PERSONAL PROFILE OF JASON E. HAVENS

(See curriculum vitae (CV) for additional information)

PROFESSIONAL ORGANIZATIONS

• American Bar Association (ABA)

  • Section of Real Property, Probate & Trust Law (RPPT)

    • Editor, "Technology: Probate," Probate & Property (Columns: Nov./Dec. 2004, March/Apr. 2005)

    • Lifetime & Testamentary Charitable Gift Planning Committee

    • Vice Chair, Public Information and Web Content Committee

    • Member/Contributor, ABA-PTL Discussion List

      • Selected as One of Five Reporters (Primary Focus: Technology & Exhibitors; Charitable Planning), 37th (Jan. 2003), 38th (Jan. 2004) & 39th (Jan. 2005) Heckerling Institute on Estate Planning, Miami Beach, Florida

• Christian Legal Society

  • Co-Coordinator, Institute for Christian Gift Planning (Oct. 2003 & Oct. 2004)

  • Vice President, Gift, Estate & Trust Section

    • Creator/Moderator, Yahoo Group Discussion List

• The Florida Bar
  • Real Property, Probate & Trust Law (RPPTL) Section

    • Trust Law Committee

    • Estate & Trust Tax Planning Committee

BOARDS OF DIRECTORS

• Capital Trust Company of Delaware

  • Legal Advisory Board

• Sacred Heart Hospital Foundation

  • Chair, Destin-Area Planned Giving Committee

    • Creator/Moderator, Yahoo Group Discussion List

• The Estate Planning Council of the Emerald Coast, Inc.
  • Co-Founder/President

    • Creator/Moderator, Yahoo Group Discussion List

PROFESSIONAL EXPERIENCE

• Havens & Miller, P.L.L.C., Destin, Florida
  Founding Co-Member/Attorney
  Practice areas: wealth preservation planning, estate planning (domestic & international), charitable planning, and estate & trust administration

• Henderson, Franklin, Starnes & Holt, P.A., Fort Myers, Florida
  Associate Attorney, Estate Planning & Administration Department (Chair: William N. Horowitz, Esquire)

• Professor Amy Morris Hess, Knoxville, Tennessee
  Research Assistant
  Researched, drafted, and revised the sections on the "Tax on Generation-Skipping Transfers ('GSTT')" for Professor Hess, the successor author of BOGERT, THE LAW OF TRUSTS AND TRUSTEES, for a replacement volume covering the taxation of trusts.

• Honorable Elizabeth A. Kovachevich, Chief Judge
  U.S. District Court for the Middle District of Florida, Tampa, Florida
  Judicial Intern

• Honorable James H. Jarvis, II, Chief Judge
  U.S. District Court for the Eastern District of Tennessee, Knoxville, Tennessee
  Judicial Intern

AWARDS

• Selected to be listed in Who’s Who in American Law®: Law Fields: Estate planning; Probate; Taxation, estate (2005-2006 (Marquis 14th ed.))
• Nominee, Who’s Who in America® (2006 (Marquis 60th ed.))

• Nominee, Who’s Who in Finance and Business® (2006-2007 (Marquis 35th ed.))

• 2004 Excellence in Writing Award: Probate & Property (American Bar Association)

  • Best Technology/Practice Management Article

• Who’s Who Among American Law Students, 1997 & 1998

EDUCATION

• LL.M. in International Taxation (Emphasis: International Estate Planning), Regent University School of Law

  • LL.M. Scholarship Award

  • Nominee, Society of International Tax Fellows, Royal Society of Fellows

• LL.M. in Estate Planning, University of Miami School of Law

  • Graduate Law Scholarship

  • Student Appointee, Estate & Gift Taxes Committee, American Bar Association Taxation Section

• J.D., University of Tennessee College of Law

  • Research Editor, Transactions: The Tennessee Journal of Business Law

  • Katz Scholarship

  • Who’s Who Among American Law Students, 1997 & 1998

• B.A., magna cum laude, Lipscomb University

SELECT PROFESSIONAL ACTIVITIES

• Select Publications:

  • Co-Author with Eddy R. Smith, Esq., Is (or Should There Be) a New Wave of Pooled Income Funds on the Horizon?, ___ J. of Tax'n of Invest. ___ (Winter/Spring 2005) (to be published by Civic Research Institute) (discussion of developments impacting pooled income funds (PIFs))

  • Co-Author (Primary) with Joseph G. Hodges, Jr., Esq., Deftly Drafting Estate Planning Documents, 18 Prob. & Prop. 35 (July/Aug. 2004) (published by ABA RPPT Section and posted with their express permission) (discussion of drafting systems for estate planning attorneys)

  • Author, Creative Ways to Give ... and Receive, Sacred Heritage (Spring 2004) (newsletter to be published by Sacred Heart Hospital Foundation) (discussion of basic charitable lead and remainder trust concepts)

  • Co-Author (Primary) with Dennis J. Toman, Esq. (Joseph G. Hodges, Jr., Esq., ed.), Technological Tools for the Estate Planning Professional, 6 J. Prac. Est. Plan. 15 (Feb./March 2004) (published by CCH® and posted with their express permission) (discussion of drafting & calculation software, law practice management software, and Internet sites for estate planning professionals)

