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Jessica is an associate attorney at Gray Plant Mooty and practices in the Trust, Estate & Charitable Planning group. She helps individuals, families, family businesses, and charitable organizations plan and prepare for the future. This includes drafting wills and trusts, advising clients on tax law and tax saving strategies, and guiding families through the estate administration process. Jessica’s practice also focuses on advising individuals and entities through tax and fiduciary dispute resolution. She has assisted clients through the gift and estate tax audit processes and authored private letter ruling requests on their behalf.
Jessica served as a judicial clerk and attorney advisor at the United States Tax Court in Washington, DC. As part of her role at the court, she researched and wrote about complex income, business, estate, and gift tax issues. Additionally, Jessica speaks regularly about financial, tax, and estate planning matters. Prior to law school, she worked as a financial planner at a local wealth management firm.
Presentations
- “Flying on Instruments: Gift Planning in the Face of Estate Tax Uncertainty, a Weak Economy, and Just About Everything Else,” panel member, Gray Plant Mooty Charitable Gift Planning Breakfast Briefing, July 21, 2010
- “Understanding Minnesota’s New Disclaimer Statute,” Minnesota Paralegal Association, Probate Sectional Meeting, July 14, 2010
- “Introduction to Personal Finance,” Hope Community Church, May 5, 2010
- "Corn, Cows, and Cellos: Underused Assets in Planned Giving," Minnesota Continuing Legal Education Webcast, September 3, 2009
- "Financial Stewardship 101," Hope Community Church, July 8, 2009
- "Current Tax Incentives for Charitable Giving," Mount Olivet Board of Planned Giving, June 3, 2009
Education
- University of Minnesota Law School, J.D., cum laude, 2007
Minnesota Law Review, managing editor - University of Minnesota, B.A., summa cum laude, 2002
Bar Admissions
- U.S. Tax Court, 2008
- Minnesota, 2007
Professional Activities
- University of Minnesota Law School, adjunct instructor, practice & professionalism course, Spring 2010
- Judicial clerk for the Honorable Mark V. Holmes, United States Tax Court, Washington, DC
Community Involvement
- Christian Legal Society, student chapter member and officer, 2005-2007
- Minnesota Justice Foundation, treasurer and student chapter board member, 2005-2006
- Church member and volunteer