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 Aric Jacobson, JD, LLM, CFP®

Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

  • Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
  • Earned a bachelor’s degree from Tulane University, a JD from Tulane University School of Law, and an LLM in Taxation from NYU
  • Member of the New York State Bar (retired) and American Bar Association