Tax Law
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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. Contact info:T [email protected] Click here to visit website
Joshua Sanchez
Engaging Jessie Gilbert to oversee our family’s estate restructuring was one of the best decisions we’ve made. As a principal in Cummings & Lockwood’s Private Clients Group, her deep focus on advising high net worth individuals was immediately apparent. Our situation involved navigating the intersection of a closely-held family business, out-of-state properties, and our desire to establish meaningful philanthropic legacies for our grandchildren, all while minimizing future tax liabilities. Jessie’s expertise in both estate and tax law was indispensable. She didn't just present boilerplate solutions; she took the time to understand our family dynamics and long-term vision. Her team in the Greenwich office was seamless, and Jessie herself was the steady, knowledgeable hand guiding us through every complexity. She explained sophisticated strategies, like the use of GRATs and dynasty trusts, with remarkable clarity, empowering us to make informed choices. The final plan is not only robust and tax-efficient but also a true reflection of our values. For anyone in the Milwaukee or greater Connecticut area facing similar high-stakes planning, Jessie A. Gilbert combines professional mastery with genuine personal commitment to her clients' success.
