Jennifer is a principal with Baker Tilly’s private wealth practice. She has more than 20 years of experience working with high-net-worth clients. Jennifer specializes in helping individuals and business owners maximize the benefits of estate, gift and trust laws.
- Planning next-level estate, gift and tax planning services
- Assists high-net-worth individuals and executives with income, estate, gift and generation-skipping transfer tax matters as well as financial planning needs
- Provides estate, gift and trust services including trust planning and administration, lifetime transfer planning and wealth transfer tax analysis
- Assists with estate, gift and income tax audits
- Michigan State Bar
- North Carolina State Bar
- Scottsdale Estate Planners
- Valley Estate Planners
- Notre Dame Preparatory High School Forever Saints Alumni Association Board
- Notre Dame Preparatory High School Auction Fashion Show Committee
- Notre Dame Preparatory High School Culinary Fest Committee
- Notre Dame Preparatory High School Mother’s Guild