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, probate, and guardianship. 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:
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 […]
Portability & Timing of Transferring the Estate Tax Exemption to a Surviving Spouse
By Jackson Law Group
September 16th, 2022
An estate tax return (Form 706) must be filed if the gross estate of a decedent, increased by the decedent’s adjusted taxable gifts and specific gift tax exemption, is valued at more than the filing threshold for the year of the decedent’s death. The filing threshold for 2022 is $12,060,000. The threshold is adjusted for inflation […]
(904) 823-3333
1301 Plantation Island Drive, Suite 304
St. Augustine, Florida 32080
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