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