Jason Flaherty's practice areas include all aspects of tax planning, estate planning, and private business planning. He assists business owners, professionals, executives, and high net-worth individuals and families. In his practice, Jason drafts wills and trusts, structures and implements advanced estate-planning techniques, including business succession plans, grantor retained annuity trusts, and installment sales to grantor trusts. He also assists with probate and trust administration, as well as the preparation and filing of estate and gift tax returns. He also has substantial experience representing clients in the acquisition and ownership of private jets to ensure compliance with the legal requirements of aircraft ownership, including with sales, use, property, and income tax law.
Prior to attending law school at Northwestern University School of Law, Jason worked for over six years as a financial analyst in the telecommunications industry. He has significant experience in discounted cash flow analysis and business valuation.
In terms of his professional credentials, Jason is a certified public accountant and is board certified in estate planning and probate by the Texas Board of Legal Specialization. He is admitted to practice law in Texas, Missouri, and the U.S. Tax Court. He has also been named a Texas Super Lawyer by Law and Politics as seen in Texas Monthly.
Jason has presented on numerous topics, including Advanced GRAT Planning; The New Texas Franchise Tax; and Family Limited Partnership Tax Traps & Planning Opportunities. He has served as President of the Estate Planning and Probate Section of the Austin Bar Association. He has been chair of the Estate and Gift Tax Committee of the State Bar of Texas; volunteer admissions interviewer at Northwestern University School of Law; and volunteer attorney with Volunteer Legal Services. He is a member of the Austin Bar Association and was a trustee with his friend and colleague, Frances Bennett, at the Zach Scott Theatre.→ Email Jason Flaherty