Brenda Jackson-Cooper Email & Phone Number

Brenda Jackson-Cooper is a partner in the firm’s Estate Planning practice, where individuals across the country rely on her to assist them with navigating a broad range of estate, gift and GST tax issues and related state property and trust laws. Families also rely on Brenda to coordinate the administration of large multi-jurisdictional estates and large family trusts.Representative Matters:Designed and implemented a plan whereby beneficiaries of a terminating trust transferred trust interests to grantor retained annuity trusts (GRATs) in order to leverage the mortality risk associated with the trust termination date.   Administered the estate of a decedent with holdings in nine jurisdictions.  Worked closely with ancillary probate attorneys to file disclaimers in every jurisdiction, with family office staff to transfer widespread real property interests to limited liability companies, and with accountants to comply with tax and basis filing requirements. Pre U.S. v. Windsor, developed an estate plan using a grantor retained income trust (GRIT) funded with interests in a start-up enterprise to transfer substantial wealth to the client’s same-sex spouse in a tax-efficient manner.

Listed skills include Estate Planning, Estate Tax Planning, Trusts, Estate Law, and 14 others.