Jennifer Thurswell

WORK HISTORY

EDUCATION

ABOUT JENNIFER THURSWELL

Jeni has focused her practice on advising business owners, professionals, and families in connection with estate and gift tax planning, business succession, and asset protection matters. She has counseled clients on how to best achieve their future goals and helps them navigate the estate planning process. She is skilled in developing specialized plans that make the best use of revocable, irrevocable, charitable, insurance, and dynasty (generation skipping) trusts to optimize her clients’ personal and tax goals while simultaneously safeguarding their financial resources. Jeni is also experienced with numerous tools, such as Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts (ILITs), Qualified Personal Residence Trusts (QPRTs), Powers of Attorney for Property and for Health Care, Special Needs Trusts (SNTs) and Spousal Lifetime Access Trusts (SLATs).Jeni has also counseled individual and corporate fiduciaries regarding complex estate and trust administration and related tax issues. She has expertise administering estates and trusts and representing trustees, personal representatives, and other fiduciaries and beneficiaries of estates and trusts in various complex transactional affairs, being particularly sensitive to the needs of family members after the passing of a loved one. Jeni is also skilled in the preparation of federal and state estate tax returns, gift tax returns, and accountings. Additionally, Jeni is knowledgeable regarding lifetime and testamentary charitable giving strategies, including establishing and operating charitable lead trusts, charitable remainder trusts, donor-advised funds, private foundations and more.