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Jason T. Whiting
  • Business Law, Estate Planning, Tax Law
  • California
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Summary

Jason advises individuals and families regarding estate planning, wealth succession and philanthropy to responsibly transfer wealth to future generations while minimizing the related income, estate, gift and generation-skipping transfer tax costs. His expertise includes sophisticated wealth transfer techniques involving defective grantor trusts, personal residence trusts, insurance trusts, grantor-retained annuity trusts, buy-sell agreements and the formation of related business entities; counseling clients with respect to charitable giving, including establishing charitable trusts, forming and obtaining tax-exempt status for nonprofit entities (public charities and private foundations), and providing ongoing guidance to ensure proper governance and compliance with applicable state and IRS rules; proposition 13 planning, structuring transactions to minimize or avoid reassessment of California real property on transfer; representing clients before the IRS.

Jason is a member of JMBM’s Trusts & Estates Group which is recognized by U.S. News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law.

Practice Areas
  • Business Law
  • Estate Planning
  • Tax Law
Jurisdictions Admitted to Practice
California
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9th Circuit
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U.S. District Court, Central District of California
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U.S. District Court, Eastern District of California
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U.S. District Court, Northern District of California
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U.S. District Court, Southern District of California
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U.S. Tax Court
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Languages
  • English
Professional Experience
Education
Golden Gate University School of Law
LL.M. (2003)
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University of Southern California Gould School of Law
J.D. (1999)
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University of California - Berkeley
B.A. (1995)
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Awards
National First Tier ranking in Trusts & Estates Law
U.S. News & World Report / Best Law Firms
Professional Associations
California State Bar # 205491
Member
- Current
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Websites & Blogs
Website
Jason Tyler Whiting's Website Profile
Website
Jeffer Mangels Butler & Mitchell LLP Website
Blog
JMBM Articles
Contact & Map
Jeffer Mangels Butler & Mitchell LLP
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
USA
Telephone: (310) 201-3559