  • Co-Author (Primary) with Thomas O. Wells, Esq., Faithful Legal Services for the Benefit of Religious Organizations, 17 Prob. & Prop. 22 (Sept./Oct. 2003) (published by ABA RPPT Section) (discussing tax issues of religious organizations from entity's perspective, including charitable planning techniques) (updated and republished by Planned Giving Design Center in Gift Planner's Digest on Oct. 21, 2003 (citation #GPD-20031021163252))

• Select Speaking Engagements:

  • Speaker, A Sample of the Estate Planning Vocabulary of the Holy Scriptures, St. Simon's on the Sound Episcopal Church (May 12, 2005) (special thanks to Ronald D. Aucutt, Esq. for the inspiration to create this presentation) (5/22/2005)

  • Co-Speaker with Jerry J. McCoy, Esq., Charitable Gift Planning, Symposium #1: Personal Trust Strategies 2005 (February 24, 2005 (Fort Myers)) (sponsor: Capital Trust Company of Delaware)

  • Speaker, A Christian Counselor’s Guide to Creating Computer-Generated Charitable and Other Estate Planning Documents ( 10/31/2004 with imbedded hyperlinks), Institute for Christian Gift Planning (Workshop #1), Christian Legal Society National Conference (Oct. 28, 2004)

  • Speaker, Technological Tools for the Estate Planning Professional ( 10/25/2004 with imbedded hyperlinks), 24th Annual Southern California Tax & Estate Planning Forum (Workshop #4, #8 & #12) (Oct. 23, 2004)

  • Speaker, Faithful Legal Services for the Benefit of Religious Organizations, Institute for Christian Gift Planning (Special Session IV), Christian Legal Society National Conference (Oct. 30, 2003) (updated and expanded discussion of tax issues of religious organizations from the entity's perspective, including charitable planning techniques)

  • Speaker, Important Tax and Estate Planning Tools with Case Studies (discussing the use of charitable planning and charitable trusts in estate planning) (May 13, 2003) (sponsor: Sacred Heart Hospital Foundation)

  • Co-Speaker, The Probate Process from Start to Finish in Florida (May 12, 2003) (sponsor: National Business Institute)

  • Speaker, The Truth vs. the Myths about Florida's Intangible Tax (February 18, 2003 (Beach Walk Cafe)) (presentation viewable by clicking on presentation title)

  • Co-Speaker with Joseph G. Hodges, Jr., Esq. and Albert S. Barr, III, Esq., Timely Tech Topics and Ticklers: "Must Have" Software, "Must Know" Technology, and "Must Do" Stuff (Special Session III-E), 37th Annual Heckerling Institute on Estate Planning (January 9, 2003) (sponsor: U. of Miami School of Law & LL.M. Graduate Program in Estate Planning)

  • Speaker, Estate Planning at Year End (December 5, 2002 (Kelly Plantation Clubhouse)) (co-sponsors: American Cancer Society, Morgan Stanley & Carr, Riggs & Ingram)

  • Speaker, Estate Planning under Current Tax & State Laws (October 23, 2002 (Kelly Plantation Clubhouse)) (sponsor: Synovus Trust Company & Vanguard Bank) (presentation viewable by clicking on presentation title)

  • Speaker, Where Do You Go from Here: Effective Drafting and Legal Counsel for Immediate and Deferred Giving, Part IV, PATHWAYS TO ESTATE PLANNING (September 18, 2002 (Okaloosa-Walton Community College (OWCC)) (sponsor: OWCC & OWCC Foundation, Inc.)

  • Speaker, Charitable Planning Research Using Traditional and Technological Sources (July 8, 2002 (Pensacola Civic Center)) (sponsor: Northwest Florida Association of Fundraising Professionals)

  • Speaker, Fundamentals of Estate Planning (April 24, 2002 (Boeing -- Fort Walton Beach)) (co-sponsors: The Boeing Company & Northwestern Mutual Life Insurance Company)

  • Co-Speaker, "Knowledge Is Power" (Insurance Trusts) (January 25, 2001) (co-sponsor: Levin, Tannenbaum et al.)

  • Co-Speaker, "Florida Legislative Changes in the Year 2000" Series (October 2000) (sponsor: Henderson, Franklin, Starnes & Holt, P.A.)

• Select Continuing Education Programs Attended:

  • Attendee, Annual Spring Estate Planning Practice Update, American Law Institute - America Bar Association (June 2002)

  • Attendee, Professor Powell's Presentation for Probate Practitioners -- Advanced Tax, The Florida Bar Real Property, Probate & Trust Law Section (November 2001)

  • Attendee, 11th and 12th Annual Estate Planning Symposia, American Bar Association Section of Real Property, Probate & Trust Law (March 2000 & April 2001)

  • Attendee, 34th, 35th, 37th, and 38th Annual Heckerling Institute on Estate Planning, U. of Miami School of Law (January 2000, 2001, 2003 & 2004)

SKILLS & INTERESTS

• Advanced computer user and creator of nationally-ranked Internet gateway on estate planning

• Proficient in French (reading and writing)

• Avid racquetball and squash player, golfer, and downhill skier