The Lawyers of Zuber & Taillieu LLP

H. Jacob Lager, Esq.

Partner

Mr. Lager chairs Zuber & Taillieu LLP’s tax department. Mr. Lager’s experience as a tax attorney is broad and deep, and includes conception and implementation of both domestic and cross-border tax solutions. He regularly counsels clients on tax issues pertaining to corporate mergers, asset acquisitions, spin-offs, and debt exchanges; drafts tax information disclosures for proxy statements, public filings, and private offerings; advises clients regarding the inception and maintenance of special status entities, such as S corporations, disregarded limited liability companies, partnerships, REITS, and tax-exempt charitable organizations; and counsels corporate clients pertaining to stock option and other forms of deferred executive compensation.

Mr. Lager also provides estate planning services to high net-worth individuals.  His practice involves handling basic and complex issues related to estate taxation, generation-skipping taxation, fiduciary income tax and post-mortem tax planning.  Mr. Lager has experience settling basic and complex estates, both through probate proceedings and private trust administration.  His special expertise in meeting his clients’ unique generational needs ranges from drafting living trusts to more involved GRATs, QPRTs, family limited partnerships and LLCs, ILITs, charitable trusts, and other manners of deferred giving.

Mr. Lager also has extensive experience in tax litigation, having advocated for clients at all levels of tax dispute resolution, from state and federal administrative hearings to the Ninth Circuit Court of Appeals.

Prior to joining Zuber & Taillieu LLP, Mr. Lager practiced in the tax department of Gibson, Dunn & Crutcher LLP.

Education:

University of Pennsylvania Law School
J.D., 1998

University of California, Berkeley
B.A., 1995
Honors: Graduated with “Distinction”
Honors: California Alumni Scholar
Majors: Political Science, Rhetoric

Bar Admissions:

California
U.S. District Court for the Central District of California
U.S. Court of Appeals for the Ninth Circuit