Jason Lederman advises business owners, entrepreneurs, investors, real estate owners, and other high-net-worth clients on all aspects of estate planning and trust administration.
Jason’s practice is focused on developing holistic wealth transfer strategies and structuring tax-advantaged trusts, entities, and transactions. He frequently advises clients on gift and sale transactions (often involving grantor trusts, grantor retained annuity trusts, family LLCs and operating business entities), disability planning for beneficiaries with special needs, charitable giving (involving private foundations, charitable remainder trusts and charitable lead trusts), probate and trust administration, and issues related to the establishment, transfer, and succession of family businesses.
Jason has been selected to The Best Lawyers in America® "Ones to Watch" lists for the categories of Trusts & Estates and Tax Law, 2021-2024. Additionally, Jason has been selected to the list of New York Metro Super Lawyers® "Rising Stars" from 2020-2023.
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J.D., Hofstra University School of Law
American College of Trust and Estate Counsel Law Journal, Student Editor
Journal of International Business and Law, Senior Notes and Comments EditorLL.M, Taxation, New York University School of Law
Brooklyn College, B.S., B.A., (summa cum laude)
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New York
New Jersey
Florida -
Advised the founder of a public company in the successful transfer of more than $100 million in company shares to trusts for descendants, free of gift and estate tax, using grantor retained annuity trusts.
Advised hedge fund principals on establishing family dynasty trusts using fund interests.
Advised a leading commercial real estate owner regarding gifts and sales to a grantor trust, as well as the subsequent administration involved.
Advised a substantial owner of a public company regarding the tax implications of creating a charitable remainder trust using company shares.
Advised a public company executive regarding the Hart-Scott-Rodino ramifications of retaining certain trust powers in irrevocable trusts.
Advised the owner of a health insurance entity regarding income tax and estate tax advice in connection with planning for a significant sale of stock.
Advised a private equity investor in establishing an estate plan involving significant cryptocurrency holdings.
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The Best Lawyers in America® "Ones to Watch", 2021-2024
Tax Law
Trusts & Estates
New York Metro Super Lawyers® “Rising Stars,”, 2020-2023