Jackie

Jackie Dimmitt works closely with individuals, families, and nonprofit organizations. Jackie advises individuals and families on all aspects of estate, trust and tax planning, and estate and trust administration.

In addition to helping them achieve their goals and assuage their concerns connected to wealth transfers, she also helps fiduciaries and beneficiaries navigate trust and estate administrations by providing clear, straightforward guidance.

Private foundations and public charities rely on Jackie’s highly informed direction on an array of issues, including formation, tax law compliance, grant-making, endowments, donor-advised funds, policies, planned-giving and gift acceptance. Bringing an in-depth understanding of the rules governing nonprofit and charitable organizations, she stays updated and aware of any regulatory and legislative changes to the complex and ever-evolving tax landscape.

An effective advisor and a careful listener, Jackie puts herself in the position of her clients, provides them with the information they need to make good decisions, and tailors her services to best meet their immediate and long-term needs and preferences. She enjoys working on client teams with their other advisors.

Clients appreciate Jackie’s positive and personable approach, which takes into account any delicate family dynamics and helps them feel at ease even in trying circumstances. They also value her ability to explain multifaceted concepts in an understandable way.

In addition to co-chairing the firm’s Private Client Group, she oversees the firm’s charitable giving.