Jennifer develops and implements complex estate and wealth transfer planning, including comprehensive estate plans, advanced trust strategies, premarital agreements, and entity formation, while applying her deep technical tax knowledge to advise clients on compliance matters and prepare gift and estate tax returns, and federal tax exemption applications.  In addition to advising on trust and estate administration matters, she handles probate proceedings and court appearances.

By being involved in both planning and administration, Jennifer anticipates how current tax laws may affect her clients' long-term objectives. She communicates complex tax concepts in an easy-to-understand style, balancing technical requirements with her clients' practical, day-to-day needs. This integrated approach allows her to create solutions that are technically sound yet accessible and aligned with each client's unique circumstances.

Above all else, Jennifer strives to protect her client’s personal needs, help them understand the legal avenues that will best meet those needs, and work to efficiently to save them time and money.

A leader in her field, Jennifer is a frequent lecturer and author on a wide range of tax and estate planning topics. A consummate advocate and intellectual, Jennifer also enjoys giving back to her peers in an educational setting, helping to keep them up to date on complex tax issues affecting their clients.