Jackson D. Hamilton
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Jackson D. Hamilton

Areas of Practice

  • Business Law
  • Civil Litigation
  • Health Care
  • Hospitality & Tourism
  • Manufacturers & Distributors
  • Non-Profit Organizations
  • Tax Law
  • Trusts & Estates

Contact Information

  • Roberts & Stevens, PA
  • Attorney
  • BB& T Building
    Suite 1100
    One West Pack Square
  • Asheville , NC 28801
  • Work: 828-252-6600
  • Fax: 828-258-6955

Licensed in these States

  • North Carolina

Education:

  1. Education
  2. * Colgate University, BA, 1971
  3. * University of Pennsylvania, JD, 1974
  4. Bar & Court Admissions
  5. * American Bar Association, Sections: Taxation; International Law
  6. * North Carolina Bar Association
  7. * North Carolina State Bar, Tax Section Council: Member and Past Officer

Biography:

For more than 35 years, Jack Hamilton has been advising and representing clients on a broad range of federal, state and local tax matters and trust and estate planning. Jack has counseled corporate clients on international, transactional and litigation matters ranging from tax free reorganizations to tax free real estate exchanges. Because of his wide breadth and experience in all types of tax planning, Jack frequently serves as the primary tax adviser to families and businesses regarding income and charitable estate and gift tax planning opportunities. He is also a frequent adviser to a variety of tax-exempt organizations, including private foundations, community foundations, trade associations, hospitals, and colleges and universities. Jack has advised tax-exempt clients on issues ranging from analyzing and implementing charitable planned giving techniques to reviewing transactions potentially subject to intermediate sanction rules. Jack is also very experienced in handling tax controversies before the IRS. He has represented clients being examined on tax issues ranging from hobby loses, to the use of family limited partnerships, to industry focused audits involving large corporations. Jack has also litigated tax controversies in North Carolina, the United States Tax Court, U.S. District Court, and various U.S. Circuit Courts of Appeal. Jack works very closely with the Trust and Estate team to help clients identify personal objectives to create a strategy for asset distribution and to minimize the tax cost. He has also handled litigation and audits with respect to trust, estate, and gift matters. **Experience *Handling tax-free, like-kind exchanges *Representation of clients in civil and criminal tax controversies in federal and state courts *Represented family owned company on gift, estate and income tax issues with the IRS *Counseled non-profit organizations, hospitals colleges and schools on intermediate sanctions, unrelated business tax and other issues **Professional *Adjunct professor: University of San Diego School of Law, Golden Gate University, University of North Carolina at Asheville *The Best Lawyers in America, Tax Law, 2007-2012; Litigation & Controversy/Tax, 2012 *Business North Carolina magazine’s Legal Elite, 2009 **North Carolina Super Lawyers, Tax, Business/Corporate Law, 2009-2012 **Southern Appalachian Highlands Conservancy, Board of Trustees, 2011 **Pisgah Legal Services, Volunteer **UNC Tax Institute, Board Advisor **Author of numerous articles regarding tax-related issue ***Community Service *Diana Wortham Theatre, Board of Directors, 1998-2009, Chairman *United Way, Finance Committee
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