Instructor Biography

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Jacqueline A. Patterson, JD, CPA, MBT

Partner
Buchanan & Patterson, LLP

Jacqueline Patterson is a partner in the law firm of Buchanan & Patterson, LLP in Los Angeles where she specializes in tax, estate planning and financial transactions. Her emphasis is positioning individuals, businesses, and fiduciary entities for orderly administration and succession planning. She advises grantors, fiduciaries and beneficiaries in matters involving the transfer, administration, investment and management of assets and is a consultant to attorneys and CPAs in fiduciary accounting, taxation and litigation. Patterson is a nationally recognized speaker and has been a seminar discussion leader and author for many years, writing and facilitating seminars in estate planning, income taxation of trusts and estates, fiduciary accounting, tax research and planning, trusts, real estate transactions, corporate taxation and charitable trusts.
Patterson has held adjunct faculty positions in the graduate tax programs at both USC and Golden Gate University. As well as being a conference speaker for the AICPA, she also served on an AICPA special task force studying fiduciary accounting and on the AICPA Estate and Gift Technical Resource Panel. She has authored and presented tax and estate planning seminars to professional groups on a broad range of issues. She has practice experience in public accounting, the financial institution industry, business management, real estate, estate planning, taxation and law. Patterson graduated from Santa Clara Law School with her juris doctor degree, and from California State Polytechnic University with her bachelor’s degree in English. She continued her education with a master’s degree in business taxation from the University of Southern California (USC), and is also a CPA.