Bryan Jepson counsels individuals and families on tax and estate planning matters. He collaborates with clients to develop and implement business succession plans and gifting strategies that minimize federal gift, estate, and generation-skipping transfer tax liabilities. More specifically, Bryan advises clients in the formation, funding, and administration of trusts, including spousal lifetime access trusts (SLATs), dynasty trusts established for the benefit of current and future generations, grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), various types of charitable trusts, and domestic asset protection trusts. In addition, Bryan frequently works with clients to establish base estate plans including wills, revocable trusts, and powers of attorney.
Bryan enjoys building relationships with individuals and families, fiduciaries, and wealth advisors to understand and achieve a client’s financial and estate planning goals. In many cases an effective estate plan spans multiple generations, and Bryan frequently advises children and grandchildren in the continuing administration of a client’s original estate plan.
Prior to joining Bass, Berry & Sims, Bryan’s practice focused on U.S. federal income tax. Most recently, Bryan served as tax counsel for a large international conglomerate where he structured various multi-billion dollar domestic and international transactions.