Jacque is a trusted advisor to clients looking for advice on estate and tax planning, probate and trust administration, business succession planning, and lifetime gift planning for high-net-worth individuals and families.
As a certified public accountant, Jacque works to maximize the tax benefits available to individuals and their families and to preserve family wealth passing to future generations using unique and customized planning strategies.
Jacque assists clients with complex estate, gift and GST planning strategies taking into account the specific circumstances of each individual. She is also adept at working with each client’s team of advisors, accountants and other professionals to design and implement estate plans through the preparation of wills, revocable trusts, complex irrevocable trusts, family partnerships and split-dollar agreements.
As a former FBI special agent, Jacque served with the White Collar Crime Program, leading public corruption and other financial criminal investigations. She also has litigation experience defending white collar crime cases and conducting internal investigations for corporate clients.