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Jordan Lee Klingsberg
also known as Jordan L. Klingsberg
About Jordan
Biography
My practice concentrates on estate planning matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, the rules regarding tax-exempt organizations and charitable contributions, and related tax issues. He is involved in estate planning for families and individuals, including the preparation of wills, inter vivos trusts, life insurance trusts, personal residence trusts, GRATS, family partnership agreements, charitable trusts, and the creation of charitable foundations. My practice also includes advising clients with respect to the annual exclusion, credit shelter and taxable gift programs and the transfer of assets between spouses in order to minimize estate and gift tax liability. A significant part of my practice involves planning for the transfer of wealth and business interests from one generation to another in a tax-efficient manner.
Practice Areas
4
Practice Areas
Fees and Rates
Cost
Hourly Rates
$ 250-400 per hour
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Florida for 22 years
State: Florida
Acquired: 2003
No misconduct found
Licensed in New York for 27 years
State: New York
Acquired: 1998
No misconduct found
Licensed in District of Columbia for 28 years
State: District of Columbia
Acquired: 1998
No misconduct found
Licensed in Connecticut for 30 years
State: Connecticut
Acquired: 1996
No misconduct found
Location
Gutter Chaves Josepher Rubin Forman Fleisher P.A.
2101 NW Corporate Blvd Ste 107, Boca Raton, FL, 33431-7319
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
2101 NW Corporate Blvd Ste 107, Boca Raton, FL, 33431-7319
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Experience
Honors
1995
Scholar in Taxation, Shell Oil
Work Experience
2004 - Present
Attorney, Gutter Chaves et. al
1900 - Present
Partner, Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
2003 - 2004
Attorney, Holland & Knight
1998 - 2003
Attorney, Steptoe & Johnson, LLP
Associations
2003 - Present
Florida BarTax Section
1998 - Present
American Bar AssociationTax Section
Education
1997
Georgetown University Law Center
LL.M - Master of Laws
1995
Georgetown University Law Center
JD - Juris Doctor
1990
Babson College
BS - Bachelor of Science
Publications
2006
Estate Planning Magazine
Tax Consequences of Settlements of Estate and Trust Disputes
2002
The Tax Laywer
Important Developments During the Year, Estate and Gift Taxes
2001
The Tax Lawyer
Important Developments During the Year, Estate and Gift Taxes
2000
The Tax Lawyer
Important Developments During the Year, Estate and Gift Taxes
Languages
English