Jacob strives to understand the unique needs and goals of his clients. As an attorney and CPA, Jacob is uniquely qualified to provide practical and tax efficient legal counsel to individuals, fiduciaries and nonprofit organizations.
*Licensed as a CPA in the State of North Dakota only.
Estate Planning and Administration
- Jacob identifies, explains and implements comprehensive planning solutions to help his clients achieve their family, business and philanthropic goals. He assists fiduciaries with the proper administration of trusts and estates, and represents beneficiaries and fiduciaries when disputes arise.
Tax Compliance and Controversy
- Jacob prepares gift and estate tax returns, and represents fiduciaries in tax audits and appeals.
Charitable Planning
- Jacob advises clients on lifetime and testamentary charitable planning vehicles, including private foundations, donor advised funds, charitable lead trusts and charitable remainder trusts.