Jordan is an attorney in the Madison office of DeWitt and a member of the firm’s Trusts & Estates, Business, Employee Benefits and Real Estate practice groups. He focuses his practice in the areas of estate planning and business transactions representing families, individuals and trustees in estate planning matters including the drafting of wills, trusts, marital property agreements, 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 communication about personal objectives, Jordan believes clients can proactively confront and meet any challenge.
Jordan has counseled his clients in the following types of matters:
- Drafting of estate plans for individuals and families at all levels of complexity, ranging in value from very modest to ultra-high net worth.
- Developing strategies to reduce or eliminate federal estate and gift taxes.
- Advising individual and corporate trustees regarding trust administration and termination, including strategies to modify trusts that do not require court intervention.
- Counseling business owners on the creation of new business ventures including corporations, partnerships and limited liability companies.
- Representing sellers and purchasers of businesses in asset and stock purchase transactions.
- Negotiating simple and complex residential and commercial real estate sales, purchases and leases.
- Filing applications for tax exempt status of charities and foundations with the IRS and advising on other charitable planning techniques.
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.
- "IRS Reports $391 Billion Gifted in 2012," Estate Planning Blog, October 2014
- "The New Rules of Estate Planning," Estate Planning Blog, October 2014
- "IRS Issues Final Regulations on Determining Which Trust & Estate Costs are Subject to Itemized Deduction Floor," Estate Planning Blog, May 2014
- "The Importance of Coordinating Retirement Beneficiary Designations," Estate Planning Blog, April 2014
- "New Ruling Inconsistent with IRS IRA Rollover Limits," Estate Planning Blog, February 2014
- "Federal Estate and Gift Tax Exclusion for 2014," Estate Planning Blog, January 2014
- “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)