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Haynes and Boone, LLP

Jamie L. Carter

Jamie L. Carter

Associate

Haynes and Boone, LLP
Texas, U.S.A.

tel: +1 214 651 5266
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Profile
Jamie Carter is a counsel in the Private Client and Estate Planning Practice Group. 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.

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
Articles

Congress Doubles Estate and Gift Tax Exemption
Haynes and Boone, LLP, January 2018

The tax reform bill passed by Congress at the end of 2017 significantly reduces the number of taxpayers whose families will pay gift tax or estate tax, but it comes with an “expiration date” of December 31, 2025. Prior to the Tax Cuts and Jobs Act (the Act), an individual could transfer up to $5,490,000 ($10,980,000 for a married couple) without paying estate, gift, or generation-skipping transfer (GST) taxes...

2016 Reminders and Planning Ideas for 2017
Haynes and Boone, LLP, March 2017

2016 Follow-Up Payments on Promissory Notes and Guarantees. If you sold property (for example, real estate, stock, or an interest in a family limited partnership or other closely-held entity) to a family member or a trust for a promissory note in the past, the purchaser should make the proper interest payments. Also, if the transaction involved a guarantee of any part of debt, the guarantor should receive the proper guarantee fees. Gift Tax Returns...

WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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