Evan Sanchez is a member of Jones Foster’s Corporate & Tax and Private Wealth, Wills, Trusts & Estates teams. Evan focuses his practice on private wealth planning, tax, and corporate matters, with an emphasis on advising high-net-worth individuals and families, fiduciaries, business owners, and closely held businesses on sophisticated estate planning, wealth preservation, business succession, trust and estate administration, asset transfers, and other transactional matters. He works closely with clients and their advisors to develop and implement integrated strategies, including sophisticated estate planning structures, to address complex tax, business, and wealth-planning objectives.
He also assists fiduciaries and beneficiaries with trust and estate administration matters, including tax and business considerations that arise in the administration and transfer of complex assets.
In addition, Evan advises clients on the tax and business considerations associated with closely held businesses and complex transactions. His transactional experience includes mergers and acquisitions, private equity transactions, reorganizations, entity restructurings, partnership and corporate tax matters, entity formation, dissolutions, buy-sell agreements, and corporate governance. Evan brings a multidisciplinary perspective to these matters, helping clients navigate the intersection of business, tax, and wealth-planning considerations throughout the life cycle of a business.
Evan graduated cum laude with a Juris Doctor from Florida International University College of Law and went on to earn a Master of Laws (LL.M.) in Taxation from the Graduate Tax Program at the University of Florida Levin College of Law. During his law school studies, Evan was an Articles Editor on the executive board of the FIU Law Review and served as Treasurer of the Tax Law Society. He is also the recipient of a CALI Award in Seminar: Banking Law & Regulation. Evan gained valuable experience as a Private Client Services Intern at the West Palm Beach affiliate of a global advisory firm providing tax, valuation, financial, and consulting services to high-net-worth individuals and family offices.