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Jaime's depth of knowledge and ability to understand—and gracefully navigate—family dynamics give her unique insight into estate planning. She works closely with her clients to develop creative and comprehensive solutions that reflect their desire to minimize taxes while creating sound plans that consider the generations to come.
Jaime’s practice includes preparing gift and estate tax returns and counseling clients with respect to a variety of tax matters, including federal income, gift and estate taxes, and California real property taxes. She also advises clients on a variety of cross-border matters, including structuring gifts being made from outside of the U.S., tax planning for beneficiaries of foreign trusts and estate planning for U.S. citizens living abroad.
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Practice Areas
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Chat withState: California
Acquired: 2008
No misconduct found
State: New York
Acquired: 2007
No misconduct found
State: Illinois
Acquired: 2005
No misconduct found
One Montgomery Street, Suite 3000, San Francisco, CA, 94104
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2003
JD - Juris Doctor
1998
BA - Bachelor of Arts