Moore & Van Allen Law Firm, Attorneys
Practice Areas
  • B.A., University of Virginia, 1994
  • J.D., Nova Southeastern University, 1997, magna cum laude
  • LL.M., Georgetown University Law Center, 1998, Taxation
  • Virginia, 1997
  • North Carolina, 1999
  • Partnerships, Corporate (C Corp & S Corp) and Individual Income Taxation
  • Life Insurance Planning
  • Charitable Planning
  • Tax Controversy
  • Non-Profit Entity Planning
  • Business Succession
  • Asset Protection Planning
  • Family Office
100 North Tryon Street
Suite 4700
Charlotte, NC 28202-4003

Christopher (Chris) J.C. Jones

Member
Overview
News & Events
Publications
Professional Affiliations

Chris Jones heads the Moore & Van Allen Estate & Wealth Planning Group. Jones has substantial experience advising and counseling clients regarding sophisticated estate planning, business succession, asset protection, charitable planning, life insurance matters and international estate planning. Jones understands that each client has specific, unique objectives and Jones and his team provide creative, customized solutions to accomplish each client's specific objectives.

A Fellow in the American College of Trust and Estate Counsel (ACTEC) and a board certified specialist in estate planning and probate law, Jones often acts as the trusted advisor to multiple generations of families assisting and advising families on the preservation, protection and transfer of their wealth. As personal general counsel to his clients, Jones monitors legal issues, marshals resources and crafts solutions that protect what matters most to each client.

Jones' representation frequently involves the following:

  • Preparation of estate planning documents;
  • Structuring and implementing sophisticated lifetime and testamentary wealth transfer techniques including gifts and sales to grantor trusts, Grantor Retained Annuity Trusts (GRATs) and Testamentary Charitable Lead Annuity Trusts (CLATs);
  • Trust Modifications and Trust Decanting;
  • Irrevocable Life Insurance Trusts (ILITs);
  • Charitable Lead and Charitable Remainder Trusts;
  • Creation of charitable foundations and non-profit organizations;
  • The creation, funding and maintenance of Limited Liability Companies, Limited Partnerships and S Corporations;
  • Helping clients create and operate family offices;
  • Complex estate administration;
  • Income tax planning to help clients minimize income taxes and maximize basis;
  • International estate planning including domestic wills for non-citizens, foreign trusts, pre-immigration planning and advising on the tax consequences of expatriation; and
  • Premarital Planning.

An author and frequent speaker at professional conferences, Jones provides sophisticated tax advice and counsel to many family and closely held businesses. In serving his closely held business clients, Jones provides advice and counsel on issues including:

  • Tax Issues;
  • Business Succession Planning; and
  • Operational Issues

Jones also represents 501(c)(3) nonprofit organizations and their management and has extensive experience advising public charities and private foundations in all aspects of their organization, administration and management.

