Jordan is an associate in the firm’s Trusts & Estates and Business law practice groups. He works with small business owners, individuals and families to develop strategic and creative solutions to difficult questions regarding the structure of business transactions and wealth preservation and transfer to the next generation. Through detailed financial analysis and persuasive communication, Jordan believes clients can proactively confront and meet any challenge.
Prior to joining DeWitt, Jordan worked as a Trust Officer with a large local financial institution. This background afforded him the opportunity to gain a broad range of experience working with clients to develop and meet their personal financial goals, including the implementation of advanced estate planning and wealth transfer techniques.
“What's the Big Deal? Why Taxpayers, the Courts and the IRS Disagree about a Discount for Built-in Gains” (ACTEC Journal, Volume 34, Number 3, Winter 2008, 187)