Jamie brings over 13 years of legal experience in administering estates and complex trusts to the First American Trust Wealth Management team.
As a relationship manager, Jamie is responsible for the efficient administration of trusts and investment management accounts for our high-net-worth clients. She provides expert advice and counsels our clients to administer accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Before joining First American Trust, Jamie was an attorney at the Los Angeles law firm of Reish Luftman Reicher & Cohen in their trusts and estates department. She was responsible for handling the administration of probate and trust estates for high-net-worth and high profile clients. Prior to that, Jamie practiced with the Irvine law firm of Palmieri Tyler Wiener Wilhelm & Waldron in their trust department. Jamie brings over a decade of extensive legal experience in advising trustees during all aspects of trust administration, preparing federal estate tax and gift tax returns, and representing executors and administrators in probate court.
Jamie received her Master's in Taxation and Juris Doctorate from Loyola Law School of Los Angeles. Jamie holds a Bachelor of Arts degree from University of California at Berkeley. She is a former member of the Executive Committee of the Los Angeles County Bar Association Trusts and Estates Section and a past co-chair of the Young Tax Lawyers Committee of the Los Angeles County Bar Association.