Drawing on a deep background in both law and finance—including his early career as a CPA at a global accounting firm—Jay helps clients develop and implement comprehensive transition plans that preserve wealth, protect assets, and honor family or organizational legacy.

Jay’s practice spans a broad range of issues central to privately held enterprises, including business law, commercial real estate matters, and employment and tax law. He works closely with multi-generational family businesses, medical and dental practices, law and accounting firms, financial service providers, supply-chain and distribution entities, and nonprofit organizations. In addition to planning for the future transfer of ownership, Jay advises on estate and gift tax strategies, wealth preservation techniques, and the administration of estates and trusts, often serving as a bridge between generations.

Certified by the Exit Planning Institute as a Certified Exit Planning Advisor (CEPA), Jay is a member of the Institute’s New England Chapter Leadership Committee. With more than four decades of experience, he is known for crafting integrated legal solutions that reflect the full complexity of his clients’ businesses and personal priorities.