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Jason Edward Havens

Jason Edward Havens

also known as Jason E. Havens, Jason Havens

Practice areas:

Estate Planning, Business, Tax, Probate, International Law

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About Me

Jason E. Havens is Senior Counsel at Holland & Knight LLP, practicing in its Jacksonville, Florida (also serving Ponte Vedra Beach) and Tallahassee, Florida (also serving Destin, Santa Rosa Beach, and Rosemary Beach) locations.  His private law practice specializes in complex estate and charitable gift planning for affluent individuals and families and on behalf of charitable organizations.  Mr. Havens also routinely advises business organizations regarding their legal structure, tax issues, and succession planning.


Mr. Havens is admitted to practice in Florida and Tennessee.  He is a Board Certified Specialist (B.C.S.) in Wills, Trusts and Estates Law in Florida (certified by The Florida Bar) and a board certified Estate Planning Law Specialist (EPLS) in Tennessee (certified by the Tennessee Commission on Continuing Legal Education and Specialization, an agency of the Supreme Court of Tennessee).  He is also rated "AV" ("Preeminent") by Martindale-Hubbell.


In addition to receiving his law degree (Doctor of Jurisprudence (J.D.)) in 1999 from the University of Tennessee College of Law, Mr. Havens received two graduate (Master of Laws (LL.M.)) law degrees: an LL.M. in International Taxation (with an emphasis on international estate planning & asset protection law) in 2003 from Regent University School of Law, and an LL.M. in Estate Planning in 2000 from the University of Miami School of Law.  While in law school in 1997, he created Legal Research for Estate Planners (LREP), a personal website that was recognized as one of the premier Internet sites on estate planning.  He received his Bachelor’s degree (B.A.), magna cum laude, in 1996 from Lipscomb University, where he studied as an Honors scholar and served as president of the Phi Alpha Delta Pre-Law chapter.


Mr. Havens is an active member of The Florida Bar, the American Bar Association (ABA), and various sections, councils, and committees on business, estate, and tax law.  He was profiled (as part of the “Profiles in Membership” series) in the May/June 2007 issue of Probate & Property magazine due to his leadership in the ABA’s Section of Real Property, Trust & Estate Law.  Mr. Havens regularly publishes articles and commentary on business, estate, and tax law in national and local publications including Probate & Property (ABA), the Journal of Practical Estate Planning, the Family Foundation Advisor, the Planned Giving Design Center, and the Journal of Accountancy.  He has also lectured at various programs on business, estate, and tax law, including the 37th annual Heckerling Institute on Estate Planning.


Based on his leadership in the legal profession, Mr. Havens was appointed as a Fellow of the American Bar Foundation.  He has been selected for inclusion in multiple editions of various Marquis Who’s Who® publications including Who’s Who in America® and Who’s Who in American Law® in the fields of estate planning, probate, and estate taxation.


In 2005 Mr. Havens was appointed by Florida Governor John Ellis (“Jeb”) Bush and reappointed by Florida Governor Charles Joseph (“Charlie”) Crist, Jr. to the board of directors of The Able Trust, a unique public/private charitable organization created in 1990 by the Florida Legislature to assist disabled Floridians in obtaining employment.  He became Treasurer of The Able Trust in 2008.  He completed his service to The Able Trust in 2013 and received a letter of commendation from Florida Governor Richard Lynn (“Rick”) Scott.


Mr. Havens married Daphne Kay Havens in Nashville, Tennessee in June 1996.  They have three children and have lived in Florida since 1999.

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Practice Areas

Licensed since 2000

  1. Tax: 25%
    15 years, 300 cases
  2. Business: 25%
    15 years, 350 cases
  3. Estate Planning: 25%
    15 years, 600 cases
  4. Probate: 15%
    15 years, 375 cases
  5. International Law: 10%
    15 years, 75 cases

Payment

Fees:

Hourly ($500-600/hour), Contingent (15-40%), Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

2 total

  • No photo

    Jason is nationally recognized as being an estate planning and asset protection expert's expert. He is a tireless worker and his educational background is unsurpassed. In addition he is very active in supporting many charitable functions related to his estate planning expertise. He has my highest endorsement and praise. I could not give anyone a higher endorsement. Stephen Greer from Anchorage Alaska.

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    Stephen Greer Estate Planning Attorney
    Relationship: Worked together on matter

  • Michael Ralph Parham

    I have known Jason for ten years and would highly recommend him for any estate planning or probate work. I always refer my clients in the Destin, Florida area to him.

