Jessica works with individuals, families and business-owners to plan for the biggest moments in each phase of life.
Jessica counsels clients on complex estate and wealth planning, estate and trust administration, and business succession planning. From preparing for marriage to planning for retirement and beyond, Jessica’s combination of technical expertise and real-world practicality allow her to provide customized strategies tailored to each clients’ needs.
Jessica works directly with individuals and families to determine the type of planning best suited to their needs and priorities. Customized planning using revocable and irrevocable trusts, including Intentionally Defective Grantor Trusts, Beneficiary Defective Grantor Trusts, Irrevocable Life Insurance Trusts, and Grantor Retained Annuity Trusts, are central to Jessica’s practice.
In addition to establishing trusts, Jessica also modifies existing irrevocable trusts to address unintended tax consequences, changes in family situations and other unanticipated circumstances that may necessitate a change of course. Her experience in this area has made her adept at analyzing and implementing the best available method to make the desired changes, without unnecessary judicial intervention or administrative hassle. Jessica is proficient with trust decanting, nonjudicial settlement agreements, nonjudicial modifications and judicial reformations of irrevocable trusts.
Jessica is also proficient at drafting premarital agreements. The decision to marry brings significant financial and legal consequences, and a properly structured premarital agreement can help couples ensure mutual expectations regarding their respective property rights and protect premarital assets in the event of a divorce. Jessica deftly guides clients through the sensitive conversations and decisions that are required to protect existing and future wealth at this critical stage of life.
Alongside her estate planning and trust work, Jessica also has extensive experience with sophisticated charitable planning vehicles. She guides clients in achieving their charitable and wealth transfer goals, helping them implement tax-efficient strategies to financially support causes they care about. She has formed and advised on Private Foundations, Private Operating Foundations, Public Charities, Charitable Lead Trusts and Charitable Remainder Trusts.
Jessica’s practice includes advising clients on matters that are deeply personal, and clients appreciate the care and compassion with which she approaches every issue. She truly loves working in a field where she can know clients personally and where she can have a tangible effect on their lives and their families’ futures. Jessica values the trust clients place in her and takes pride in her ability to competently navigate even the most delicate and complex issues.