Jessie Gilbert
Principal, Private Clients Group @Cummings & Lockwood Llc
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WORK HISTORY
Principal, Private Clients Group @Cummings & Lockwood Llc
Greenwich, CT, US
I am a Principal in Cummings & Lockwood\'s Private Clients Group and am based in the Greenwich office. I advise high net worth individuals on estate and tax issues, helping them with succession, generation-skipping and asset protection planning. I also represent executors and trustees with respect to probate, estate and trust administration matters, as well as with estate and fiduciary income taxes.
EDUCATION
New York University School of Law
Master of Laws (in Taxation)
Case Western Reserve University School of Law
Doctor of Law - JD
Hamilton College
AB
SKILLS
ABOUT JESSIE GILBERT
I help people convey their values and principles in order to implement their vision for their family members and the next generation. A properly structured estate plan will evidence who you are, what is important to you, reinforce positive behavior and create a family legacy. It will also save taxes and protect assets. Trusts, gifts, planning for incapacity, and charitable planning may also be involved. I also assist people with probate, estate and trust administration. Most of my clients are high net worth. I am admitted to practice in Connecticut and New York.I am a frequent writer and lecturer on estate planning and administration topics, including business succession planning, fiduciary income tax, the SECURE Act, and the Principal and Income Act. I have also served as a law clerk with the United States Tax Court in Washington, D.C.In my spare time, I enjoy acting in community theater productions and practicing karate, in which I have a third degree black belt.
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