Jennifer is a paralegal in the private client and tax team.
Having worked for over 15 years as a paralegal, her broad range of experience spans the areas of estate planning, estate and trust administration, real estate and corporate.
In her current role, she focuses on all aspects of domestic and cross-border estate planning, estate and trust administration and complex transfer and income tax strategies. She also assists clients with the IRS Offshore Voluntary Disclosure Program.
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.