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    Michael Parham Estate Planning Attorney
    Relationship: Worked together on matter

Contact Info

Holland & Knight

315 S Calhoun St
Ste 600
Tallahassee, FL, 32301

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Resume

License
StateStatusAcquiredUpdated
TNActive200606/13/2015
FLMember in Good Standing200005/07/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Florida Super Lawyers ListSuper Lawyers2015
Florida Super Lawyers ListSuper Lawyers2014
Florida Super Lawyers ListSuper Lawyers2013
Florida Rising Stars ListSuper Lawyers2012
Florida Rising Stars ListSuper Lawyers2011
Florida Rising Stars ListSuper Lawyers2011
Who's Who in American LawMarquis Who's Who2011
Who's Who in American LawMarquis Who's Who2009
AV RatingMartindale-Hubbell2009
Who's Who in American LawMarquis Who's Who2007
FellowAmerican Bar Foundation2006
Who's Who in American LawMarquis Who's Who2005
Excellence in Writing AwardAmerican Bar Association2004
Board Certified in Wills, Trusts and Estates LawThe Florida BarN/A
Board Certified as Estate Planning Law SpecialistTennessee Commission on Continuing Legal Education and Specialization (an agency of the Supreme Court of Tennessee)N/A

Work Experience
TitleCompany NameDuration
Senior CounselHolland & Knight2014 - Present
Vice President, General Counsel, and Editor-in-ChiefWealthCounsel, LLC2012 - 2014
Managing Attorney/MemberHavens & Miller, P.L.L.C.2003 - 2014
Junior Shareholder AttorneyHall & Runnels, P.A.2002 - 2003
Estate Planning Associate AttorneyHenderson, Franklin, Starnes & Holt, PA2000 - 2001

Associations
Association NamePosition NameDuration
American Bar FoundationFellow2005 - Present
The Estate Planning Council of the Emerald CoastPast President2004 - 2006
American Bar Association, Real Property, Trust and Estate Law SectionMember2000 - Present
The Florida Bar, Real Property, Probate & Trust Law SectionMember2000 - Present

Publications
Publication NameTitleDate
Probate & Property magazine (ABA)Building Your Practice and Developing Your Skills Locally and Nationally2015
Planned Giving Design CenterNonprofit Enterprise Risk Management: Best Practices and Case Studies2015
Holland & Knight Religious Institutions UpdateTimely Topics (Integrated Auxiliaries)2015
Probate & Property magazine (ABA)Technology--Probate Column: Cloudy Choices: Desktops, Laptops, or Mobile Devices?2015
Holland & Knight Tax Compliance BlogThe 2014 Charitable IRA Rollover: Who Might Benefit, and When Must Action Be Taken?2014
Holland & Knight Tax Compliance BlogCharitable IRA Rollover Extended Through End of 2014 - Immediate Action Required2014
Probate & Property magazine (ABA)Technology--Probate Column: Drafting Wars: Who, What, and How to Choose -- and Use -- Document Assembly in Estate Planning (Part 2 of 2)2014
Probate & Property magazine (ABA)Technology--Probate Column: Drafting Wars: Why, Where, and When to Use Document Assembly in Estate Planning (Part 1 of 2)2014
Probate & Property magazine (ABA)Technology--Probate Column: What Now?! Using Technology to Survive the Transfer Tax “Repeal” (Part 2 of 2)2013
Probate & Property magazine (ABA)Technology--Probate Column: What Now?! Using Technology to Survive the Transfer Tax “Repeal” (Part 1 of 2)2013
Probate & Property magazine (ABA)Technology--Probate Column: Collaborative Estate Planning: Learning to Work Together and Plan Nicely with Others2013
Probate & Property magazine (ABA)Technology--Probate Column: Transfer the Pie Before It Turns into a Pumpkin: Technology to Help Tap the $5.12 Million Transfer Tax Exemption2012
Probate & Property magazine (ABA)Technology--Probate Column: Remote Practice Management2010
Probate & Property magazine (ABA)Technology--Probate Column: Remote Access2009
Family Foundation AdvisorFirming Up Your Foundations: Creation of Lifetime Foundations to Avoid Post-Mortem Problems2009
Probate & Property magazine (ABA)Technology--Probate Column: An Updated Tour of Drafting Systems for Estate Planning Lawyers2007
Probate & Property magazine (ABA)Technology--Probate Column: The Mobile (or Displaced) Estate Planning Professional2007
Probate & Property magazine (ABA)Technology--Probate Column: Automate Your Probate Practice2007
Family Foundation AdvisorForms for Donor Advised Fund Managers2007
Journal of AccountancyHome Free2007
Probate & Property magazine (ABA)Technology--Probate Column: Select Tools for Your Estate Planning Trade, Part Two2006
Probate & Property magazine (ABA)Technology--Probate Column: Select Tools for Your Estate Planning Trade, Part One2006
Probate & Property magazine (ABA)Technology--Probate Column: Crunching and Conveying Your Client’s Estate Plan2006
Probate & Property magazine (ABA)Technology--Probate Column: More Results from the Membership Survey on Technology Use in Drafting2005
Probate & Property magazine (ABA)Technology--Probate Column: Local Search Tools Rule: Finding Your Files2005
Probate & Property magazine (ABA)Technology--Probate Column: Organizing an Estate Planning (or Other) Law Practice2005
Probate & Property magazine (ABA)Technology--Probate Column: The Advanced Course in Drafting Systems2004
Probate & Property magazine (ABA)Deftly Drafting Estate Planning Documents2004
Journal of Practical Estate PlanningTechnological Tools for the Estate Planning Professional2004
Probate & Property magazine (ABA)Faithful Legal Services for the Benefit of Religious Organizations2003
Regent University School of Law Master of Laws (LL.M.) ThesisA Comparison of Recent United States Trust Planning Opportunities with Similar Offshore Opportunities2003

