Ann Gray Jakabcin

The personal approach that defines Ann Jakabcin’s estate and lifetime wealth planning practice goes far beyond her deep attention to client service. With a sincere appreciation of her clients’ unique needs and situations, Ann works closely with them to build individualized plans that meet their goals. Providing guidance to clients throughout life’s various stages, she builds long-lasting relationships that often span generations.

As Co-Chair of the Estates & Trusts Practice Group, Ann concentrates her practice in estate planning for large and small estates, lifetime wealth planning and estate and trust administration. Her background in tax law gives her the insight to create and administer plans that offer the flexibility to adapt to the changing world of tax laws and IRS regulations while at the same time providing maximum wealth preservation.