Jacqueline Patterson is a founding partner at Buchanan and Patterson LLP and specializes in tax, estate, and financial transactions. Her emphasis is positioning individuals, businesses, and fiduciary entities for asset protection 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.

Teaching is an important role in Ms. Patterson's professional career. She has held Adjunct Faculty positions in the graduate tax programs at both USC and Golden Gate University. She has served on an AICPA special task force studying fiduciary accounting and previously served on the Estate and Gift Technical Resource Panel for several years. She taught for the National Tax Institute and has been a seminar discussion leader and author for the California CPA Education Foundation for over a decade writing and facilitating full-day seminars in corporate taxation, the income taxation of trusts and estates; fiduciary accounting; tax research and planning, trusts, real estate transactions, and charitable trusts. She co-authored and taught an on-line estate planning certificate program for the Education Foundation.