MEGAN LISA JONES
MEGAN LISA JONES is a tax attorney at Clark & Trevithick, A.P.C. who advises on business, estate and related complex planning issues. Ms. Jones has both a J.D. and an LL.M. in tax from Loyola Law School, Los Angeles. Undergraduate work was completed at Pepperdine University.
Megan focuses on advising clients on a wide range of tax and other structuring and administrative legal issues. Having worked as an investment banker for Lazard Freres and Needham & Company, her grasp of financial complexities provides a solid foundation for corporate transactional, valuation or fundraising issues. She has sold businesses from inside and outside trusts, handling complex partnership, S Corporation or public company issues. She has also worked with corporate structure, exit strategy and investor matters. Her expertise included handling international planning and transactional issues. Megan’s clients include individuals, businesses and not-for-profit organizations.
Ms. Jones is a member of the Beverly Hills, the San Fernando, the Los Angeles and the American Bar Associations. She is a continuing education instructor for Loyola Law School, CEB and NBI, among other organizations, and speaks at numerous conferences. Ms. Jones is a STEP member, has written three books and has a California real estate broker’s license. Megan is an education advocate and on the board of the Mr. Holland’s Opus Foundation.