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.

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

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