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Jason - Header NE

P: 585.730.4773
F: 888.971.3736
jlivingston@lawpf.com

Jason P. Livingston, Esq.

Member Attorney

Jason Livingston is a member of the firm whose practice focuses on estate planning, trust and estate administration, business succession planning, and long-term care and asset protection planning. 

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He advises individuals, families, business owners, and fiduciaries on strategies designed to preserve
wealth, minimize taxes, protect assets, and facilitate the orderly transfer of assets across generations.
Mr. Livingston routinely assists clients with the development and implementation of sophisticated estate plans, including revocable and irrevocable trusts, tax planning strategies, charitable planning, special needs planning, and business succession arrangements. He also counsels clients on long-term care and Medicaid asset protection strategies, helping families navigate complex financial and personal decisions with confidence.
In addition to his planning practice, Mr. Livingston represents executors, trustees, beneficiaries, and family members in estate and trust administration matters, probate proceedings, and guardianship proceedings. He regularly works with clients and their professional advisors to address tax, fiduciary, and succession issues that arise during the administration of estates and trusts. With more than 20 years of experience, Mr. Livingston
has guided hundreds of individuals and families through estate planning, wealth transfer, and fiduciary administration matters. Known for his practical and client-focused approach, Mr. Livingston works closely with individuals and families to understand their goals and develop customized solutions that reflect their values, financial objectives, and family dynamics. He is committed to providing clear guidance and thoughtful counsel
in matters that are often among the most important personal and financial decisions a client will make.

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Mr. Livingston received his J.D. degree from the State University of New York at Buffalo Law School and his B.A. degree, magna cum laude, from East Carolina University. 

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Professional & Civic Duties

  • New York State Bar Association, Member

  • Monroe County Bar Association, Member

    • Trusts & Estates Section, Member​

    • Elder Law Section, Member

  • Epilepsy Foundation of Greater Rochester, Board of Directors, Member

  • United Way of Ontario County Endowment Fund, Board Member

  • Lollypop Farm Planned Giving Council, Committee Member

  • Counselor's Cup Annual Tournament, Committee Member

  • Volunteer Legal Services Project, Volunteer

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Honors & Awards

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Publications

 

Speaking Engagements

  • "Paws to Plan: Estate Planning for You and Your Pet", Lollypop Farm, Humane Society of Greater Rochester, September 2021

  • "Medicare, Medicaid & Health Care Cost Considerations During Retirement", Estate Planning Council of Rochester, March 2021

  • "Estate Planning", Certified Financial Planner (CFP) Certification Course Module

  • "Probate and the Administration of Estates", New York State Bar Association

 

Education

  • State University of New York, Buffalo Law School, J.D.

  • East Carolina University, B.A., magna cum laude

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Bar Admissions

  • New York

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