Jason R. Breit, Esq.
JASON R. BREIT, ESQ., P.C.
https://jasonbreitlaw.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: New York
What to expect from Jason R. Breit, Esq.
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Jason R. Breit, Esq.
Congratulations on starting or restarting your planning journey!
I am so excited to be a part of the Personal Family Lawyer community and work with clients who care about their families and want to live fulfilling lives. I work with clients on their estate planning to create their legacy and develop a plan to achieve their goals and dreams during their lives. The best part of my work is celebrating with clients when their goals and dreams are achieved.
My practice combines the best of both legal and financial planning to achieve a holistic plan for clients. Our office’s estate plans are coordinated with the client’s financial plan. We either work with your existing advisors or recommend some of the country’s top financial and insurance professionals (many that I have personally trained). I offer to quarterback your entire plan and eliminate advisor conflict and uncertainty.
I am a proud graduate of Roger Williams School of Law (Juris Doctorate), Dowling College Townsend School of Business (Master of Business Administration), and Hamilton College (Bachelor of Arts). I have also earned the Retirement Income Certified Professional (RICP ÂŽ) designation from the American College for Financial Services and am certified by the Corporation for Long-Term Care (CLTC).
I was born, raised, and continue to live in West Islip. I am an avid sports fan and attend sporting events often. I enjoy traveling and spending time with my family and friends.
Testimonials
Jason R. Breit, Esq. has been an exceptional estate planner for my family. From the very beginning, he demonstrated nothing less than professionalism, attention to detail, and a deep understanding of estate law. He took the time to listen to our needs, answer our questions, and explain every step of the process in a clear and concise manner.
Jason's expertise and ability to simplify complex matters gave us confidence that our family's estate planning was in the best hands. His personalized approach and genuine care for his clients made what could have been a stressful experience feel manageable and straightforward.
I highly recommend Jason R. Breit to anyone looking for a knowledgeable, reliable, and compassionate estate planner. He goes above and beyond to ensure your family's future is secure and your wishes are honored.
-Gina M.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
Contact Jason R. Breit, Esq.
Complete the form below to reach out and schedule your 15-minute discovery call.