Jeremy is a partner in the Private Wealth practice. He is a fellow of the American College of Trust and Estate Counsel and is a former chair of the Fiduciary Law Section of the State Bar of Georgia. He is also licensed to practice in Florida.
Jeremy skillfully guides ultra-high-net worth U.S. and international clients through complex wealth transfer strategies, wealth transfer tax implications, estate administration, and charitable planning. He has handled the estate of a prominent Forbes 400 individual, as well as numerous other multimillion-dollar estate administrations. As a trusted legal professional, he helps clients gift millions of dollars to beneficiaries in tax-efficient ways and accomplish significant charitable gifts.
Jeremy also advises clients on how to best transfer family businesses with the lowest tax cost and how to form successful business succession plans for company founders and the next generation of future leaders.
Jeremy is a frequent lecturer and author on complex wealth transfer and tax strategies, including co-author of the comprehensive publication Georgia Estate Planning, Will Drafting and Estate Administration Forms.
As the firm’s chair of Professional Development, he oversees compensation, mentoring, and training for all of the firm’s associates.