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Practice Expertise
- Family Office
- Family Wealth and Estate Planning
- Fiduciary Disputes
- Private Clients and Estate Planning
Areas of Practice
- Family Office
- Family Wealth and Estate Planning
- Fiduciary Disputes
- Private Clients and Estate Planning
- Tax-Exempt Organizations and Private ...
- Trust and Estate Administration View More
Profile
Jamie Carter is a member of the Private Client and Estate Planning Practice Group in the firm's Dallas office. Her areas of practice include wealth preservation and estate planning, estate and trust administration and taxation, and charitable organizations.
Jamie's practice focuses on planning and drafting estate planning documents and assisting clients in planning for both large and small estates, including wills, trusts, prenuptial and postnuptial agreements, family limited partnerships, charitable organizations, and various other estate planning techniques; family wealth planning and preservation; administering trusts and estates of decedents; and assisting clients with the establishment of tax-exempt organizations, including public charities, private foundations, supporting organizations, charitable trusts, employer-sponsored scholarship and emergency/disaster relief funds, business leagues, social welfare organizations, performing arts and cultural groups, churches and religious organizations, amateur athletic organizations, and international aid organizations.
Jamie's practice focuses on planning and drafting estate planning documents and assisting clients in planning for both large and small estates, including wills, trusts, prenuptial and postnuptial agreements, family limited partnerships, charitable organizations, and various other estate planning techniques; family wealth planning and preservation; administering trusts and estates of decedents; and assisting clients with the establishment of tax-exempt organizations, including public charities, private foundations, supporting organizations, charitable trusts, employer-sponsored scholarship and emergency/disaster relief funds, business leagues, social welfare organizations, performing arts and cultural groups, churches and religious organizations, amateur athletic organizations, and international aid organizations.
Bar Admissions
Texas, 2006
Education
J.D., Southern Methodist University Dedman School of Law, 2006, cum laude; Case Note/Comment Editor, Computer Law Review & Technology Journal
B.S., University of Texas, 2003, with honors
Areas of Practice
- Family Office
- Family Wealth and Estate Planning
- Fiduciary Disputes
- Private Clients and Estate Planning
- Tax-Exempt Organizations and Private Foundations
- Trust and Estate Administration
Articles
Unique Estate Planning Opportunities Amid COVID-19 Due to Depressed Markets and Historically Low Interest Rates
By Jamie Carter |May 2020IRS Extends April 15 Payment and Filing Date For Estate Taxes and Exempt Organizations Due to COVID-19 Emergency
By Jamie Carter |April 2020Breaking Tax News - IRS Extends April 15 Payment and Filing Due Date For Gift Taxes Because of COVID-19 Emergency
By Jamie Carter |March 2020
Blogs
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