Megan Lisa Jones is a tax attorney at Clark & Trevithick, A.P.C. who advises on business, estate planning and complex structuring issues. She has extensive transactional and international experience. Having previously worked as an investment banker for Lazard Freres and Needham & Company, Megan’s grasp of financial complexities provides a solid foundation for transactional, valuation and fundraising issues. She has sold businesses from inside and outside trusts, handling complex partnership, S Corporation and public company issues. Megan is well versed in business formation, including choice of entity.
When dealing with private client issues, Megan has handled complex estate planning, administration and controversy work. Simpler planning is a welcome addition, and can be handled quickly and expertly. She frequently advises clients facing business succession planning challenges and is able to meld the business, estate planning and inter-personal dynamics into an integrated solution. Her expertise includes both domestic and international estate planning. Megan’s clients include individuals, businesses, family offices and not-for-profit organizations. Many clients are multi-jurisdictional.
Megan has both a J.D. and an LL.M. in tax from Loyola Law School, Los Angeles. Undergraduate work was completed at Pepperdine University. She is a member of the Beverly Hills, the Los Angeles and the American Bar Associations, and is on the respective tax group executive committee for both the LA.C.B.A. and B.H.B.A. Megan has taught classes for Loyola Law School, U.S.C. Law School, CEB, Pincus Professional Education, P.F.A.C. and N.B.I., among other organizations, and speaks at numerous conferences. She is a STEP member, has written three books and has a California real estate broker’s license. Megan is an education advocate, and on the board of the Mr. Holland’s Opus Foundation.