SPEAKING ENGAGEMENTS

  • "Show Me the Money! Monetizing the Value of the Family Business," November 7, 2017, Hawaii Tax Institute, Honolulu, HI
  • "Business Succession Planning for the Family Business," July 28, 2017, North Carolina Bar Association Estate Planning and Probate Section Annual Meeting, Kiawah Island, SC
  • "Tax and Non-Tax Considerations in Succession Planning for the Family Business," February 17, 2017, North Carolina Bar Association Business Law Section Annual Meeting, Pinehurst, NC
  • "Nothing Succeeds Like Successful Succession - Business Sucession Planning for Family Businesses," January 12, 2017, Heckerling Institue on Estate Planning, Orlando, FL
  • "Income Tax and Basis Management Planning in Today's Estate Planning Practice," November 5, 2015, EY Family Office Conference, Charlotte, NC
  • "The Ascendency of Income Tax Planning In Estate Planning," July 17, 2015, 42nd Annual Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law, Lexington, KY
  • "Estate Planning Hot Topics Panel," July 17, 2015, 42nd Annual Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law, Lexington, KY
  • "Running The Basis, Basis Management Planning", March 7 and March 8, 2015, American College of Trust and Estate Counsel (ACTEC) Annual Meeting, Marco Island, FL.
  • "The Ascendancy of Income Tax Planning in Estate Planning," November 13, 2014, Notre Dame Tax & Estate Planning Institute, South Bend, IN.
  • "Estate and Tax Planning for Liquidity Events," October 18, 2012, Southern Federal Tax Institute, Atlanta, GA.
  • "The Appraisal Process and Ten Valuation Opportunities Beyond the Traditional FLP Approach," September 23, 2011, Southern Federal Tax Institute, Atlanta, GA.  
  • "Eye of the Storm? A Review of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010," February 21, 2011, NC Bar Association, Webinar.
  • "Recent Developments in Estate Planning and Fiduciary Law," October 8, 2010, NC Bar Association, Greensboro, NC.
  • "Insurance Planning Post-Meltdown: What's In, What's Out, What's Uncertain," October 1, 2010, Southern Federal Tax Institute, Atlanta, GA.
  • "Recent Developments in Estate Planning and Fiduciary Law," July 22, 2010, NC Bar Association, Kiawah Island, SC.
  • "Recent Developments in Federal Tax Law," July 16, 2009, NC Bar Association, Kiawah Island, SC.
  • "Estate and Tax Planning for Liquidity Events," January 21, 2009, NC Bar Association, Greensboro, NC.
  • "The Life Cycle of Family Limited Partnerships," December 11, 2008, Tennessee Federal Tax Institute, Nashville, TN.
  • "Advanced Topics in Estate Planning," January 2007, Mecklenburg County Bar Association, Charlotte, NC
  • "Estate Planning for the Closely-Held Business Owner," November 2005, Lorman Education, Charlotte, NC
  • "Asset Protection Planning," December 2004, North Carolina Bar Association, Greensboro, NC
  • "Choice of Entity," November 2004, Lorman Education, Charlotte, NC
  • "Recent Developments in Valuation," November 2004, Lorman Education, Charlotte, NC
  • "Asset Protection Planning," September 2004, Mecklenburg County Bar Association, Charlotte, NC
  • "Asset Protection Planning with Trusts," January 2004, Queens College Estate Planner's Day, Charlotte, NC
  • "Estate Planning for the Family Business," November 2003, Lorman Education, Charlotte, NC 

PUBLICATIONS

  • Co-Author, "Grantor Trust Income Tax Reporting Requirements - A Primer," Probate & Property, January/February 2016
  • Author, "The Basics of U.S. Taxation of Nonresident Aliens – The Transfer Tax Aspects,"  The Will & The Way, September 2010
  • Co-Author, "Income Tax Considerations in Structuring the Sale of S Corporation Stock to a Trust," Probate & Property, July/August 2010
  • Author, "The Basics of U.S. Taxation of Nonresident Aliens – The Income Tax Aspects – Part One,” The Will & The Way, May 2010
  • Author, “Planning Can Limit Reach of Creditors,” Charlotte Business Journal,  October 27, 2006
  • Author, “Using LLCs as Trust Substitutes,” Probate and Property, published in two parts, December 2003 and January 2004

AWARDS AND PROFESSIONAL RECOGNITION

  • Fellow, American College of Trust and Estate Counsel
  • Charlotte Magazine's Five Star Award for Best in Client Satisfaction for Estate Planning Professionals
  • Trustee, Southern Federal Tax Institute
  • North Carolina Bar Board Certified Specialist in Estate Planning and Probate Law
  • Chairman, Mecklenburg County Bar Estate Planning and Probate Section, 2007-2009
  • Included in Best Lawyers in America for Tax Law, 2013-2018
  • Included in Best Lawyers in North Carolina

Of Note

  • Foundation for the Carolinas Cabinet of Professional Advisors
  • Former captain, The University of Virginia baseball team
  • LL.M. degree in Taxation, The Georgetown University Law Center
  • Active in numerous community organizations, including coaching several youth sports teams and serving on the Boards of non-profit organizations 

Publications

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Professional Affiliations

  • Mecklenburg County Bar Association:  Past Chairman, Estate Planning and Probate Section
  • American Bar Association:  Tax Section, Real Property, Probate and Trusts Section
  • North Carolina Bar Association:  Tax Section, Estate Planning and Fiduciary Law Section
  • American College of Trust and Estate Counsel, Fellow
  • Southern Federal Tax Institute, Trustee