Jessica’s practice focuses on estate planning and administration, which includes charitable planning, business planning, and federal and state transfer tax planning.
Jessica is experienced in assisting clients with basic estate planning tools including Wills and revocable trusts as well as tax planning techniques including strategic gifts, insurance trusts, split-interest charitable trusts and grantor retained annuity trusts. Jessica assists clients in the estate administration process including probate, trust administration and estate tax return preparation. Jessica also advises trustees and trust beneficiaries in trust administration matters.
Jessica frequently speaks on topics related to estate planning and the estate tax. She an active member of the Oregon State Bar and the Portland Estate Planning Council. Jessica is involved with leadership of the ABA Real Property Trust and Estate Law Section and is currently an Acquisitions Editor for the Real Property, Trust and Estate Journal. Jessica is a Fellow of the American College of Trust and Estate Counsel.
BAR ADMISSIONS
Oregon
EDUCATION
Georgetown University Law Center, LL.M. – Taxation (2008)
Boston College Law School (2005)
University of Notre Dame, B.A. (2000)
Practice Areas
Estate and Wealth Transfer Planning
Tax: Personal
Practice Areas
Estate and Wealth Transfer Planning
Tax: Personal
Specialty Groups
Bio
Jessica’s practice focuses on estate planning and administration, which includes charitable planning, business planning, and federal and state transfer tax planning.
Jessica is experienced in assisting clients with basic estate planning tools including Wills and revocable trusts as well as tax planning techniques including strategic gifts, insurance trusts, split-interest charitable trusts and grantor retained annuity trusts. Jessica assists clients in the estate administration process including probate, trust administration and estate tax return preparation. Jessica also advises trustees and trust beneficiaries in trust administration matters.
Jessica frequently speaks on topics related to estate planning and the estate tax. She an active member of the Oregon State Bar and the Portland Estate Planning Council. Jessica is involved with leadership of the ABA Real Property Trust and Estate Law Section and is currently an Acquisitions Editor for the Real Property, Trust and Estate Journal. Jessica is a Fellow of the American College of Trust and Estate Counsel.
BAR ADMISSIONS
Oregon
EDUCATION
Georgetown University Law Center, LL.M. – Taxation (2008)
Boston College Law School (2005)
University of Notre Dame, B.A. (2000)
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
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