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JessieRoot

Associate

"Helping my clients achieve their goals through collaborative work is a rewarding and valuable experience."

Overview

Biography

Jessie primarily assists the firm’s clients with a wide variety of matters involving mergers and acquisitions, corporate and partnership formations, business start-ups, and general corporate and business law. She is passionate about using her legal skills and knowledge to help clients so they can continue to focus on running their businesses.

Bar Associations

  • New York State Bar Association

Selected Memberships & Affiliations

  • Barclay Damon Women's Forum
Experience

Representative Experience

  • Handled probate proceedings for a $150,000 estate, including conducting familial history research in search of intestate distributees of the decedent to file an affidavit of due diligence.
  • Prepared estate planning documents for a couple, including wills, health care proxies, and powers of attorney.
  • Facilitated the transfer of assets for a couple to an intentionally defective grantor trust to shield the assets from estate taxes.
  • Prepared estate planning documents for a $1.7 million estate, including drafting of last will and testaments, health care proxies, and powers of attorney.
  • Handled estate planning for a $6 million estate, including drafting the last will and testaments, health care proxies, and powers of attorney.
  • Represented a not-for-profit outpatient mental health facility in its petition to the attorney general to transfer substantially all of its assets to another not-for-profit corporation.
  • Represented an energy industry client regarding an opinion related to construction and term loans provided by National Cooperative Bank, N.A.

Prior Experience

  • Doran & Murphy, PLLC, Law Clerk
  • US District Court for the Western District of New York, Legal Student Intern
  • University at Buffalo School of Law Clinical Law Program, Student Attorney
  • The Near Westside Initiative, Former Intern
  • Elmcrest Children’s Center Family Transitions Program, Former Intern

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