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Jason P. Walton

Partner
+1.843.579.5624
Fax +1.843.628.4823

Jason Walton focuses his practice on representing mortgage portfolio servicers and successor borrowers in connection with defeasances, assumptions, and transfers of commercial mortgage loans. In addition, his practice includes transfers of business interests involving REMICs. Mr. Walton practices in the area of taxation with an emphasis on the tax aspects of real estate financings, mergers and acquisitions, debt and equity offerings and restructurings, fund formations, financing structures, tax credits, and non-profit formation and operations.

His practice also encompasses tax pass-through entities such as limited liability companies, S corporations, and limited partnerships, and he is involved in structuring various business entities using LLCs and partnerships and drafting the related agreements, as well as all tax aspects of real estate financings involving like-kind exchanges. He also practices in the areas of estate planning and the taxation of trusts and estates, and he counsels clients on estate administration matters.

Mr. Walton regularly advises clients in the following areas:

  • Representation of servicers and successor borrowers in the defeasance of commercial mortgage loans
  • Loan modifications and transfers involving REMICs
  • Advising clients on various debt and equity offerings and restructurings
  • Structuring and taxation of mergers, acquisitions, and joint ventures, including those using pass-through entities
  • Real estate joint ventures between developers and investors
  • Section 1031 like-kind exchanges
  • State and local taxation of LLCs and other pass-through entities
  • International taxation of U.S. resident and nonresident individuals
  • Formation and corporate issues related to nonprofit entities
  • Estate planning designed to minimize estate taxes
  • Formation and funding of family limited partnerships and family limited liability companies
  • Estate administration and post-mortem planning  

Professional/Civic Activities

  • Charleston Tax Council