Jenny Hill Bratt

Partner | Rancho Santa Fe, San Diego

Jenny is a partner in the private client and tax team.

Her practice is focused on US and international estate planning, trusts and estates administration, family business planning and charitable planning and exempt organizations.

She advises US individuals who own foreign assets on the manner in which such assets should be structured as well as their US tax compliance obligations. She routinely employs transfer tax mitigation techniques such as intentionally defective grantor trusts, grantor retained annuity trusts, irrevocable life insurance trusts, and family limited partnerships, among others.

Jenny regularly advises clients with the creation and administration of closely-held family businesses, is proficient in choice of entity issues and has experience in the design and implementation of limited partnerships and limited liability companies. She also advises clients in planning and implementing charitable gifts including structuring such gifts through charitable remainder trusts and charitable lead trusts. She can also assist clients with the formation of private foundations and private operating foundations and advise such clients on issues that arise in the administration of such entities.

Jenny is certified as a specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization.

Secretary Collette Kerr

Admissions

Publications

Memberships

Talks

California, 2007

New York, 2008

Connecticut, 2008

Executive Committee, Trusts and Estates Section of the State Bar of California (Vice-Chair, Estate Planning Subcommittee) (2013 – 2019)

Co-Editor in Chief of the California Trusts and Estates Quarterly

Board of Directors, Congregation Beth Israel of San Diego (2011- 2017)

‘Gifts of Real Estate,’ Western Regional Planned Giving Conference, Costa Mesa - June 1, 2018, presenter

‘Discoveries in Charitable Giving for Professional Advisors,’ Jewish Community Foundation, La Jolla - February 13, 2018, presenter

‘All in the Family: Business Succession Planning,’ The Bar Association of San Francisco - December 2017

Education


Languages


  • English

Dates


Joined

2017
Partner

2017

Recognition


Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

View Office

San Diego

101 West Broadway,

Suite 1000,

CA 92101

View Office

Meet the team