Lindsey A. Jackson, Esq. Email & Phone Number

Scottsdale, Az, Us

Phoenix, Arizona, United States

After nearly a decade administering trusts & estates at wealth management financial institutions following several early years in private practice, Lindsey A. Jackson, Esq. has opened the Law Offices of Lindsey A. Jackson in June, 2024. The firm harnesses Ms. Jacksons' 14+ years of experience across both the legal and wealth management industries to provide Clients with meticulous, holistic, and client-centric Estate Planning and uncontested Administration legal services Valley and Arizona-wide.

Scottsdale, Arizona

FineMark AZ’s Senior fiduciary advisor + sole legal expert, responsible for managing AZ’s most complex fiduciary relationships. Counseled high net worth & ultra high net worth clients on income and transfer tax strategies to mitigate realization events & high income years.

Scottsdale, Arizona

Lindsey provided customized trust and estate administration for high net worth individuals and families as part of an overall personal wealth management strategy. Lindsey was responsible for administering over $300 Million of Arizona-based trusts and was the #1 revenue generating Trust Administrator in the U.S. in 2017.

Phoenix, Arizona Area

Lindsey Jackson joined Gammage & Burnham in January 2012, practicing in estate planning, probate, federal tax and succession planning for small and medium size business owners.Lindsey assisted clients in preparation of traditional estate planning documents such as wills, powers of attorney, revocable and irrevocable trusts for non-taxable and taxable estates, including planning for same-sex couples, blended families and non-citizens. Additionally, Lindsey assisted clients with small… Show more Lindsey Jackson joined Gammage & Burnham in January 2012, practicing in estate planning, probate, federal tax and succession planning for small and medium size business owners.Lindsey assisted clients in preparation of traditional estate planning documents such as wills, powers of attorney, revocable and irrevocable trusts for non-taxable and taxable estates, including planning for same-sex couples, blended families and non-citizens. Additionally, Lindsey assisted clients with small estate matters by preparing beneficiary deeds and other trust substitutes. Lindsey also represented Personal Representatives in the preparation of probate court pleadings for formal and informal probates, as well as ancillary probate proceedings for foreign estates and small estate affidavits. In addition to her probate work, Lindsey assisted Trustees in various trust litigation matters, such as Petitions for Removal of Trustees, Petitions for Resignation of Trustees and Appointment of Successor, and preparation of trust accountings. Show less

Scottsdale, Arizona

►DOCUMENT DRAFTING▪ Prepared fundamental estate planning documents - Wills, Powers of Attorney, Revocable Trusts (GST Exempt & Dynasty, QPRT, Special Needs, QDOT) and Irrevocable Trusts(ILIT, IDIGT, GRAT, Decanting Documents)▪ Prepared entity formation & operating documents - Profit & Non-Profit Corporations (Articles of Incorporation, Bylaws, Shareholder Agreements, HOA Notices & Assessments), LLCs (Articles of Organization, Operating Agreements, Buy-Sell Agreements, Conversions)… Show more ►DOCUMENT DRAFTING▪ Prepared fundamental estate planning documents - Wills, Powers of Attorney, Revocable Trusts (GST Exempt & Dynasty, QPRT, Special Needs, QDOT) and Irrevocable Trusts(ILIT, IDIGT, GRAT, Decanting Documents)▪ Prepared entity formation & operating documents - Profit & Non-Profit Corporations (Articles of Incorporation, Bylaws, Shareholder Agreements, HOA Notices & Assessments), LLCs (Articles of Organization, Operating Agreements, Buy-Sell Agreements, Conversions), and Partnerships (Certificates of Partnership, Partnership Agreements)▪ Drafted miscellaneous transactional documents - Asset Purchase Agreements, Commercial Real Property Leases, Promissory Notes, Security Agreements, Special Warranty Deeds, Beneficiary Deeds, Deeds of Trust & UCC Filings ►TAX WORK▪ Prepared & filed US Gift & GST Tax Returns and GST Exemption allocation, gift detail and valuation & discount calculation exhibits▪ Researched income tax consequences of proposed transactions, succinctly summarize & explain findings to Clients▪ Advised Clients regarding strategies to minimize tax effects of proposed personal & business transactions▪ Prepared IRS Appeal by formulating legal arguments, creating exhibits & drafting Memorandum of Laws supporting Client’s position▪ Drafted correspondence to I.R.S. & AZ Department of Revenue, such as abatement requests & formal protests▪ Reviewed Client IRS Notices & advised as to alternative strategies to address the same►CLIENT SERVICE▪ Served as firm contact for Client questions & explained complex plans to Clients by creating flow charts & plain-language narratives ▪ Advised Clients regarding ideal entity form & state for tax & asset protection purposes considering a Client's individual circumstances & objectives▪ Administered meetings with Clients to review & execute documents▪ Funded Trusts/Entities by working with Clients’ financial advisors in collecting holdings data & preparing various funding documents Show less

Tempe, Arizona

▪ Prepared SEC filings (8K, 10Q, 10K) & financial statements therein, proofread drafts and maintained master documents.▪ Established new department procedure and forms for creating Cash Flow and Income statements.▪ Collaborated with Outside Counsel to maintain SEC Compliance.▪ Created monthly Cash Flows and Income statements. ▪ Researched accounting treatment of current issues and drafted technical accounting memos to management.

Juris Doctorate, Concentrating On Tax Law And Estate Planning

Activities and Societies: ▪ Teaching Assistant for Federal Income Tax ▪ Corporate and Business Law Student Association (CABLS) ▪ Volunteer.

Juris Doctorate

Activities and Societies: ▪ Phoenix Law Review, Staff Editor ▪ Student Bar Association, Treasurer ▪ Mediation Clinic, Student Clinician ▪.

Bachelor Of Science, Accounting

Activities and Societies: ▪ Dean’s List, 6 semesters ▪ College of Business Administration Superior Scholar award ▪ University Honors.

Education record