About Adrienne
Adrienne Gagliardo, JD, EA, serves as an estate tax specialist and legal reviewer for Legacy Assurance Plan, where she reviews content related to estate taxation, tax planning, and the intersection of tax law and estate planning.
Adrienne holds a Juris Doctor (JD) and is an IRS Enrolled Agent (EA) — a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. The EA credential is the highest credential the IRS awards and demonstrates mastery of the U.S. tax code.
This combination of legal training and tax authority makes Adrienne uniquely qualified to review estate planning content that involves tax implications — including estate tax exemptions, gift tax strategies, step-up in basis, irrevocable trust taxation, and Medicaid asset protection structures.
Adrienne's reviews ensure that Legacy Assurance Plan articles accurately represent the tax consequences of estate planning decisions, helping readers understand how tax law intersects with trusts, beneficiary designations, property transfers, and wealth preservation strategies.
Credentials & Designations
- Juris Doctor (JD)
- IRS Enrolled Agent (EA) — U.S. Department of the Treasury / Internal Revenue Service