Tax Law Trusts and Estates
Jason R. Flaherty
Recognized in Best Lawyers since 2020 Awarded Practice Areas
Biography
Jason concentrates his practice in trusts, estates, and taxation. Jason builds estate plans for individuals, keeping in mind their family values, goals and needs, and desire to protect and care for their family and loved one while minimizing taxes. Jason also assists individual fiduciaries and professional trust companies with probate, trust and estate administration, family settlement agreements, and all matters related to trusts and estates.
Jason enjoys pre-liquidity event planning for entrepreneurs and investors to protect assets and minimize taxes. Jason frequently structures and implements advanced planning techniques, such as grantor retained annuity trusts and installment sales to grantor trusts.
Jason also has substantial experience representing clients in the acquisition and ownership of private aircraft to ensure compliance with the legal requirements of aircraft ownership, including with sales, use, property, and income tax law and federal aviation regulations.
Jason is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization and is a Certified Public Accountant.
Jason is an Editor of The REPTL Reporter, State Bar of Texas (2009 - Present), served as President of Estate Planning and Probate Section, Austin Bar Association (2011-2012), and Chair, Estate and Gift Tax Committee, Tax Section, State Bar of Texas (2010-2011). Jason is a Sustaining Life Fellow of the Texas Bar Foundation and Fellow of the Austin Bar Foundation.
Jason graduated from Northwestern University School of Law, Chicago, IL in, 2002, cum laude, where he was a member of the Order of the Coif and Associate Editor of the Northwestern University Law Review. Jason received his undergraduate degree in Accounting and Business Administration from the University of Kansas.
Overview
- Northwestern University, JD, graduated 2002
- University of Kansas, BS Accounting and Business Administration, graduated 1992
- Northwestern University, JD, graduated 2002
- University of Kansas, BS Accounting and Business Administration, graduated 1992
Client Testimonials
Awards & Focus
Recognized in The Best Lawyers in America® 2026 for work in:
- Tax Law
- Trusts and Estates
Additional Areas of Practice:
- Aviation Law
News & Media
Q&A
I enjoy explaining to clients their estate plans and how they have been uniquely designed to meet the needs of their families. I also enjoy being part of a team and working with other professionals such as investment advisors and accountants to best serve our mutual clients.
How does the estate planning process work? We start by sending out two questionnaires that, if completed, help make the initial meeting efficient and productive. We then schedule an initial consultation for 1.5 to 3 hours. After the initial meeting, 1 to 3 follow-up meetings will then be scheduled to complete the planning. When the documents are completed, we review them in person to ensure that they are fully understood. The process is typically completed in 4 to 6 weeks.
Coordinating non-probate assets such as life insurance, retirement accounts, and annuities. These assets are not controlled by the Will and must each be separately reviewed and updated to coordinate with the estate plan.
Daily walks with my wife and spending time with my three teenagers.
While we have significant experience and expertise working with very affluent families and enjoy that work, we also have invested in training and technology so that we can efficiently serve most individuals and families.
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