Jay B. Long

Jay B. Long is an Associate at Conlin, McKenney & Philbrick, P.C., where he focuses on estate planning, probate and trust administration, and wealth transfer strategies. Jay advises individuals and families on a broad range of estate planning solutions, from simple will-based plans to sophisticated structures for high net worth individuals, multi-generational families, and closely held business owners. His practice covers estate planning, gift and income tax matters, and succession planning.

Jay earned his LL.M. in Taxation from New York University School of Law, and that advanced tax training is central to his approach. He designs strategies to preserve wealth and improve tax outcomes using techniques such as asset protection, charitable planning, and lifetime gifting, each one tailored to the client’s specific goals and family circumstances. He also guides personal representatives, trustees, and families through probate and trust administration, keeping a complex process on track from start to finish.

Jay’s style is steady and attentive. He understands that estate planning and probate administration are personal, and he works to make each stage feel manageable rather than overwhelming. He takes a collaborative approach, regularly working alongside clients’ financial advisors, accountants, and other professionals to ensure that legal and financial planning are aligned.

Jay holds a J.D. from Michigan State University College of Law and a B.A. from the University of Michigan. He is admitted to practice in both Michigan and Florida.