Biography
Jeff Thompson's practice covers estate planning, business succession planning, employee benefits, and taxation. He has spent more than 40 years advising owners of closely held businesses, families, and individuals on estate, tax, and business planning.
He helps clients organize ownership of their assets for long-term financial security, using estate planning methods meant to reduce the effect of estate, income, and generation-skipping transfer taxes. He also counsels fiduciaries on administering estates and trusts. His experience includes S corporations, partnerships, limited liability companies, and many kinds of retirement and employee benefit plans.
Clients value his grasp of the difficulties families face when planning how their estates will pass, and his practical guidance in choosing and carrying out estate planning solutions.