Expand Your
Client Value.
Estate planning, asset protection, and business legal services that complete your clients' wealth strategy. Deepen relationships. Deliver more value. Keep your clients longer.
Why Financial Advisors Partner With Us
Your clients' wealth management strategy is incomplete without proper legal protection. We help you strengthen client relationships by providing trusted legal services that align with their financial goals.
Strengthen Client Relationships
When you refer clients to us, you're providing them with a complete wealth protection strategy. Estate planning and asset protection complement your investment advice, making you more valuable to your clients.
Coordinated Client Care
We work alongside you, not around you. When structuring trusts and business entities, we coordinate with your financial plans to ensure tax efficiency and investment continuity.
Grow Your Practice
Estate planning conversations often reveal additional assets and planning needs. Our partnership creates opportunities for deeper client engagement and expanded AUM.
What Your Clients Get
Comprehensive legal services that protect your clients' wealth and complement your financial planning.
Estate Planning & Wealth Transfer
Protect your clients' wealth across generations with comprehensive estate planning that integrates with their investment strategy.
- • Revocable living trusts for probate avoidance
- • Irrevocable trusts for estate tax minimization
- • Charitable trusts (CRTs, CLTs) for tax-efficient giving
- • Life insurance trusts (ILITs) for estate liquidity
- • Special needs trusts for dependents
- • Business succession planning
Asset Protection
Protect your clients' assets from lawsuits, creditors, and business risks while maintaining flexibility for financial planning.
- • Asset protection trust structures
- • LLC and entity formation for liability protection
- • Real estate holding structures
- • Business entity restructuring
- • Pre-litigation asset planning
- • Creditor protection strategies
Business Legal Services
For clients who are business owners, we provide the legal infrastructure to protect and grow their ventures.
- • Business formation and restructuring
- • Operating agreements and shareholder agreements
- • M&A and transaction support
- • Commercial contracts and licensing
- • Employment agreements and compliance
- • Intellectual property protection
High-Net-Worth Client Services
Specialized services for your most sophisticated clients with complex wealth and multi-generational planning needs.
- • Family office legal support
- • Dynasty trust planning
- • Private foundation formation
- • Multi-state and international planning
- • Executive compensation planning
- • Pre-IPO and liquidity event planning
How We Work Together
A simple, professional referral process that keeps you in the loop and protects your client relationships.
Identify the Need
You recognize a client could benefit from estate planning, asset protection, or business legal services.
Make the Introduction
Introduce us directly, or have your client reach out. Either way, we'll handle the intake professionally.
Coordinate Planning
With client consent, we coordinate with you to ensure legal and financial strategies are aligned.
Deliver & Follow Up
We deliver quality legal work and keep you informed, strengthening your client relationship.
Common Client Scenarios
🏠 "My client just had a major liquidity event"
Liquidity events create estate planning and asset protection needs. We help structure trusts and entities to protect and transfer wealth efficiently.
👨👩👧👦 "My client wants to set up trusts for their kids"
We create education trusts, graduated distribution trusts, and incentive trusts that align with your client's values and investment strategy.
🏢 "My client owns multiple businesses"
Business owners need proper entity structuring, succession planning, and liability protection. We create holding company structures that optimize taxes and protect assets.
⚖️ "My client is concerned about lawsuits"
High-profile professionals and business owners face liability risks. We implement asset protection strategies before problems arise.
ABOUT JACOBS COUNSEL
A Partner You Can Trust
Jacobs Counsel is a boutique law firm focused on estate planning, business transactions, and outside counsel services for high-achievers. We serve clients in sports, entertainment, gaming, hospitality, and professional services—industries where your clients may operate.
Our approach is straightforward: we provide sophisticated legal services with clear communication and transparent pricing. No hourly billing surprises. No unnecessary complexity. Just quality legal work that protects your clients' interests.
Licensed in New York, New Jersey, and Ohio, we serve clients nationally and work seamlessly with out-of-state counsel when needed.
Clear Communication
We keep you informed throughout the process. Your clients are served professionally, and you stay in the loop.
Transparent Pricing
Flat-fee estate planning and predictable pricing. Your clients know what to expect before they engage.
Professional Partnership
We respect your client relationships. We're here to support your practice, not compete with it.
Ready to Partner?
Schedule a call to discuss how we can support your clients with estate planning, asset protection, and business legal services.