Jessie A. Gilbert

Open for Business

Principal at Cummings & Lockwood LLC
Two Greenwich Plaza, P.O. Box 2505, Greenwich, CT 06830
View Jessie A. Gilbert's office location
Overall Rating

4.6
.

21 Reviews
Overall Rating

4.6
.

21 Reviews

Peer Reviews

4.8
.

20

Client Reviews

< 50%
.

1

Peer Reviews

4.8
.

20

Client Reviews

< 50%
.

1
Profile Visibility [ i ]
- #43 in weekly profile views out of 1,364 Attorneys in Greenwich, CT
- #85,092 in weekly profile views out of 2,343,578 total attorneys Overall

Attorney Awards

About Attorney Awards

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 third degree black belt.

Professional Recognition

•The Best Lawyers in America . 2018 - Present
•200 Outstanding Lawyers of Fairfield Country, Stamford Magazine, 2016
•Connecticut and New England Super Lawyers, 2007
•Martindale-Hubbell, AV Rated

Civic and Philanthropic Activity

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

Articles/Publications/Presentations

•Connecticut Uniform Trust Code (CUTC)
•Probate: Connecticut, Practical Law Guide, co-author, Thomson Reuters
•Settlement of Estates in Connecticut, 3d, co-author, Thomson Reuters
•Connecticut Probate Deskbook, co-author, Thomson Reuters
•Don’t Kill the Estate Plan -Titling Brokerage Accounts (and Other Assets) in Coordination with Estate Planning Documents
•10 Opportunities to Take Advantage of IRS Interest Rates

Books & Guides

•Probate in Connecticut
• Settlement of Estates in Connecticut, 3d
• Connecticut Probate Deskbook

News & Press Releases

• 29 Cummings & Lockwood Attorneys Named Best Lawyers in Connecticut for 2023
• Greenwich Office - 2023 Best Lawyers in America and Ones to Watch
• 18 Cummings & Lockwood Attorneys Named Top Lawyers in Fairfield County, Connecticut in 2021
• 35 Cummings & Lockwood Attorneys in Connecticut and Florida Have Been Named Among The Best Lawyers in America for 2021, 2 Attorneys Received Lawyer of the Year Awards and 8 Attorneys Have Been Identified as the Ones to Watch
• 24 Cummings & Lockwood Attorneys Named in the 2020 Edition of Connecticut’s Best Lawyers
• 34 Cummings & Lockwood Attorneys in Connecticut and Florida Named Among The Best Lawyers in America for 2020
• Cummings & Lockwood Attorneys in Connecticut and Florida Named 2019 Best Lawyers in America
• 32 Cummings & Lockwood LLC Attorneys Named to 2018 Best Lawyers List
• Cummings & Lockwood Principal, Jessie A. Gilbert, Was Elected to the Board of Trustees at Westport Country Playhouse

Videos

• New York Estate Planning Tips and Traps

• Connecticut Uniform Trust Code (CUTC)

• Estate Planning for Individuals Interested in Making Small Gifts to Children or Grandchildren

• Don’t Kill the Estate Plan -Titling Brokerage Accounts (and Other Assets) in Coordination with Estate Planning Documents

• 10 Opportunities to Take Advantage of IRS Interest Rates

Private Clients Group
Wills, Trusts and Estate Planning
Probate and Estate Administration
Fiduciary and Trustee Services
Wealth Protection Planning
International Estate and Tax Planning
National Charitable Planning Group
Business Succession Planning
Estate Planning for Hedge Fund and Private Equity Principals
Estate Planning for Corporate Executives

University Attended:

Hamilton College, A.B., 1982

Law School Attended:

Case Western Reserve University School of Law, J.D., 1985; New York University Law School, LL.M., Taxation, 1986

Year of First Admission:

1986

Admission:

1986, New York; 1986, Massachusetts; 1989, Connecticut; 1989, California; 1989, U.S. Tax Court

Memberships:

Professional Organizations

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

Birth Information:

New York, N.Y., August 30, 1960

ISLN:

907104771

4.8/5.0 (20 reviews)

Legal Knowledge
4.9/5.0
Analytical Capability
4.8/5.0
Judgment
4.7/5.0
Communication
4.6/5.0
Legal Experience
5.0/5.0

5.0/5.0 Rated by a Partner on 05/05/14 in Estate Planning

Read less
Read less

Flag review
5.0/5.0 Rated by a Of Counsel on 09/26/12 in Trusts and Estates

I cannot rate attorney Gilbert on analytical or judgment because I have only dealt with her on a client basis once. My other knowledge is from professional organizations.

I cannot rate attorney Gilbert on analytical or judgment because I have only dealt with her on a client basis once. My other knowledge is from professional organizations. Read less
Read less

Flag review
5.0/5.0 Rated by a Partner on 09/15/12 in Trusts and Estates

Read less
Read less

Flag review
5.0/5.0 Rated by a Judge on 08/31/12 in Real Estate

Read less
Read less

Flag review
5.0/5.0 Rated by a Associate/Assistant General Counsel on 08/31/12 in Trusts and Estates

Read less
Read less

Flag review
5.0/5.0 Rated by a Partner on 08/23/12 in Trusts and Estates

I have known Jessie for over 10 years and have had the opportunity to work with her on mutual matters. She is a very intelligent and ethical person.

I have known Jessie for over 10 years and have had the opportunity to work with her on mutual matters. She is a very intelligent and ethical person. Read less
Read less

Flag review
5.0/5.0 Rated by a Principal on 08/23/12 in Estate Planning

Read less
Read less

Flag review
5.0/5.0 Rated by a Partner on 02/27/12 in Trusts and Estates

Read less
Read less

Flag review
5.0/5.0 Rated by a Partner on 08/19/10 in Trusts and Estates

Read less
Read less

Flag review
5.0/5.0 Rated by a Partner on 08/16/10 in Estate Planning

Read less
Read less

Flag review

1 - 10 of 20 Peer Reviews (20)

Peer reviews submitted prior to 2008 are not displayed.

.less-attorney-reviews, .read-more-less-newline, .btn__all-reviews { display: none !important;} .more-attorney-reviews { display: block !important;}

Lawyers Client Review

1.0/5.0 (1 review)

Stay away from this dangerous sociopath predator @17 Bettswood Rd., Norwalk, CT monitored Special Victims unit alert working for & w/corrupt Greenwich predatorial Cummings & Lockwood firm who will des...

Client Reviews Write a Review

Greenwich, CT
Two Greenwich Plaza P.O. Box 2505
Greenwich, CT 06830

203-863-6503 Phone
Get Directions

Contact Jessie A. Gilbert

Contact Information:

203-862-2641 Fax

www.cl-law.com/professionals/jessie-a-gilbert

Required Fields

Choose Area of Practice

Area of Practice is required

First Name

First Name is required

Last Name

Last Name is required

E-mail Address

E-mail Address is required Invalid E-mail Address

Describe Your Legal Matter

0/1000 characters

Describe Your Legal Matter is required

Country

Country is required

Zip Code

Zip Code is required Invalid Zip Code

Phone Number

Phone Number is required Invalid Phone Number

Preferred Contact Method

Email
Phone

I am a

Describe Your Legal Matter

0/1000 characters

Describe Your Legal Matter is required

reCAPTCHA is required Invalid reCAPTCHA

Clear All Fields

By clicking on the "Submit" button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Martindale and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.

You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.