Jason L Galaif

Associate

Jason Galaif brings a background in accounting to his private wealth planning practice. As a certified public accountant (CPA), Jason is well equipped to help clients protect their assets in a tax-efficient manner. His breadth of experience enables him to incorporate aspects of corporate law, tax law, and trust and estate planning to create wealth management solutions tailored to each client’s individual needs and goals.

Prior to joining Venable, Jason was a private wealth planning associate in the Costa Mesa office of an Am Law 100 firm. There, he organized structures to distribute generational wealth with a focus on federal, gift, estate, and generation-skipping transfer (GST) taxes. Jason also provided counseling on matters related to restructuring, tax implications, fiduciary responsibilities, trust administration, and succession documentation.

Credentials
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Education

  • LL.M. Taxation University of San Diego School of Law 2015
  • J.D. Business and Corporate Law University of San Diego School of Law 2015
  • B.S. Business Administration University of Arizona Eller, College of Management 2010

Bar Admissions

  • California

Professional Memberships and Activities

  • CPA, California Board of Accountancy, 2016 – present