Jessica J. Birnbaum

She advises clients on all aspects of estate planning, including the preparation of wills, trusts and premarital agreements; the analysis and execution of estate, gift and generation skipping tax planning strategies; and the administration of estates and trusts.

Jessica has extensive experience advising family offices and multi-generational families. The ongoing relationships that she builds with these families is essential in developing strategies that both accomplish shared family goals and account for individual needs and circumstances. Jessica also regularly assists clients with trust administration, including effectuating modifications such as trust decantings and nonjudicial settlement agreements when needed.

Jessica also represents corporate fiduciaries in trust administration matters. These matters include trust interpretation questions, fiduciary duty issues, and beneficiary disputes. In contested matters, she partners with the firm’s trust litigation team to settle disputes, and when necessary, to seek court resolution. As a result of Jessica’s work with corporate fiduciaries, she has the ability to anticipate issues that may arise in trust administration and address these issues before a trust is created through careful planning and drafting.

Jessica formerly advised companies on corporate governance and acquisition matters, which gives her insight into the issues facing clients whose assets include business interests.