Jared Dodd

As a private wealth services lawyer, Jared advises high-net-worth clients across the United States on estate and wealth preservation planning, business succession and tax planning, trust administration, and charitable giving strategies.

Jared’s clients include entrepreneurs, corporate executives, business owners, financial industry professionals, and family offices, as well as athletes, entertainers, and philanthropists. He works closely with accounting, investment, business, and tax advisers to understand his clients’ personal objectives and to identify opportunities to implement sophisticated planning techniques to preserve family wealth for future generations by maximizing available income and transfer tax benefits.

In addition, Jared advises his clients on the tax implications of their existing personal and business structures and designs tax-advantaged vehicles to achieve tax minimization and deferral opportunities related to state, local, and federal income taxes, as well as gift, estate, and generation-skipping transfer taxes. He regularly implements strategies to address pre-liquidity event planning, mergers and acquisitions (M&A), family investment entities, and other mechanisms to accomplish tax-efficient wealth transfers, including dynasty trusts, charitable trusts, private foundations, intrafamily lending arrangements, and sophisticated life insurance planning.