Jennifer Davis

Practice Areas

Jennifer Davis helps individuals and families with issues related to estate planning, family business entities, business succession planning, charitable planning, probate and trust administration, privacy and asset protection planning, and wealth preservation strategies. She frequently assists clients with trust, estate and tax controversies, tax return preparation, and prenuptial and postnuptial agreements.

Career

Jennifer Davis is the Group Leader of the Trusts & Estates Practice. She works with clients ranging from business owners and multigenerational families to some of the region's largest financial institutions. Whether setting up a family estate plan or helping a bank untangle issues as a corporate fiduciary, she is adept at applying complex estate and tax planning matters to clients' daily needs.

Davis appreciates the longstanding relationships she has with many of her clients. Many clients continue to turn to her for guidance as life changes or business questions arise. She works to maintain those relationships through responsive service and sound advice.

Publications

She writes and speaks frequently on estate planning topics — including charitable planning, closely held business succession planning, planning ideas for Gen Z beneficiaries, planning for a vacation home, as well as digital assets planning — and writes for the firm’s Trusts & Estates blog.

Clients

In addition to representing individuals, Jennifer represents financial institutions regarding issues that arise while serving as corporate fiduciaries. She also helps broker/dealers, trust companies, banks, and investment advisors handle and resolve day-to-day issues stemming from the authority granted to fiduciaries. Jennifer also works with several non-profit organizations on their planned giving programs, endowments, and administrative matters.