Skip to main content

Dana D. Jacobson

Estate planning Attorney at San Antonio, TX

4.9   36 reviews

also known as "Jake" Jacobson

Virtual consultation available
Virtual consultation available
  • Licensed for 38 years
    State TX
    Acquired 1985
    Status
    Eligible to Practice in Texas No misconduct found

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

About Dana

Learn Dana’s areas of practice.

5
Practice areas
  1. Estate planning
    30%
    I advise and assist families and individuals in determining what sort of estate planning will benefit them at the most reasonable cost. We handle living trusts, wills, powers of attorney, designations of guardian, testamentary trusts, special needs trusts, etc., and work with our clients' CPAs to ensure full spectrum coverage.

    39 years, 2,500 cases

  2. Probate
    30%
    Probate includes probating wills and estates of people who died without wills, as well as guardianships and affidavits of heirship to protect the chain of title to real estate. A new area in Texas is called the Small Estate Affidavit, which can save significant money for those estates that qualify for this process.

    24 years, 250 cases

  3. Business
    25%
    We help our clients form businesses and serve as general counsel in matters such as government filing compliance, drafting and review of contracts, defending lawsuits by customers, etc. We also integrate estate planning with business ownership to ensure clients' desires for their families are protected.

    31 years, 350 cases

  4. Limited liability company (LLC)
    10%
    The limited liability company is the most popular form of business in Texas. A properly formed and maintained LLC protects the person's personal assets from creditors of the company. We form and help maintain LLCs for our clients.

    24 years, 85 cases

  5. Military law
    5%
    Specifically, security clearance matters - an experienced lawyer can assist in properly completing the eQIP/SF86 and can represent military and civilian personnel in fighting to keep a clearance.

    29 years, 20 cases

EXPERIENCED ESTATE PLANNING, PROBATE AND BUSINESS LAW ATTORNEY - HELPING PEOPLE FOR LIFE. CALL FOR A CONSULTATION TODAY.

I'm a husband, father, unabashed Christian, attorney, retired Air Force Reserve JAG Colonel and musician. At The Jacobson Law Firm, P.C., our motto is "Helping People for Life".  Whether it's planning for your family and your legacy, carrying out those plans, helping you start (and run) a business or just providing counsel for your significant legal decisions, we want you to feel like a part of our family.

Awards

AV Preeminent Peer Review Rating
Client's Choice 2020,2019,2018,2017
Client's Choice
2020 2019 2018 + 1 ...

Photos and videos

Dana D. Jacobson, JD is an attorney in San Antonio, Texas.  He handles estate planning, probate, business law, health law and security clearance matters.  He is a Colonel in the Air Force Reserves and president of Joebros, Inc., a 501c(3) music ministry.

