Jarriot L. Rook
Partner
Jarriot Rook is an experienced member of a multi-office team that advises trustees and international families and family offices on planning for U.S. beneficiaries, U.S. investments, pre-immigration tax planning for foreign individuals who plan to become a U.S. tax resident, expatriation from the United States and FATCA and CRS compliance matters.
Mr. Rook also assists U.S.-based clients in designing and implementing plans to minimize income, gift, estate and generation-skipping transfer taxes through the use of irrevocable trusts (including irrevocable insurance trusts, intentionally defective irrevocable grantor trusts, qualified personal residence trusts, grantor retained annuity trusts and instalment sale transactions to grantor trusts), lifetime gifting, and closely-held business succession planning.
Mr. Rook is also an adjunct professor for the LL.M in Taxation program at Washington University School of Law teaching advanced estate planning.
Doug Stanley and Jarriot Rook, “Issues to Consider in Nonjudicial Settlement of Fiduciary Disputes,” St. Louis Bar Journal (Spring 2016)
Missouri
Illinois
Washington University, LL.M., 2010
Washington University, J.D., cum laude, 2010
Washington University, B.A., 2003
American Bar Association – Real Property, Probate and trust Section; Taxation
Missouri Bar Association
Bar Association of Metropolitan St. Louis
Society of Trust and Estate Practitioners (STEP), Chair – St. Louis Chapter
The Best Lawyers, “Ones to Watch” 2023-2024
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‘Rising Leader‘ in the Private Client Global Elite Directory 2022/2023