Jennifer works with families, individuals, and business owners to assist in the development of estate plans, estate and trust administration, business planning and business succession planning. She also assists clients with long-term care planning, including Medicaid eligibility, asset protection planning, discussion and evaluation of care options and payment for long-term care, and special needs planning.

With her business owner clients, Jennifer assists with both personal and business planning, discussions of exit strategies and business succession planning, and general business advice and drafting of organizational documents.

With her individual clients, Jennifer assists with drafting of all estate planning documents including Wills, Trusts, and Powers of Attorney. Jennifer also practices in the area of Elder Law and is able to advise her individual clients in the areas of Medicaid planning, Medicaid spend down, pre-planning for a long-term care need, Guardianship matters, and special needs planning and other government benefit planning.

Jennifer also has an extensive practice in the area of Decedent’s estate administration and trust administration. In this capacity, she assists Executors, Personal Representatives, and Trustees in the administration of an estate and/or trust, which includes locating and valuing all assets, filing and preparing a Pennsylvania inheritance tax return, and generally assisting the estate representative with all matters in their fiduciary role.

Jennifer is a regular presenter and speaker. Some of her recent speaking and teaching engagements include:

• “I’m An Executor, Now  What?” Presented to CCAC (Community College of Allegheny County) students as part of their community education courses (February 2023)
• “Estate Planning Updates” Presented webinar as part of the Penn State Beaver Certified Public Accountant (CPA) Professional Education program (Fall 2022)
• “Why Estate Planning is Important for Everyone” webinar series co-presented along with Edward Jones Financial Advisors (November 2022)
• “Navigating the Long-Term Care Maze” Presented webinar through the Parkinson Foundation of Western PA (July 2022)
• “Estate Planning and Probate” Presented to through the Pittsburgh Paralegal Association for Continuing Education credits (June 2022)
• “Long Term Care and Estate Planning” Presented at the Jefferson Hills Public Library (April 2022)
• “Estate Planning” Presented to CCAC (Community College of Allegheny County) students as part of their community education courses (March 2022)
• “Resident Home Contracts” Presented webinar as part of the Penn State Beaver Certified Public Accountant (CPA) Professional Education program (Fall 2021)
• “Elder Law and Long-Term Planning” Presented webinar as part of the Penn State Beaver Certified Public Accountant (CPA) Professional Education program (Fall 2021)
• “Estate Planning” Presented to CCAC (Community College of Allegheny County) students as part of their community education courses (October 2021)
• “Looking to the Future: Digital Assets & Estates” Presented to a group of private webinar attendees using the Tucker Arensberg webinar software (September 2021)

Jennifer also conducts group trainings on various topics related to:

• Asset Protection Planning
• Business Succession Planning
• Caring and Providing for Special Needs, Elder & Incapacitated loved ones
• Estate & Trust Planning & Administration
• Federal Estate/Gift/GST and PA Inheritance Tax Minimization
• Guardianship proceedings
• Healthcare and Financial powers of attorney
• Inter-generational transfers of wealth and asset preservation
• Medicaid (Medical Assistance), eligibility and reimbursement
• Special and Supplemental Needs Trusts