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Overview

Jennifer has over two decades of experience counseling clients on all aspects of estate planning and administration.

Jennifer’s clients count on her to provide sound judgment and legal advice on the full spectrum of private wealth challenges. Jennifer counsels clients on techniques to preserve, enhance, and extend their wealth, including estate plans that maximize intergenerational wealth protection, minimize transfer taxes, and maximize protection from creditors. She also advises owners of closely held businesses in succession planning and ownership structures and is adept at developing sophisticated estate planning vehicles tailored to the distinct needs of such business owners. She has experience in organizing and developing succession plans for corporations, limited liability companies and partnerships.

Jennifer’s broader private wealth practice addresses practically every challenge that clients face with respect to estate planning and administration, including:

  • Marital and community property
  • Private foundations
  • Charitable gift planning, including use of charitable split interest trusts
  • Business succession planning, including strategic intergenerational transfers
  • Tax planning
  • Retirement assets

Jennifer also represents trustees and executors (both corporate and individual) in their fiduciary capacities in the administration of trusts and estates. She has ample experience in the preparation of estate tax, gift tax, and fiduciary income tax returns.

Jennifer has long been recognized as a leading practitioner of private wealth law, including recognition in Law & Politics as one of Wisconsin's Rising Stars.


Industry

Services

Education

  • J.D., University of Wisconsin Law School
    • cum laude
  • B.A., University of Minnesota
    • cum laude
    • Political Science
    • Spanish

Admissions

  • Wisconsin

Professional Memberships and Certifications

  • Member, Association for Women Lawyers’ Estate Planning Discussion Group
    • Co-chair (2009-2012)
  • Member, Estate and Trust Section of the Milwaukee Bar Association
    • Past Chair
  • Member, Herbert J. Mueller Society
  • Member, Milwaukee Mid-Winter Estate Planning Clinic
  • Chair, State Bar of Wisconsin, Real Property, Probate & Trust Law Section Board of Directors
  • Member, Milwaukee Estate Planning Forum
Community Leadership
  • Ronald McDonald House Charities Eastern Wisconsin, Board Member & Executive Committee Member (2014-2019)
  • Member, TEMPO Milwaukee

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