Jay J. Scharf

Jay J. Scharf advises high-net-worth and ultra-high-net-worth individuals, families and family offices. He delivers customized strategies to help his clients attain their personal and estate planning goals and minimize income and transfer taxes. Jay guides clients through the design and implementation of sophisticated estate plans with a focus on preserving family wealth in a manner that meets each client’s unique goals.

A significant part of Jay’s practice involves trust and estate administration. He advises clients on all aspects of Internal Revenue Service and state tax compliance with respect to trusts and estates, including the preparation of federal and state estate tax returns and defense of fiduciaries in estate and gift tax audits.

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