Bio

Representing Businesses and Individuals in Matters of Acquisition, Succession, and Transition

 

Charles (Chas) B. Jones’ practice focuses on representing businesses, individuals, and families in the coordination and implementation of their long-term family and wealth transfer goals and objectives. His client base is from within and outside of Maryland and he has collaborated planning efforts with lawyers from many other states including Washington, California, Idaho, Montana, Florida, Virginia, Delaware, and Connecticut.

Chas’ practice runs the full gamut of federal estate and gift tax and the state law implications thereof. He has provided advice to clients with respect to discrete transactions and complex estate and business planning and speaks regularly on those subjects. He has been a consultant to nationally recognized law firms regarding creative charitable gift planning and has been counsel to several charities. In addition, Chas has handled many planning and estate settlements both inside and outside Maryland.

He resides in Baltimore with his wife Gail; they have four adult children. Chas is an elder at Hunt Valley Presbyterian Church.

Bar Admissions

  • Maryland

Education

  • Georgetown University School of Law (LL.M. in Taxation, 1995)
  • The University of Baltimore School of Law (J.D., 1992)
  • The Johns Hopkins University (M.A.S., 1988)
  • Towson State University (B.S., 1981)

  • Member, Maryland State Bar Association
    • Estate and Trust Law Section Council
    • Appointed to Board of Governors (2019, 2024)
    • Appointed to MSBA Executive Committee (2024)
    • Member, Estates and Trusts Section Council, Maryland State Bar Association (2016 – present)
  • Member, U.S. Tax Court and U.S. District Court
  • National Association of Estate Planners & Councils (NAECP), Accredited Estate Planner®
  • Baltimore Estate Planning Council, Board of Directors
  • Phi Delta Phi, former Magister of Carroll Inn, University of Baltimore
  • Member, University of Baltimore Faculty Development Committee (1991-92)
  • Director, George E. Babylon, Jr. and Ruth J. Babylon Charitable Foundation, Inc.
  • Director, Ro and Marius P. Johnson Charitable Legacy, Inc. (Berwyn, PA)
  • Board Chair, The Timothy Foundation, PA

  • Maryland Super Lawyers: Estate Planning & Probate, Closely Held Business, Tax (2019-present)
  • Best Lawyers in America®, Closely Held Companies and Family Businesses Law, Trusts and Estates (2020-present)
  • Inducted into the Professional Advisor Recognition Society of the Baltimore Community Foundation (2012) 

  • Editor and reviewer of The Best Zero Tax Planning Tools, Voorhees, Timothy, 2012
  • Lecturer on the subject of charitable gift and estate planning in the context of business succession planning.
  • National Business Institute (NBI) Lecturer
  • Significant research and analysis on the topic of tax credits and vouchers for use in public school education

Experience

When Experience information is available, it will be shown here.

Insights

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