Jordan is an associate in the firm’s Trusts & Estates, Employee Benefits, Business and Real Estate practice groups. He represents families, individuals and trustees in estate planning matters including the drafting of wills, trusts, marital property agreements and powers of attorney, tax planning, probate, trust administration and charitable giving. Jordan also works with owners of businesses of all sizes to develop strategic and creative solutions to difficult questions regarding the structure of business transactions, taxation, contracts, real estate and succession planning. 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 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)