Jaime Mannon Email & Phone Number

My practice encompasses the full range of estate planning, trust and estate administration, wealth transfer planning, philanthropy and fiduciary counseling services. My clientsinclude families with dynastic wealth, families with closely held businesses, professionals, corporate executives, private foundations and others. Among many other activities, I have:-Advised fiduciaries on all aspects of trust and estate administration.-Provided sophisticated legal and quantitative analyses with respect to the transfer and income tax consequences of clients’ opportunities and challenges.-Planned and implemented a number of wealth transfer techniques, including sales to intentionally defective grantor trusts, grantor retained annuity trusts, irrevocablelife insurance trusts, qualified personal residence trusts, family limited partnerships, charitable lead trusts and generation-skipping trusts.-Prepared a large number of estate plans, including revocable trusts and Wills with complex provisions.-Worked with clients to better define and achieve their charitable objectives through the use of private foundations, donor advised funds, supporting organizations, charitable remainder trusts and similar vehicles.-Prepared complex estate tax returns and gift tax returns.Specialties: Estate PlanningExempt Organizations

Listed skills include Estate Planning and Nonprofit Law.