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Jason Edward Havens

Estate planning Attorney at Jacksonville, FL

Not yet reviewed

also known as Jason E. Havens, Jason Havens

  • State Years
    Tennessee - TN 18 years
    Florida - FL 23 years
  • Licensed for 18 years
    State TN
    Acquired 2006
    Status
    Active No misconduct found
  • Licensed for 23 years
    State FL
    Acquired 2000
    Status
    Member in Good Standing No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jason

Learn Jason’s areas of practice.

4
Practice areas
  1. Estate planning
    40%
    Focused estate planning and taxation practice concentrating on estate planning, charitable planning, tax-exempt organizations, complex intra-family transfers (including installment sales, business entities, and irrevocable trusts), and international estate planning. Clients include affluent families, national charitable foundations, and international clients.

    24 years, 600 cases

  2. Tax
    40%
    Tax law practice includes charitable gift planning, non-profit and exempt organizations law, federal transfer tax law and planning, income tax law and planning, business tax law and planning, and related matters.

    24 years, 300 cases

  3. International law
    10%
    International practice involves assisting with international estate planning matters, international probate or trust administration, or international charitable gift planning matters.

    24 years, 75 cases

  4. Probate
    10%
    Probate and trust administration practice including summary and formal probate cases, adversarial probate and trust matters, and complex probate and trust cases involving homestead, tax, and other advanced planning.

    24 years, 375 cases

Jason E. Havens is a Partner of the law firm of Holland & Knight LLP. He practices primarily in the firm's Jacksonville (also serving Ponte Vedra Beach and Fernandina Beach) office, and also is assigned to its Tallahassee (also serving Destin and Rosemary Beach) office. Because Mr. Havens serves as Co-Chair of the firm's Nonprofit & Tax-Exempt Organizations Team, he regularly is involved in matters throughout the firm's offices.

Mr. Havens is admitted to practice law in Florida and Tennessee. He specializes in complex estate and charitable gift planning (domestic and international), probate/trust administration, wills and trusts, and probate/trust litigation for affluent individuals and families and on behalf of charitable organizations.

Since 2009, The Florida Bar has certified Mr. Havens as a Board Certified Specialist (B.C.S.) in Wills, Trusts and Estates Law. Since 2010, the Estate Law Specialist Board has certified him as an Estate Planning Law Specialist (EPLS) in Tennessee. As a result, he is listed on the Roll of Certified Legal Specialists of the Tennessee Commission on Continuing Legal Education.

Mr. Havens also is a Fellow of The American College of Trust and Estate Counsel (ACTEC). He is a member of ACTEC's Charitable Planning & Exempt Organizations Committee. He serves as a member of ACTEC's Tax Policy Study Committee as well.

For more than a decade, Mr. Havens served in leadership roles in the Charitable Planning and Organizations Group of the Section of Real Property, Trust & Estate Law (RPTE) of the American Bar Association (ABA). He regularly publishes articles and commentary in national and local publications including Probate & Property (ABA), Family Foundation Advisor, and the Journal of Accountancy. Mr. Havens has lectured at various programs, including the 37th annual Heckerling Institute on Estate Planning and ABA programs sponsored by its RPTE Section and its Section of Taxation.

Mr. Havens received his LL.M. in International Taxation from Regent University, his LL.M. in Estate Planning from the University of Miami, his J.D. from the University of Tennessee, and his B.A., magna cum laude, from Lipscomb University.  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.

In 2005 Mr. Havens was appointed by Florida Governor John Ellis (“Jeb”) Bush 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 1996.  They have three children and have lived in Florida since 1999.