Education
School NameMajorDegreeGraduated
Regent University School of LawInternational TaxationLL.M - Master of Laws2003
University of Miami School of LawEstate PlanningLL.M - Master of Laws2000
University of Tennessee College of LawLawJD - Juris Doctor1999
Lipscomb UniversityN/ABA - Bachelor of Arts1996

Speaking Engagements
Conference NameTitleDate
All Lawyers Meeting 2015: Private Wealth Services Group: Breakout Session TwoCharitable Planning and Nonprofit Law Update2015
All Lawyers Meeting 2015: Private Wealth Services Group: Breakout Session OnePractice Management Potpourri2015
5th Annual Planned Giving SymposiumNonprofit Enterprise Risk Management2015
WealthCounsel National Study GroupThe Battle of the Jurisdictions: Asset Protection Planning in the U.S. and Beyond2013
Practical Planned Giving ConferenceDelightful Surprises Wrapped in ... Dirt: Charitable Gifts of Real Property Revisited2012
2010 National Conference on Philanthropic PlanningUncharitable Creditors: The Collision of Charitable and Asset Protection Planning2010
11th Annual WealthCounsel Estate Planning Conference (San Antonio)The Frozen T-CLAT2008
The Complete (Tennessee) Trust Course (Nashville)The Complete Trust Course2007
Tennessee Legislative & Case Law Update (Nashville)Tennessee Legislative & Case Law Update2007
Mississippi Estate Planning Council (Jackson)Electrifying Your Performance: Technology in an Estate Planning Practice2007
Middle Tennessee Estate Planning Council (Nashville)Keeping and/or Advising Your Migratory Clients2007
MassMutual (Tennessee) Quota Buster 2007 (Nashville)Saving Your Life (Insurance): Exemptions from Creditor Claims for Life Insurance2007
Knoxville Estate Planning Council (Knoxville)Electrifying Your Performance: Technology in an Estate Planning Practice2007
ACTEC (Alaska Chapter) Fellows MeetingElectrifying Your Performance: Technology in an Estate Planning Practice2007
ABA RPTE Section Essential Issues in Trust and Estate Law Teleconference SeriesCharitable Planning2007
ABA Joint Tax/RPTE Sections Fall CLE Meeting (Vancouver)Donor Advised Funds (Panel Discussion)2007
Capital Trust Company of Delaware (Fort Myers)Personal Trust Strategies 2005: Charitable Gift Planning2005
24th Annual Southern California Tax & Estate Planning Forum (San Diego)Technological Tools for the Estate Planning Professional2004
National Business Institute (Pensacola)The Probate Process from Start to Finish in Florida2003
37th Annual Heckerling Institute on Estate Planning (Miami)Timely Tech Topics and Ticklers: “Must Have” Software, “Must Know” Technology, and “Must Do” Stuff2003
Pathways to Estate Planning (Niceville)Where Do You Go from Here: Effective Drafting & Legal Counsel for Immediate & Deferred Giving2002
Knowledge Is Power (Fort Myers)Knowledge Is Power (on Insurance Trusts)2001
Florida Legislative Changes in the Year 2000 Series (Fort Myers)Florida Legislative Changes in the Year 2000 Series2000