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Alan Jones

Of Counsel

For over 35 years, Alan Jones has provided his clients in-depth experience in developing their wealth preservation plans. With his knowledge and understanding of the often sensitive and intricate nature of these matters, Alan is able to provide immediate value to his clients. His clients also turn to him for guidance and legal counsel on how to protect their personal assets and wealth during these times of economic uncertainty.

Alan is a published author, having written several papers on wealth preservation matters, including community property election wills and the generation-skipping transfer tax.

Representative Experience

  • Wealth preservation services, including estate planning and estate and trust administration