Jennifer Lan
Estate Planning Attorney
- Role
- Executive Director, Senior Wealth Strategist at UBS
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jennifer Lan
The UBS Advanced Planning Group consists of former practicing estate planning attorneys and accountants with extensive private practice experience and diverse areas of specialization, including income and transfer tax planning, asset protection planning, business succession planning and charitable planning. The APG provides comprehensive planning and sophisticated advice and education to UHNW clients of the firm. The APG also serves as a think tank for the firm, providing thought leadership, creating a robust intellectual capital library of whitepapers on estate planning and tax topics of interest to the ultra high net worth space.
Experience
Executive Director, Senior Wealth Strategist
Jun 2025 — Present · Dallas, TX, US
Education
Southern Methodist University Dedman School of Law
J.D.
2003 — 2007
Duke University
B.S.
1999 — 2003
Skills
- Asset Protection
- Estate Planning
- Probate
- Trusts
- Tax
- Tax Law
- Business Planning
- Corporate Law
- Legal Advice
- Legal Research
- Westlaw
- Estate Tax Planning
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