With more than 35 years of legal experience, David Jones was integral to the success of Helfrey, Neiers & Jones, P.C., a firm which joined Sandberg Phoenix in 2013. His extensive experience in advising closely held businesses on all aspects of the ownership and operations includes expertise in formation issues, tax issues, employment issues, financing matters, merger and acquisitions, business succession planning and real estate transactions, among many others.
A significant portion of David’s practice is dedicated to estate planning and wealth transfer for individuals and business owners. Through individualized plans, David assists clients in addressing tax issues, practical life issues, death issues, conflict among family member issues and business succession issues. David has represented clients ranging from complex startups business enterprises to multimillion dollar asset transfers, and his success hinges on understanding their goals from the outset and paving a path to accomplishing their objectives.
Outside the office, David enjoys golfing and keeping up with St. Louis sports teams.
American Bar Association’s Sections on Taxation and Probate and Property
Bar Association of Metropolitan St. Louis
Missouri Bar Association
LL.M. in Taxation, Washington Univertsity School of Law
J.D., Washington Univertsity School of Law
B.A., University of Arkansas, with honors
Missouri
United States Tax Court
Greenbriar Hills Country Club, Member
St. Louis District Golf Association, Past President