Jackson is an associate in the Private Wealth practice group. He focuses his practice on estate planning and estate administration, working with clients and their advisors to preserve wealth and ensuring smooth transitions. Jackson has experience drafting and maintaining estate plans for high-net-worth individuals, preparing and reviewing gift and estate tax returns, guiding families through probate, and forming and advising various types of business and tax-exempt entities. He has counseled clients through establishing charitable entities and obtaining 501(c)(3) status. Jackson has assisted with preparing clients for audits of federal estate tax returns and has coordinated the discovery process for a probate litigation matter where the events in question spanned over a decade.