Jessie Gilbert

Jessie Gilbert is a seasoned attorney specializing in estate planning and administration, with a focus on high net worth individuals. With a background in tax law, Jessie assists clients in structuring estate plans to convey values, save on taxes, and protect assets while creating a lasting family legacy. Trusts, gifts, charitable planning, and incapacity planning are among the services provided.

Jessie holds a Juris Doctor from Case Western Reserve University School of Law, a Master of Laws in Taxation from New York University School of Law, and an AB from Hamilton College. With a robust educational foundation, Jessie brings expertise and knowledge to the realm of estate planning.

As the Principal of the Private Clients Group at Cummings & Lockwood LLC, Jessie leads in guiding individuals through probate, estate, and trust administration processes. Having served in esteemed roles at Wiggin and Dana LLP, Kleban and Samor PC, and as an Attorney Advisor at the United States Tax Court, Jessie offers a wealth of experience and insight to clients.

Apart from the legal realm, Jessie is an active writer and lecturer, sharing insights on estate planning, business succession, fiduciary income tax, and related legal topics. In leisure time, Jessie enjoys participating in community theater productions and holds a second-degree black belt in karate, showcasing a diverse range of interests and talents beyond the legal field.