Location

The Jacobson Law Firm PC
6391 De Zavala Rd Ste 301
San Antonio, TX, 78249-2145

Reviews

4.9 / 5.0
  36 customer reviews
Client's Choice 2020
Client's Choice
Client's Choice is an Avvo award granted to attorneys with a significant number of client reviews over 4 stars in a given year.
Posted by Beverly | November 17, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Made Estate Planning Easier to Understand
My husband and I decided it was time to update our wills and sought out an attorney. We found this law firm and are quite happy we did. They had us fill out forms, then email them to us to review. We had many questions and Mr. Jacobson explained everything clearly. Sometimes, more than once. He explained our option on how to set our wills up. When it came to signing them, the process was clear and the staff made a difficult experience easier.
Read less
Posted by Pat | June 12, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Business Owner
Professional, Very Efficient, Very thorough. Pretty well sums it up. My wife and I had non traditional wills and a trust to create. Mr Jacobson and his staff couldn't have been more thorough and made what seemed to be a complex task easy to understand. I plan on using their service for other work
Posted by Tom and Gail | December 22, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Dana patiently addressed our every question and need. Our will was updated addressing every question and concern that we had.
Posted by Anna | October 20, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Jacobson Law Firm
Mr.Jacobson handled our affairs with the utmost professionalism and courtesy. His staff was very polite and efficient. We would highly recommend his office
Posted by Stephen | October 13, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Great experience
Working with Dana and the team to develop my family's wills and powers of attorney was a great process. Dana's team was responsive and thorough. Also their encouragement to complete the process and remember the "why" was also perfect. This is a hard topic to think about, but knowing it would serve my family was a reminder of why I was getting it complete. Their process was painless, not complicated, and not expensive, but the right value. I would highly recommend Dana and the Jacobson team.
Read less
Posted by Carolyn | April 30, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Great experience
Went to get a will packet. Asked us lots of questions and guided us in the packet preparation. Did not rush us. Gave us time to make decisions. Highly recommend this firm.
Posted by Suzanne | April 10, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate/will planning
Completed my new will efficiently. Mr. Jacobson and his staff kept me well informed during the process.
Posted by Reynaldo | March 3, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Executor
Mr. Darrell E. Anderson was extremely helpful in guiding us through this process. He worked with us to ensure we understood this process and always answered any questions we had. We always felt comfortable and confident with the information we were provided. Even though this was a difficult time for my family and I, we always felt Mr. Anderson was always looking out for our best interest. Our home is in Virginia which made it more challenging. But we always felt comfortable knowing we could call or email his office and he would follow up with us as soon as possible. I also have to complement the office staff who always followed up when we had an inquiry. Our thanks to Ms. Norma Case. Thank you to everyone for the outstanding support. You all are truly amazing team!
Read less
Posted by Stacy | February 26, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Super Professional
This group at this law firm are so nice and professional. I needed to have a will drawn up and they did a wonderful job! They made me feel welcomed from the moment I stepped in the door. I will recommend Mr. Jacobson and his great staff to my family and coworkers!
Posted by KEITH | February 17, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Immensely Grateful
I initially contacted The Jacobson Law Firm several years ago for their assistance in completing my parents Last Will & Testament. All went well, as this area of law is one of their specialties, and the pricing was reasonable. Last year, my Dad passed away, and despite my best intentions, we reluctantly had to deal with Probate Court. Probate Court is best described as a necessary evil, and despite my Dad's modest estate, the entire process took entirely too long and was needlessly complicated. The Jacobson Law Firm made the entire process as quick and painful as possible, but even with their assistance, there is no quick and easy solution. Everything went as well as it possibly could, and I'm immensely grateful for their knowledge and assistance. I will be sure to contact them in the future should the need arise. Thank you !
Read less
Posted by wjrjr | February 6, 2020
This review is from a person who hired this attorney.
| Hired Attorney
When there's a will there's a way!
and the way that the Jacobson Law firm took to prepare an updated will for us was efficient, professional and economical. Highly recommend them for estate services!
Posted by Linda | December 13, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional service
I used them for probate services. They advised and took care of my needs in a timely manner. Courteous, friendly, helpful.
Posted by anonymous | December 7, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Real Estate Deed
This Attorney and his entire staff has been most helpful throughout the entire transaction. At each step of the handling of my real estate process they explained the options that were available to me and carried through with the one I selected in a prompt manner.
Posted by Lee | August 30, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Great lawyer, great Law Firm
Every time we worked with Dana he was prompt and courteous and did a wonderful job. The same is true forGeri and everyone else we work with I can't remember their names
Posted by Jessica | July 17, 2019
This review is from a person who hired this attorney.
| Hired Attorney
A law firm that genuinely cares!
Dana Jacobson and his staff did a fantastic job in sitting down with my husband and I to explain all the ins and outs of our estate planning. They answered all the questions that we had and made sure that we understood the ramifications of all of the decisions we were making in a way that made me feel secure and confident in our choices. This Law Firm, not only offers outstanding legal advice, it also extends a gracious, patient hand to those who need help with some of life more difficult and confusing issues.
Read less
Posted by Matthew | June 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning Experience
We contacted Mr. Jacobson in regards to setting up a living will and estate to plan for any unforeseen future circumstances. The entire office was very pleasant and thorough with any questions we had. Everyone was courteous and professional. Very pleased with our experience.
Posted by Nancy | June 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Estate Documents
Mr. Jacobson and his staff were very accommodating, professional, and kind. He reviewed and approved all the old documents my mother had and created new ones where needed. My mother is retired from a former prominent law firm so she is very particular about whom she trusts. She was very pleased with Mr. Jacobson and his staff and the services they provided.
Read less
Posted by Robert | April 17, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Great down to earth Attorney
Dana is a great advisor and very down to earth. He gave great advice and did the requested work quickly and efficiently. The whole staff was very friendly, Thank you very much
Posted by Linda | April 16, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Being Prepared
My husband and I hired Mr. Jacobson to help us with our wills and power of attorney. He and his office were extremely helpful and supportive. They made sure we understood all that was done. Everything went very smoothly. I would highly recommend Dana Jacobson as your attorney .
Posted by anonymous | January 17, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Good experience.
We had our wills done by Mr. Jacobson. We are very happy with how easy he made it for us. He took the time to explain anything we were unclear on. It was an easy, positive experience.
View less reviews

Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 9.4 (Superb)

Work Experience

  • President
  • The Jacobson Law Firm, P.C.
  • 1994 - Present

Education

  • St. Mary's University
  • JD - Juris Doctor
  • 1985
  • The University of Texas At Austin
  • BS
  • 1978

Associations

  • Project Transformation
  • Board Member, Officer
  • 2019 - Present
  • San Antonio Bar Foundation
  • Fellow
  • 2014 - Present
  • The C12 Group
  • Member
  • 2011 - Present
  • State Bar of Texas, Real Estate, Probate and Trust Section
  • Member
  • 2010 - Present
  • Reserve Officers Association
  • Life member
  • 2005 - Present
  • Texas Municipal Courts Association
  • Member
  • 2000 - Present
  • Military Officers Association of America (MOAA)
  • Member
  • 1997 - Present
  • College of the State Bar of Texas
  • Fellow
  • 1997 - Present
  • Officers' Christian Fellowship
  • Member
  • 1986 - Present
  • State Bar of Texas
  • Member
  • 1985 - Present
  • University UMC Foundation
  • President
  • 2017 - 2019
  • University UMC Foundation
  • Board Member
  • 2015 - 2019
  • Hallmark University
  • Adjunct Instructor in Business and Health Law
  • 2015 - 2018
  • University United Methodist Church
  • Trustees Chair
  • 2010 - 2011
  • Texas Municipal Courts Education Center
  • Faculty
  • 2007 - 2015
  • State Bar of Texas, Military Law Section
  • Board of Directors
  • 2002 - 2003
  • State Bar of Texas, Military Law Section
  • Member
  • 2000 - 2015
  • University UMC Foundation
  • Board Member
  • 1998 - 2001
  • Phi Alpha Delta
  • Vice-Justice
  • 1984 - 1985
View all associations

Languages Spoken

  • Spanish

Honors and Awards

  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2024
  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2023
  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2022
  • Legion of Merit (1 OLC)
  • United States Air Force
  • 2015
  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2014
  • 2012 Mentor of the Year
  • TJAGCR Junior Officer Council
  • 2013
  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2013
  • Meritorious Service Medal w/6 Oak Leaf Clusters
  • United States Air Force
  • 2011
  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2010
  • 2004 Jim Bowmer Professionalism Award
  • College of the State Bar of Texas
  • 2004
  • 3rd place Songwriting - Childrens' and Novelty
  • Christian Artists' Seminar
  • 1996
View all awards

Publications

  • TMCEC 12-hour Judges Seminar
  • "Judgments, Enhancement and Affirmative Findings
  • 2007
  • San Antonio Medicine, reprinted with permission in Coastal Bend Medicine
  • "Should You Hire Your Own Lawyer?"
  • 1995

Speaking Engagements

  • Pax Financial Group Client Seminar
  • Beyond the Simple Will: Some Advanced Estate Planning Ideas
  • 2020
  • San Antonio Board of Realtors
  • Ethics of Realtor Marketing
  • 2015
  • 502 Installation Supt Gp CLE
  • Probate Procedure in Texas
  • 2015
  • "Getting Your Affairs In Order"
  • Wills & Advance Directives
  • 2015
  • TMCEC New Judges Course
  • Municipal Ordinances (multiple)
  • 2014
  • Regional Judges Seminar
  • Advanced Municipal Ordinances (multiple)
  • 2013
  • HR Speakers Series
  • Dispositive Instruments & Advance Directives
  • 2011
  • HR Speakers Series
  • Dispositive Instruments & Advance Directives
  • 2011
  • HR Speakers Series
  • Caring & Planning for Elderly Family Members
  • 2011
  • Regional Judges Seminar
  • Vienna Convention and ICE Holds (multiple)
  • 2009
  • ARC Barranquilla Justicia Penal Militar
  • US Military Justice Accusatorial System (Spanish)
  • 2006
View all speaking engagements

Attorney endorsements

Received (1)
Given (3)
Endorse Dana
Estate planning Attorney | Apr 14
Relationship: Family member
"I endorse this lawyer. Dana is a family member of mine, and has provided me with countless wisdom relating to both personal and professional life. He is a fantastic attorney and I am proud to endorse him as an attorney and counselor of law."