Jennifer M. Einersen
Jennifer represents high-net-worth individuals and counsels individuals and families with respect to wealth transfer planning, including charitable giving and estate, gift and generation-skipping tax planning. Jennifer also has considerable experience guiding families through the oftentimes cumbersome probate and estate administration process.
Never one to treat matters as "cut and dry" business deals, Jennifer employs a comprehensive and collaborative approach to creating specialized plans for individual clients.
I know how difficult and overwhelming it can be to lose a family member, especially when that family member did not have an effective estate plan in place, because I've been there. For instance, I know how frustrating it can be to navigate a bank's red tape to collect an asset of a loved one who has passed away, or how the last thing you want to think about are the tax implications of that person's death. These personal experiences make me an effective advisor in two important ways - first, I help our clients structure their estate plans to accomplish their specific goals while avoiding certain pitfalls, and second, I relate to our clients, which helps me guide them through the complex legal and tax consequences resulting from the death of a loved one in a compassionate and patient manner.
EducationNew York University, APC, Estate Planning , 2015Fordham University, J.D., cum laude, 2012Georgetown University, B.S., Finance, McDonough School of Business, 2007
Miami Board, Member, 2019Coral Gables / South Dade Estate Planning Council
President, 2019 - 2020
Vice President, 2018 - 2019
Board Member, 2017 - 2018Estate Planning Council of Greater MiamiMember, 2018 - presentUnited Way of Miami-DadeProfessional Advisors Committee, Member, 2018 - present
Bar AdmissionsFloridaNew YorkNew Jersey
STEP Private Client Awards, Legal Team of the Year Category Finalist, 2020
Legal Services NYC, Pro Bono Honor Roll, 2014
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