Jessie A. Gilbert
Awarded Practice Areas
Biography
Jessie A. Gilbert is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Greenwich office. Jessie advises high net worth individuals on estate and tax issues, helping them with succession, generation-skipping and asset protection planning. She also represents executors and trustees with respect to probate, estate and trust administration matters, as well as with estate and fiduciary income taxes.
Jessie is a frequent writer and lecturer on estate planning and administration topics, including business succession planning, fiduciary income tax, and the Principal and Income Act. She has also served as a law clerk with the United States Tax Court in Washington, D.C.
In her spare time, Jessie enjoys acting in community theater productions and practicing karate, in which she has a black belt.
Overview
- New York University, L.L.M., graduated 1986
- Case Western Reserve University, J.D., graduated 1985
- Hamilton College, A.B., graduated 1982
- Connecticut, 1989
- New York, 1986
- Connecticut Bar Association - Member
- Estate Planning Council of Lower Fairfield County - Member
- Greenwich Bar Association - Member
- Westport Country Playhouse - Board of Trustees
- Darien Arts Center - Past Board Member
- United States Tax Court
- Connecticut, 1989
- New York, 1986
- Connecticut Bar Association - Member
- Estate Planning Council of Lower Fairfield County - Member
- Greenwich Bar Association - Member
- Westport Country Playhouse - Board of Trustees
- Darien Arts Center - Past Board Member
- New York University, L.L.M., graduated 1986
- Case Western Reserve University, J.D., graduated 1985
- Hamilton College, A.B., graduated 1982
- United States Tax Court
Client Testimonials
Awards & Focus
- Trusts and Estates
- Connecticut and New England Super Lawyers, 2007
- Martindale-Hubbell, AV Rated
News & Media
Additional Information
- Articles/Publications
- Probate: Connecticut, Practical Law Guide, co-author, Thomson Reuters
- Settlement of Estates in Connecticut, 3d, co-author, Thomson Reuters
- Connecticut Probate Deskbook, co-author, Thomson Reuters
- Practice Areas
- Private Clients Group
- Wills, Trusts and Estate Planning
- Probate and Estate Administration
- Fiduciary and Trustee Services
- Wealth Protection Planning
- International Estate and Tax Planning
- National Charitable Planning Group
- Business Succession Planning
- Estate Planning for Hedge Fund and Private Equity Principals
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