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Jerome is an associate in the trust, estates and charitable planning team.
Jerome, who is known as JD, focuses his practice on delivering efficient, practical advice in connection with tax, trust, and estate planning for high net worth individuals and their families. He regularly works with clients to design, implement, and administer sophisticated domestic and foreign legal structures, including trusts and closely held businesses. Through this work, JD helps clients achieve both short and long term personal goals by establishing appropriate governance and controls for entities intended to benefit multiple generations of family members or charitable organizations. In addition, he leads several pro bono matters on behalf of military veterans and their families facing significant personal hardships. JD has been recognized as a Connecticut Rising Star by Super Lawyers® each year since 2019.JD takes pride in a pragmatic, detail oriented approach to the practice of law and places a strong emphasis on building trusted, long standing relationships with clients and colleagues alike.
Recent recognition
Experience
Track record
New Parents' Guide Estate Planning
‘New Parents' Guide to Estate Planning,' LinkedIn - April 15, 2019, author
Estate Planning: When to Start
‘Estate Planning: When to Start.' LinkedIn - August 24, 2018, author
What Happens When I Die Without a Will?
‘What Happens When I Die Without a Will?' LinkedIn - August 24, 2018, author
Talks
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'Foreign Estate Administration, Estate & Gift Taxation: Part 2 of 2,' Withersworldwide Continuing Legal Education – December 12, 2024, co-presenter
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'Foreign Estate Administration, Estate & Gift Taxation: Part 1 of 2,' Withersworldwide Continuing Legal Education – December 5, 2024, co-presenter
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'Estate Planning and Probate Administration,' Connecticut Veterans Legal Center - January 17, 2024, co-presenter
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'Developments in Company Valuations: Connelly v. United States & 26 U.S. Code § 2703,' Withersworldwide event - September 5, 2023, presenter
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'The Connecticut Parentage Act,' Withersworldwide event - April 18, 2023, presenter
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'The Alphabet Soup of Trust Acronyms,' Withersworldwide multi-part event - June 2022 to September 2022, presenter
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'Script Your Family's Future: Why You Need an Estate Plan,' Edward Jones event - August 15, 2020, presenter
Admissions
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State of Connecticut
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State of New York
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State of New Jersey
Education
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Fordham University, B.A.
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New York Law School, cum laude
Languages
- English
Key dates
- Year joined: 2021