Jordan assists clients in all aspects of tax and estate planning, by developing estate and business succession plans that minimize estate tax liability, and drafting trusts, wills, and business succession documents to implement such plans. Additionally, he also represents individuals in trust administration, probate, and guardianship and conservatorship matters.
Families of wealth from across the country seek Jordan’s help to take advantage of South Dakota's favorable trust environment. He counsels clients regarding estate, gift, and generation-skipping transfer tax, and drafts South Dakota-sitused trusts, including asset protection trusts, intentionally defective grantor trusts, and beneficiary defective trusts. He also helps clients amend, reform, and decant existing trusts.
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