Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant
  • Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
  • Earned a bachelor’s degree from Tulane University, a JD from Tulane University School of Law, and an LLM in taxation from New York University School of Law
  • Member of the New York State Bar (retired) and American Bar Association