Location

Holland & Knight
50 N Laura St
Ste 3900
Jacksonville, FL, 32202
Holland & Knight
315 S Calhoun St
Ste 600
Tallahassee, FL, 32301
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Reviews

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Cost

Rates
  • Hourly Rates $ 585-725 per hour
  • Contingency 15%-40%
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Partner
  • Holland & Knight
  • 2019 - Present
  • Senior Counsel
  • Holland & Knight
  • 2014 - 2018
  • Vice President, General Counsel, and Editor-in-Chief
  • WealthCounsel, LLC
  • 2012 - 2014
  • Managing Attorney/Member
  • Havens & Miller, P.L.L.C.
  • 2003 - 2014
  • Junior Shareholder Attorney
  • Hall & Runnels, P.A.
  • 2002 - 2003
  • Estate Planning Associate Attorney
  • Henderson, Franklin, Starnes & Holt, PA
  • 2000 - 2001
View all work experience

Education

  • Regent University School of Law
  • LL.M - Master of Laws
  • 2003
  • University of Miami School of Law
  • LL.M - Master of Laws
  • 2000
  • University of Tennessee College of Law
  • JD - Juris Doctor
  • 1999
  • Lipscomb University
  • BA - Bachelor of Arts
  • 1996
View all education

Associations

  • American College of Trust and Estate Counsel
  • Fellow
  • 2019 - Present
  • American Bar Foundation
  • Fellow
  • 2005 - Present
  • The Florida Bar, Real Property, Probate & Trust Law Section
  • Member
  • 2000 - Present
  • The Estate Planning Council of the Emerald Coast
  • Past President
  • 2004 - 2006
  • American Bar Association, Real Property, Trust and Estate Law Section
  • Member
  • 2000 - 2018
View all associations

Languages Spoken

  • English

Honors and Awards

  • The Best Lawyers In America, Nonprofit/Charities Law
  • Best Lawyers
  • 2021
  • Holland & Knight LLP Public and Charitable Service All-Star
  • Holland & Knight LLP
  • 2019
  • Fellow
  • The American College of Trust and Estate Counsel (ACTEC)
  • 2019
  • 2019 Attorney for Justice (Pro Bono Service Award)
  • Tennessee Supreme Court
  • 2019
  • Marquis Who's Who
  • Albert Nelson Marquis Lifetime Achievement Award
  • 2018
  • Florida Super Lawyers List
  • Super Lawyers
  • 2018
  • Public and Charitable Service All-Star
  • Holland & Knight
  • 2017
  • Florida Super Lawyers List
  • Super Lawyers
  • 2017
  • Florida Super Lawyers List
  • Super Lawyers
  • 2016
  • Florida Super Lawyers List
  • Super Lawyers
  • 2015
  • Florida Super Lawyers List
  • Super Lawyers
  • 2014
  • Florida Super Lawyers List
  • Super Lawyers
  • 2013
  • Florida Rising Stars List
  • Super Lawyers
  • 2012
  • Florida Rising Stars List
  • Super Lawyers
  • 2011
  • Who's Who in American Law
  • Marquis Who's Who
  • 2011
  • Florida Rising Stars List
  • Super Lawyers
  • 2011
  • AV Rating
  • Martindale-Hubbell
  • 2009
  • Who's Who in American Law
  • Marquis Who's Who
  • 2009
  • Who's Who in American Law
  • Marquis Who's Who
  • 2007
  • Fellow
  • American Bar Foundation
  • 2006
  • Who's Who in American Law
  • Marquis Who's Who
  • 2005
  • Excellence in Writing Award
  • American Bar Association
  • 2004
  • Board Certified as Estate Planning Law Specialist
  • Tennessee Commission on Continuing Legal Education and Specialization (an agency of the Supreme Court of Tennessee)
  • N/A
  • Board Certified in Wills, Trusts and Estates Law
  • The Florida Bar
  • N/A
View all awards

