Ms Julie Gilbert
TEP JD

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

PO Box 1150
185 West Broadway, Suite 101
Jackson
WY
83001
United States of America

Email: [email protected]
Telephone: +1 307 739 2500
Website: jacksonholetrust.com
Practice Areas: Civil-law planning (incl foundations), Company formation/management, Estate planning/administration, Trust planning/administration
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Profession:
Lawyer/Solicitor/Attorney / Trustee/Fiduciary
Firm:
Jackson Hole Trust Company
Branch/Chapter:
STEP Wyoming
Committees:
Wyoming Chapter Committee
Biography:
JULIE A. GILBERT is an attorney with extensive experience assisting clients with corporate organization, establishing new businesses, financial reporting, budgeting, tax and estate planning issues. Ms. Gilbert has served as president of Jackson Hole Trust Company (Jackson, Wyoming) since 2011 and has owned and operated European Investment Management Services, Inc. (“EIMS”) since 1986, a company that manages a portfolio of assets owned by U.S. clients and clients of a fiduciary company based in Zurich Switzerland.

Beginning in 1995, Ms. Gilbert began serving in roles as trustee or trust protector on behalf of U.S. and foreign clients with U.S. trusts. She coordinates and oversees estate planning matters on behalf of U.S. and foreign clients, including forming U.S. trusts and obtaining international tax advice. In addition, through EIMS, Ms. Gilbert has served as an officer and director of real estate investment funds and hedge funds for Citibank Private Bank and others.

MS. GILBERT earned her Juris Doctor from the University of California at Davis in 1981 and received her Bachelor of Arts summa cum laude from University of California at Los Angeles in 1977, where she was elected to Phi Beta Kappa. Ms. Gilbert is also a member of the Society of Trust and Estate Practitioners (STEP), the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues.

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