Name: Tax Law, Estate Planning & Probate | Jackson Law Group - St. Augustine FL
Item: Jackson Law Group
Rating: 4.9
Author: Chris Wendt

Tax Law, Estate Planning & Probate

Jackson Law Group is located on Anastasia Island in St. Augustine, Florida. Andrew Jackson, Esq. is a legal expert that specializes in tax law, IRS problems, estate planning and probate. Attorney Andrew Jackson, Esq. holds a post-doctoral Master of Laws (LL.M.) degree in Taxation. This advanced law degree enables us to counsel clients through tax consequences relating to income and transactions as well as matters before the IRS or FL Department of Revenue.

We are a boutique law firm that takes a strategic and economic approach to every client matter. The firm was founded in 2007 by Andrew Jackson, Esq. to provide exemplary legal services to individuals, families, and business owners in St. Johns County and neighboring areas. We are a community-based law firm built upon trust. We take pride in being high tech, paperless, and eco-friendly lawyers. Please contact Jackson Law Group to discuss how we can help you and your family.

Our practice areas include:

Tax Law & IRS Defense
Wills, Trusts & Estate Planning
Estate & Trust Administration
Probate
Asset Protection
Wealth Preservation
Elder Law
Business & Corporate

Recent Blog Posts

The Difference Between Power of Attorney and a Trustee
By Jackson Law Group
March 27th, 2023

If you hold Power of Attorney for a loved one and a Trust is involved, don’t expect to be making the same decisions regarding certain assets as the Trustee (and vice versa). Be aware of your specific responsibilities in the event of the loved one’s incapacity or death. Here are some key differences:

Trust Distributions to Beneficiaries under a HEMS or Ascertainable Standard
By Jackson Law Group
January 13th, 2023

“HEMS” stands for “health, education, maintenance, and support” and is commonly referred to as an “ascertainable standard”. If there is a HEMS provision in a Trust, the money distributed can only be used for specific needs of the beneficiary related to health, education, living expenses, or other needs or support that a Trustee can ascertain. […]

Understand the Risks of Using Beneficiary Designations
By Jackson Law Group
November 16th, 2022

Beneficiary designations for your financial assets are helpful in that assets can be transferred quickly to your heirs without waiting for probate of the Estate (and assuming you do not have a Trust). Although this can be a good option, don’t overuse it or use it blindly. Consider these risks before assuming your assets are […]