Publications

  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Practice Resources Worth Tweeting
  • 2015
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Cloudy Choices: Desktops, Laptops, or Mobile Devices?
  • 2015
  • 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: 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: What Now?! Using Technology to Survive the Transfer Tax “Repeal” (Part 2 of 2)
  • 2013
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Collaborative Estate Planning: Learning to Work Together and Plan Nicely with Others
  • 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: Transfer the Pie Before It Turns into a Pumpkin: Technology to Help Tap the $5.12 Million Transfer Tax Exemption
  • 2012
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Remote Practice Management
  • 2010
  • Family Foundation Advisor
  • Firming Up Your Foundations: Creation of Lifetime Foundations to Avoid Post-Mortem Problems
  • 2009
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Remote Access
  • 2009
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Automate Your Probate Practice
  • 2007
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: The Mobile (or Displaced) Estate Planning Professional
  • 2007
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: An Updated Tour of Drafting Systems for Estate Planning Lawyers
  • 2007
  • Family Foundation Advisor
  • Forms for Donor Advised Fund Managers
  • 2007
  • Journal of Accountancy
  • Home Free
  • 2007
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Select Tools for Your Estate Planning Trade, Part Two
  • 2006
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Select Tools for Your Estate Planning Trade, Part One
  • 2006
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Crunching and Conveying Your Client’s Estate Plan
  • 2006
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Organizing an Estate Planning (or Other) Law Practice
  • 2005
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: Local Search Tools Rule: Finding Your Files
  • 2005
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: More Results from the Membership Survey on Technology Use in Drafting
  • 2005
  • Probate & Property magazine (ABA)
  • Technology--Probate Column: The Advanced Course in Drafting Systems
  • 2004
  • Probate & Property magazine (ABA)
  • Deftly Drafting Estate Planning Documents
  • 2004
  • Journal of Practical Estate Planning
  • Technological Tools for the Estate Planning Professional
  • 2004
View all publications

Speaking Engagements

  • All Lawyers Meeting 2015: Private Wealth Services Group: Breakout Session Two
  • Charitable Planning and Nonprofit Law Update
  • 2015
  • All Lawyers Meeting 2015: Private Wealth Services Group: Breakout Session One
  • Practice Management Potpourri
  • 2015
  • WealthCounsel National Study Group
  • The Battle of the Jurisdictions: Asset Protection Planning in the U.S. and Beyond
  • 2013
  • Practical Planned Giving Conference
  • Delightful Surprises Wrapped in ... Dirt: Charitable Gifts of Real Property Revisited
  • 2012
  • 11th Annual WealthCounsel Estate Planning Conference (San Antonio)
  • The Frozen T-CLAT
  • 2008
  • The Complete (Tennessee) Trust Course (Nashville)
  • The Complete Trust Course
  • 2007
  • Tennessee Legislative & Case Law Update (Nashville)
  • Tennessee Legislative & Case Law Update
  • 2007
  • Mississippi Estate Planning Council (Jackson)
  • Electrifying Your Performance: Technology in an Estate Planning Practice
  • 2007
  • Middle Tennessee Estate Planning Council (Nashville)
  • Keeping and/or Advising Your Migratory Clients
  • 2007
  • MassMutual (Tennessee) Quota Buster 2007 (Nashville)
  • Saving Your Life (Insurance): Exemptions from Creditor Claims for Life Insurance
  • 2007
  • Knoxville Estate Planning Council (Knoxville)
  • Electrifying Your Performance: Technology in an Estate Planning Practice
  • 2007
  • ACTEC (Alaska Chapter) Fellows Meeting
  • Electrifying Your Performance: Technology in an Estate Planning Practice
  • 2007
  • ABA RPTE Section Essential Issues in Trust and Estate Law Teleconference Series
  • Charitable Planning
  • 2007
  • 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 Planning
  • 2005
  • 24th Annual Southern California Tax & Estate Planning Forum (San Diego)
  • Technological Tools for the Estate Planning Professional
  • 2004
  • National Business Institute (Pensacola)
  • The Probate Process from Start to Finish in Florida
  • 2003
  • 37th Annual Heckerling Institute on Estate Planning (Miami)
  • Timely Tech Topics and Ticklers: “Must Have” Software, “Must Know” Technology, and “Must Do” Stuff
  • 2003
  • Pathways to Estate Planning (Niceville)
  • Where Do You Go from Here: Effective Drafting & Legal Counsel for Immediate & Deferred Giving
  • 2002
  • 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 Series
  • 2000
View all speaking engagements

Attorney endorsements

Received (2)
Given (4)
Endorse Jason
Estate planning Attorney | Dec 11
Relationship: Worked together on matter
"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."
Estate planning Attorney | Dec 08
Relationship: Worked together on matter
"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."
Estate planning
Estate planning
Estate planning
Jacksonville Estate planning Lawyer Jason Edward Havens
Jason Edward Havens
Estate planning Attorney
Jacksonville, FL
Licensed for 23 years