Jamie D. Valentine

Overview

Jamie D. Valentine brings tax knowledge and an understanding of complex family dynamics to estate planning and administration. She listens first, then develops tax-efficient solutions clients can understand and feel confident putting into place.

Jamie D. Valentine is a partner in Dilworth Paxson’s Trusts and Estates Group, where she advises high-net-worth individuals and families on estate and tax planning and guides individual and corporate fiduciaries through complex estate administrations and probate matters. Her work encompasses the preparation of estate plans, post-litigation tax planning and sophisticated fiduciary, gift, estate and inheritance tax matters. Jamie recognizes that clients are often making decisions that affect not only how wealth will be transferred, but relationships among spouses, children and future generations. She takes the time to understand those dynamics so that the legal and tax strategy supports what the client actually wants to accomplish.

Estate planning documents and tax issues can be daunting, and Jamie sees part of her role as making them less so. She explains the purpose and consequences of different planning strategies in understandable terms, giving clients the information they need to make decisions about their assets and families without becoming overwhelmed by the technical details. Her tax experience allows her to identify opportunities for greater efficiency, including in matters involving charitable giving, inherited retirement assets and generation-skipping transfer tax planning. The objective is a plan that is technically sound, tax conscious and workable for the people who will ultimately have to carry it out.

Jamie brings the same approach to estate administration and other matters in which the circumstances are already established and the client needs a way forward. She advises fiduciaries on tax compliance and filing obligations, has addressed valuation issues with taxing authorities and counsels clients on the tax consequences that can follow litigation or the receipt of significant assets. Her experience also includes guardianship proceedings before the Orphans’ Court. By identifying the tax and administrative issues that matter and explaining how they affect the available options, Jamie helps clients and fiduciaries fulfill their responsibilities while preserving value and avoiding unnecessary complications.