Designed many unique comprehensive estate plans for multi-generational families while minimizing or deferring tax by utilizing various advanced estate planning techniques including: defective grantor irrevocable trusts, qualified personal residence trusts, irrevocable life insurance trusts, charitable lead trusts, charitable remainder unitrusts, and marital/credit shelter revocable trusts.Jennifer is an active member of her community with involvement in Redwood School and the Greater Cincinnati Foundation. She is grateful for the opportunity to work with clients of all generations and backgrounds to make sure their wishes are honored and their families are provided for – both on a personal level and on a financial level. In 2001, she graduated with honors from the University of Kentucky with a Bachelor in Business Administration with an emphasis in Marketing. Working during the day in a law firm, attending school at night, holding membership on the Law Review, and balancing family commitments taught her the importance of strong work ethics. ![]() Jennifer graduated from the evening program at Chase College of Law at Northern Kentucky University in 2007. However, after witnessing her parents navigate the estate and trust administration process with the death of her grandparents, she learned that there is more to “law” than the glamorous television lawyers and set out to help families during times of their deepest struggles. She jokes as practicing law was the one thing she did not want to do. Law school was not part of Jennifer’s plan. Winner, Northern Kentucky Law Review Competition Northern Kentucky Law Review – 2006- 2007Ĭo-Authored Administration of Principal and Income for the Commonwealth – Published Fall 2007 ![]() Northern Kentucky Estate Planning Council Portability Metropolitan ClubĬPA Society – Ohio Accounting Show Duke Energy Center ABC’s of Gift and Estate Tax It’s All Connected – The Inter-Section of Family Law and Other Practice Areas Northern Kentucky Bar Association What You Don’t Know Could Get You Sued Ethics Red FlagsĬincinnati Bar Association Speaker at Balanced Living Seminar Special Needs Planning Seminar – The New STABLE Act Redwood School, Ft. Just.).Facts and Forms – A Panel Discussing Common Factual Scenarios and Document Drafting Tips and Traps – Including Document Assemblyįacts & Forms: Common Factual Scenarios and Document Drafting Tips and Traps UK CLE 44th Annual Midwest-Midsouth Estate Planning Institute, Lexington, Kentucky
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