Jessica assists clients with general estate planning, including wills and trusts, lifetime gift planning, estate administration and charitable planning. She always strives to help clients develop plans that meet their financial, familial, business and tax goals.
Jessica also has experience advising companies on governance, public company reporting and compliance, and mergers and acquisitions. This experience helps her assist clients whose estates will include business assets. Additionally, she has counseled nonprofit organizations on formation, tax-exemption and governance matters.