Mrs. Gilbert is a graduate of New York University and New York Law School and has practiced in the Trusts, Tax and Estate Planning area since 1977. Her specialties lie in designing complex revocable and irrevocable Trusts to maximize tax and business advantages. Mrs. Gilbert provides educational training for lawyers, accountants, and financial planners in the application of Trusts utilizing Generation Skipping Transfer Taxes, Prime Welfare Benefit Trusts, Charitable Giving programs, Split-Dollar Plans and Buy-Sell Agreements.

Mrs. Gilbert's practice has included direct legal counseling and service to the brokers and agents of financial institutions, as well as direct counsel to the advanced market clients of Metropolitan Life Insurance Company, Mutual of New York, Madison Professional Planning Inc., Connecticut Mutual Life Insurance Company, Massachusetts Mutual, and J.P. Morgan Chase Insurance Agency, Inc. Mrs. Gilbert regularly writes, develops, and hosts educational tax and estate planning productions for legal practitioners, Continuing Licensing Education classes for Certified Public Accountants and Insurance Professionals. Mrs. Gilbert holds the designation of a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College of Insurance.

A frequent moderator for professional panels at the Association of the Bar of the City of New York, Mrs. Gilbert has served as Contributing Editor of The Bulletin, published by the New York Association of Life Underwriters, is the author of the Wills chapter for the Handbook of Estate Planning, University of Texas, Dow-Jones Irwin, was the featured authority on Charitable Giving Plans in Money magazine, as well as been published in the New York State Bar Association's Elder Law Journal. Currently, she is the President of the Professional Planners Forum Inc. An exchange forum for tax and estate planning professionals organized in 1965 and serves as the President and on the Board of Directors of several real estate corporations providing tax and financial planning advice to these corporations.

Mrs. Gilbert's department's services involve consultation and analysis of the overall financial structure and well being of corporate and personal holdings. The Gilbert Firm LLC will assist you to creatively structure the format of corporate and personal holdings to maximize assets and minimize tax liabilities. The Gilbert Firm LLC will also provide consultation and advice on methods of structuring and funding trusts to accomplish more unique personal and business objectives.