Jamie is a member of the firm’s Estate Planning Practice Team, assisting clients in family and individual wealth estate planning. She provides a full range of estate planning and estate settlement services, including preparation of estate plans, tax planning, charitable gift planning, guardianship and conservatorship services, and estate and trust administrative services. Jamie has a background in tax planning and compliance issues, with a particular focus on personal income tax and estate and gift tax matters. She is well versed in the preparation of individual, fiduciary, partnership, private foundation, split interest trust, gift and estate tax returns and is experienced in resolving tax controversies, including IRS audits.
Articles in the National Law Review database by Jamie A. Downes