HOUSE COUNSEL ON DEMAND

Jacqueline A. Patterson, JD, CPA, MBT

Partner, Buchanan & Patterson LLP

 

Education

· Cal Poly, San Luis Obispo, BS

· Santa Clara Law School, JD

· University of Southern California, MBT

 

Estate Planning and Tax Attorney

· Positions clients and their families for the succession of business and personal assets.

· Assists clients in the smooth administration and transition of assets during life and at death.

· Advises clients in advanced strategies to minimize both transfer and income taxes.

· Probate and trust litigation including expert witness testimony on fiduciary duty and administration.

· Assists clients in the preparation or review of estate and gift tax returns and fiduciary income tax returns.

· Advises attorneys and CPAs on a broad range of issues involving estate planning,

  and fiduciary accounting and taxation.