Overview
Jackie’s clients appreciate her ability to explain sophisticated concepts during times that are often stressful. It’s her patience and attention to detail that are most notable when working with clients in estate and business succession planning, marital property agreements, pre and post-nuptial agreements, guardianships, probate, and trust administration.
As a partner in the firm’s Trust, Estates and Succession Planning Service Group, Jackie regularly advises clients, particularly high net worth individuals, on all aspects of estate planning, including wills, revocable trusts, powers of attorney, irrevocable life insurance trusts, and generation-skipping transfer trusts. She brings a breadth of experience to negotiating settlement agreements in a contentious administration which allow for efficient estate settlements.
Jackie has extensive experience in advising clients in probate and trust administration after the death of a loved one. She also assists clients in special needs planning, including creating trusts under WisPact and Life Navigators. As an animal lover herself, Jackie also advises clients on the best way to take care of pets after an owner’s incapacity or death, including drafting pet trusts.
Jackie also counsels business owners in ongoing business operations and succession planning. This includes the preparation of organizational documents, including the Articles of Incorporation and Operating Agreement, buy-sell and transfer restriction agreements, the negotiation and preparation of various other corporate agreements, as well as legal services related to ongoing business operations, and the documents necessary to ensure the successful transition of the ownership and management of the businesses.
Additionally, Jackie also advises clients on pre-nuptial and post-nuptial agreements, including provisions relating to keeping individual property (including business interests), maintenance, provisions for divorce, and provisions for death. She also has experience representing clients petitioning for a guardianship, including petitioning for guardianship over a minor child, petitioning for guardianship for a disabled child turning 18, and petitioning for guardianship over an incompetent adult.
Membership & Involvement
- Member: Waukesha County Estate Planning Council; Carroll Community Council
- Herbert Mueller Society Member: Greater Milwaukee Foundation
- Volunteer: Wills for Heroes
Honors
- Selected to National Law Review's Go-To Thought Leader in Tax Law: 2021
- Selected to the Wisconsin Super Lawyers list: 2024
- Selected to the Wisconsin Super Lawyers "Rising Stars" list: 2019, 2020, 2021, 2022
- Selected to Wisconsin Law Journal Up and Coming Lawyer: 2016
- Selected to The Best Lawyers in America® in Trusts and Estates: 2020, 2021, 2022, 2023, 2024, 2025
- Selected to The Best Lawyers in America® in Tax Law: 2024, 2025
Resources & Insights
In the Media
Alerts
Speaking Engagements
Firm News
- Congratulations to Amundsen Davis Attorneys Included on the 2024 Wisconsin Super Lawyers and Rising Stars ListsCongratulations to Amundsen Davis Attorneys Included on the 2024 Wisconsin Super Lawyers and Rising Stars Lists
We would like to congratulate the Amundsen Davis attorneys who were included on the 2024 Wisconsin Super Lawyers® and 2024 Wisconsin Rising StarsSM lists.
- 108 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2025 in America108 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2025 in America
We are proud to congratulate 108 of our attorneys on being recognized by Best Lawyers® in 2025 in America.
- 88 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America88 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America
We are extremely excited to congratulate 88 of our attorneys on being recognized by Best Lawyers® in 2024 in America.
- Spots on the X-Ray: Identifying Ways to Add Value to ClientsSpots on the X-Ray: Identifying Ways to Add Value to Clients
Amundsen Davis Estate Planning Attorneys shared ways to help advisors issue spot life events or other triggers that may impact their client’s estate and tax plan. In addition, they discussed the steps that should be taken after issue spotting to take advantage of opportunities or mitigate risks.
Education
Marquette University Law School, J.D., 2012, cum laude
Carroll University, B.A., magna cum laude
Admissions
- Wisconsin