Jason R. Flaherty
Attorney Profile
Top Rated Estate Planning & Probate Attorney in Austin, TX
Austin, TX 78759
Selected to Rising Stars: 2005 - 2012
- Estate Planning & Probate (70%),
- Tax: Business (10%),
- Business/Corporate (10%),
- Aviation and Aerospace (10%)
An attorney at Austin, Texas-based Brink Bennett Flaherty Golden pllc, Jason R. Flaherty focuses his practice primarily on trust and estate planning and administration. He has been certified as a specialist in estate planning and probate law by the Texas Board of Legal Specialization, and he is also a certified public accountant. Admitted to practice before all Texas and Missouri state courts, Mr. Flaherty is also admitted to practice before the U.S. Tax Court. Highly respected by his colleagues, he has received a 10.0 "Superb" peer review rating through Avvo.
Mr. Flaherty regularly prepares and reviews wills, health care and financial powers of attorney, and advance health care directives. His extensive experience includes grantor retained annuity trusts as well as other specialized trust instruments, and he helps business owners plan for the eventual transfer of their companies in the event of their retirement, incapacity, or death. Mr. Flaherty also advises clients on how best to minimize their income and estate tax exposure. In his trust and estate administration practice, he provides advice and counsel to heirs, beneficiaries, and fiduciaries, and he assists with the preparation of the final estate and income tax returns.
Mr. Flaherty also has a keen interest in aviation and part of his practice is dedicated to the representation of private jet owners. Some of the matters that he deals with in this regard include compliance with Federal Aviation Administration regulations as well as structuring purchases to minimize state sales and use taxes.
Mr. Flaherty majored in accounting and business administration at The University of Kansas and received a Bachelor of Science in 1992. After spending several years as a financial analyst, he enrolled at Northwestern University Pritzker School of Law and served on the Northwestern University Law Review before being awarded his Juris Doctor cum laude in 2002.
Estate Planning & Probate (70%): Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills
Tax (10%): Tax Law
Business/Corporate (10%): Business Formation and Planning, Limited Liability Companies, Partnership, Sub-chapter S Corporations
Aviation and Aerospace (10%): Aviation
Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills, Tax Law, Business Formation and Planning, Limited Liability Companies, Partnership, Sub-chapter S Corporations, Aviation
Selections
Super Lawyers: 2014 - 2019 Rising Stars: 2005 - 2012
To: Jason R. Flaherty
Super Lawyers: Potential Client Inquiry
Additional Sources of Information About Jason R. Flaherty
About Jason Flaherty
Admitted: 2002, Texas
Professional Webpage: https://bbfglaw.com/jason-flaherty.html
Honors/Awards:
- Selected to the Texas Super Lawyers list, as seen in Texas Monthly magazine (2014, 2015) and selected to the Rising Stars list (2005 - 2012)
Special Licenses/Certifications:
- Board Certified - Estate Planning and Probate Law - Texas Board of Legal Specialization;
- Certified Public Accountant
Bar/Professional Activity:
- Vice-Chair, Estate and Gift Tax Committee, State Bar of Texas (2008-2010)
- President, Estate Planning and Probate Section, Austin Bar Association (2011-2012)
- Director, Estate Planning and Probate Section, Austin Bar Association (2008-2014)
- Treasurer, Estate Planning and Probate Section, Austin Bar Association (2009)
- Chair, Estate and Gift Tax Committee, Tax Section, State Bar of Texas (2010-2011)
- Editorial Board, The REPTL Reporter, State Bar of Texas (2009 - Present)
- Member, Austin Bar Association
- President Elect, Estate Planning and Probate Section, Austin Bar Association (2010-2011)
- President, Austin Tax Study Group, 2017 – Present
- Member, Austin Tax Study Group
- Member, College of the State Bar of Texas
Pro bono/Community Service:
- Volunteer Admissions Interviewer, Northwestern University School of Law, 2002 - Present
- Fellow, Austin Bar Foundation
- Sustaining Life Fellow, Texas Bar Foundation
- Trustee, Zach Scott Theatre, 2007 - 2010
Scholarly Lectures/Writings:
- Grantor Trusts: Overview, Recent Developments & Advanced Planning with GRATs, Austin Tax Study Group (2008)
- Tax Relief for Employment Plaintiffs, TRIAL magazine, Vol. 41, No. 08 (2005)
- American Jobs Creation Act of 2004: Selected Highlights and New Guidance, Annual Tax Conference of the Austin Chapter of the Texas Society of CPA's (2005)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 47, No. 3 (2009)
- Advanced GRAT Planning, Austin Chapter of the Texas Society of CPA's (2009)
- Estate Planning & Probate 101, 36th Annual Adv. Estate Planning and Probate (June 25, 2012)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 51, No. 1 and 2 (2013)
- Marital Deduction Planning in 2013, Austin Bar Assoc., Estate Plan'g & Probate Sec. (Sept. 20, 2013)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 52, No. 2 (2013)
- Marital Deduction Planning in 2013, 24th Annual Estate Planning and Probate Drafting (Oct. 24, 2013)
- Rethinking the A/B Plan, Corpus Christi Estate Planning Council (Jan. 16, 2014)
- Accidental Minor Inheritance: UTMA vs. 142 Trusts vs. 1301 Trusts vs. Account FBO a Minor, Intermediate Estate Planning & Probate Course (June 9, 2014)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 52, No. 4 (2014)
- Drafting with High Exemptions and Portability, 25th Annual Estate Planning and Probate Drafting (Oct. 10, 2014)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 53, No. 2 (2015)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 53, No. 2 (2015)
- Planning with Retirement Accounts, 42nd Adv. Estate Plan’g & Probate (June 13, 2018)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 56, No. 1 (2017)
- Buying and Selling Private Aircraft - What Could Go Wrong?, TexasBar CLE webcast (Mar. 29, 2017)
- Navigating the Acquisition and Sale of Private Aircraft, 27th Estate Plan’g and Probate Drafting (Oct. 7, 2016)
- Tax Planning with Short Life Expectancies, 40th Adv. Estate Plan’g & Probate (June 23, 2016)
- Practical Income Tax Gems for Estate Planners, 39th Adv. Estate Plan’g & Probate (June 10, 2015)
- Preparing Your First Will, TexasBar CLE webcast (Nov. 18, 2015)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 53, No. 1 (2014)
- Estate and Gift Tax Developments, REPTL Reporter, Vol. 52, No. 3 (2014)
- American Jobs Creation Act of 2004, Changes Regarding Tax Shelters and Tax Opinions, Austin Tax Study Group (2005)
- Costly Cash: Deferred Executive Compensation Plans, Texas Lawyer (2005)
Educational Background:
- Northwestern University School of Law, Chicago, IL - J.D., 2002, cum laude; Order of the Coif; Northwestern University Law Review, Associate Editor; Arlyn Miner Book Award for Excellence in Legal Writing.
- University of Kansas, Lawrence, KS - B.S., Accounting & Business Administration, 1992
Industry Groups
- Aviation
Jason R. Flaherty:
Last Updated: 4/4/2019