Cummings & Lockwood

Jessie A. Gilbert

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BACKGROUND

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.

PRACTICE AREAS

EDUCATION

  • New York University School of Law (LL.M. in Taxation, 1986)
  • Case Western Reserve University School of Law (J.D., 1985)
  • Hamilton College (A.B., 1982)

BAR ADMISSIONS

  • Connecticut, 1989
  • New York, 1986

PROFESSIONAL ORGANIZATIONS

  • Connecticut Bar Association, Executive Committee, Past Member
  • Estate Planning Council of Lower Fairfield County, Past President
  • Greenwich Bar Association

PROFESSIONAL RECOGNITION

CIVIC AND PHILANTHROPIC ACTIVITY

  • Westport Country Playhouse, Board of Trustees
  • Darien Arts Center, Past Board Member

ARTICLES/PUBLICATIONS

Principal

Greenwich

T 203.863.6503

F 203.862.2641

jgilbert@cl-law.com

Download vCard

BACKGROUND

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.

Education
  • New York University School of Law (LL.M. in Taxation, 1986)
  • Case Western Reserve University School of Law (J.D., 1985)
  • Hamilton College (A.B., 1982)
Bar Admissions
  • Connecticut, 1989
  • New York, 1986
Professional Organizations
  • Connecticut Bar Association, Executive Committee, Past Member
  • Estate Planning Council of Lower Fairfield County, Past President
  • Greenwich Bar Association
Civic and Philanthropic Activity
  • Westport Country Playhouse, Board of Trustees
  • Darien Arts Center, Past Board Member
Articles/Publications