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Jennifer is a paralegal in the private client and tax team.
Jennifer is a seasoned paralegal with more than 20 years of experience assisting high net worth individuals, families, and business owners with complex planning and administration matters. She concentrates on domestic and cross border estate planning, estate and trust administration, and sophisticated transfer and income tax strategies. Her background includes trust, estate, and probate administration; real property and corporate transactions; and drafting wills, trusts, and related documents. Known for her meticulous attention to detail and practical problem solving, Jennifer helps families, fiduciaries, and closely held entities navigate sensitive transitions and implement tailored strategies with confidence.
Me in a minute
I enjoy the challenge of tracking down and collecting assets
I appreciate working with sophisticated families regarding their tax and estate planning/administration matters. It is gratifying to work closely with these individuals and get to know them and their families on a personal level while helping them put their goals into motion.
The San Francisco location presents individuals with a wide variety of backgrounds and an interesting mix of asset holdings in an assortment of countries. I enjoy the challenge of tracking down and collecting assets during the trust/estate administration process and being there to aid clients in what can be an emotionally difficult time. What I like most about my job is being able to help individuals with the legal side of matters so they can in turn focus their time and attention where needed.
Jennifer is qualified as a notary public.