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Jerry D. Jones and his son, Brian, left their own firm in 2012 to join Harrison & Held as partners and to co-chair the firm’s family office practice. Jerry was a partner at Wilson & McIlvaine (a Chicago icon founded in 1867), where he learned estate planning, trust administration, and investment oversight from highly-experienced lawyers who served as counsel and Independent Executors and Trustees to many of Chicago’s most successful families. His practice encompasses all aspects of Estate, Gift and Generation-Skipping Transfer Taxation.
Jerry authored legislation requiring independent administration for all Illinois probate estates (unless court supervision is requested in the pleadings).
On behalf of the Chicago Bar Association, Jerry has testified several times before the Illinois State Senate Judiciary Committee on pending legislation in the trust and estate areas.
“Individual Trustee or Corporate Trustee?”, Chicago Bar Association Trust Law Committee, 2010.
“Should Illinois Surviving Spouse Statutory Share Rights in Probate Extend to Decedent’s Inter Vivos Trusts?”, Chicago Bar Association Trust Law Committee, 1992.
HONORS & AWARDS
AV Peer Review Rated in Martindale-Hubbell.
Named to the Illinois Leading Lawyer network for Estate Planning http://www.leadinglawyers.com/atty_profile.cfm?TOCUID=1010688
University of Illinois, , J.D. Law Review, Order of Coif, 1967
Illinois Supreme Court
American Bar Association
Illinois State Bar Association
Chicago Bar Association
When attorneys draft trust documents, it's important to include maximum flexibility mechanisms to better respond to future tax, societal and beneficiary changes. Despite our clients' and our belief in crystal ball prognosis, these situations really are unforeseeable.