Paula M. Jones Rating

Profile Completion:Not Rated
Site Activity:Not Rated
Knowledge:Not Rated


Paula M. Jones
Attorney (Tax)


Philadelphia, PA
Contact Email
Linked In


Tax & Estate Attorney




Last Update: March 24, 2020 03:26 PM
Last Login: March 24, 2020 03:24 PM

User was viewed 4681 times (total).

Paula M. JonesEB-5 Expert

Paula M. Jones


Paula M. Jones has twenty years of experience advising clients on all aspects of domestic and international estate law for moderate to high net worth individuals and business owners.  She opened her own practice in 2016.

Her domestic estate work includes wills, trusts, powers of attorney living wills and beneficiary designations.  She employs marital, residuary, dynasty and disclaimer trusts, as well as family corporations to protect and preserve assets for many generations. She represents trustees and beneficiaries of trusts in trust-related matters.  Her Orphans’ Court practice includes trust reformations, trust mergers and divisions, terminations, accountings and audits. She represents parties in negotiations to avoid fiduciary litigation.

Her work with international clients includes efficient planning in regard to U.S. estate and gift taxation, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the United States, administration of estates of foreign individuals with U.S. property and other related matters.  She has represented many individuals in regard to foreign account and asset compliance issues.

Paula is currently an adjunct professor at Western New England University School of Law where she teaches International Estate Planning.  She has guest lectured at Columbia University, Temple University School of Law’s Masters of Laws Program and Rutgers University School of Law.  She lectures frequently for organizations such as the American Immigration Lawyers Association, Society for Human Resource Management and the American Bar Association, as well as local estate planning councils.

Paula has authored several articles in respected industry journals such as Trusts and Estates, AICPA’s Tax Advisor and the ABA’s Practical Tax Lawyer. In addition, she developed a workshop on estate planning basics, titled “Will Power: Wealthy or Not, Your Estate Matters.” The companion book was published by The Graduate Group.

Paula is admitted to practice in the State of New York, Commonwealth of Pennsylvania, the U.S. Tax Court and the U.S. District Court, Eastern District of Pennsylvania.


 Paula advises high net worth individuals in wealth planning matters, with a focus on international planning. She advises clients on all aspects of U.S. estate and gift taxation, the creation, migration and maintenance of U.S. and foreign trusts, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the United States, charitable giving overseas, offshore account compliance, administration of estates of foreign individuals with U.S. property and other related matters.

Paula is a frequent speaker and author. She is an adjunct professor in International Estate Planning at Western New England University School of Law in Springfield, MA. 

Paula practices in Philadelphia and New York.

Participated Events

Securities Disclaimer

This website is for informational purposes only and does not constitute an offer or solicitation to sell shares or securities. Any such offer or solicitation will be made only by means of an investment's confidential Offering Memorandum and in accordance with the terms of all applicable securities and other laws. This website does not constitute or form part of, and should not be construed as, any offer for sale or subscription of, or any invitation to offer to buy or subscribe for, any securities, nor should it or any part of it form the basis of, or be relied on in any connection with, any contract or commitment whatsoever. LLC and its affiliates expressly disclaim any and all responsibility for any direct or consequential loss or damage of any kind whatsoever arising directly or indirectly from: (i) reliance on any information contained in the website, (ii) any error, omission or inaccuracy in any such information or (iii) any action resulting therefrom.