Jeffrey Allen Jaech on the Land Conservation Assistance Network

Jeffrey Allen Jaech
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last updated: September 2022

Jeffrey Jaech's expertise is in estate planning, estate and gift tax planning and compliance, and trust/estate administration. He also represents fiduciaries and beneficiaries in trust and estate disputes.

Background

Mr. Jaech helps our clients with their personal estate planning and wealth preservation, including tax and family business succession planning. Mr. Jaech assists trustees and executors in trust and probate administration, including help with tax issues and audits. He also represents fiduciaries and beneficiaries in trust and estate disputes and litigation. He helps donors with their charitable giving and advises charitable organizations. As founder and president of the American Baseball Card Museum, he is knowledgable about the issues collectors face when they wish to dispose of their collectables.

Mr. Jaech is a Certified Specialist in Estate Planning, Trust and Probate Law, as certified by the State Bar of California Board of Legal Specialization. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He served a term (2004-2010) on the Executive Committee of the State Bar's Trusts and Estates Section. Mr. Jaech is a trustee of the Fresno Art Museum. He served nine years as a board member (Chair 2007-2009) of the Fresno Regional Foundation, our local community foundation (www.fresnoregfoundation.org), and is its legal counsel. From 2011 to 2014, he was a director of Meritas, an affiliation of law firms in all 50 states and over 70 countries. Mr. Jaech was a Special Agent of the Federal Bureau of Investigation from 1985 to 1991.

Areas of Practice

Education

Boalt Hall School of Law, University of California, Berkeley (J.D., 1977)
Washington State University (B.A, Phi Beta Kappa, 1974)

Bar Admissions

State Bar of California (1977)
U.S. District Court (Eastern District of California)
U.S. Tax Court

Professional Experience

Planned the estates and prepared the appropriate documents for hundreds of clients
Handled the administration of many probate estates
Guided numerous trustees through the administration of trust estates, including the funding of subtrusts and related tax issues
Consulted in the preparation of estate and gift tax returns, and handled tax audits, most of which involved the values of interests in family-owned businesses or ranches
Helped fiduciaries or beneficiaries resolve serious disputes involving the administration of trusts and estates, and the interpretation of wills and trusts

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REMINDER: This listing is a free service of LandCAN.
Jeffrey Allen Jaech is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.