Jennifer L. Zegel is a partner in Kleinbard’s Business and Finance Department and is the Practice Leader of the Firm’s Trusts and Estates Group. She focuses her practice on the representation of clients in the areas of trusts and estates, business law, real estate and employment law. She handles a wide range of trusts and estates matters including the drafting of wills, trusts, special needs trusts, powers of attorney, and health care powers of attorney documents at all levels of complexity. In addition, Jennifer assists clients in estate, trust and guardianship administration, and business succession planning. A significant portion of her trusts and estates practice is devoted to asset distribution while minimizing potential tax liability on asset transfers.
Jennifer has a special focus in estate planning and the estate administration of digital assets, which is becoming a fast growing and increasingly complex area. She is at the forefront of this emerging section of property transfers, which also overlaps and intersects with technology, privacy, and accessibility considerations. Jennifer regularly counsels clients on how to incorporate digital asset planning into an estate plan or business succession plan. She regularly speaks at conferences, writes articles, and is a media source on the topic of digital assets, cryptocurrency, and blockchain technology. Working with two other Philadelphia attorneys, Jennifer recently co-created the Digital Planning Podcast, which is dedicated to exploring all things digital in connection with estate planning, business planning, and estate administration.
Jennifer also has vast experience in entity formation, drafting and negotiating commercial contracts, shareholder, partnership and operating agreements, and analyzing business structures for legal, liability, and tax issues while providing cost-saving business solutions to clients. In addition, she handles real estate matters for both residential and commercial clients.
Temple University Beasley School of Law (LL.M. in Taxation, 2012)
Rutgers University School of Law – Camden (J.D., 2008)
Temple University (B.A., 2004)
U.S. District Court, Eastern District of Pennsylvania
U.S. Third Circuit Court of Appeals
Society of Trusts and Estates Practitioners (STEP)
Philadelphia Bar Association
Philadelphia Diversity in Blockchain (DiB)
Philadelphia Estate Planning Council, Women’s Initiative Committee
The POWER of Professional Women, Emerging Leaders Committee
Recognitions & Accomplishments
Jennifer has been named a Rising Star by Pennsylvania Super Lawyers from 2014 – present. In addition, she was recognized as a 2015 Lawyer on the Fast Track by The Legal Intelligencer.
In October, 2018, Jennifer completed the Good Shepard Mediation Training Course. She was a member of the First Judicial District Pro Bono Honor Roll in 2011 and 2012. In addition, she was a recipient of the Eliza Shirley Pro Bono Award.
Digital Planning – this podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and estate administration.
Co-Author, Influencing A Digital Legacy: Two Daughters Reflect On Celebrating Mother’s Day During The Pandemic, Kleinbard (May 6, 2020)
Co-Author, INSIGHT: Supporting Your Clients’ Digital Legacy, Bloomberg Tax (April 10, 2020)
Co-Author, COVID 19: Quarantine and… Prepare an Estate Plan?, Kleinbard (April 6, 2020)
Author, Basic Planning For Digital Assets, Financial Advisor Magazine (November 12, 2019)
Author, Digital Assets: What Are They and Why Is It Critical to Include Them in Your Estate Plan?, Kleinbard (October 8, 2019)
Co-Author, What To Know About Estate Planning for Digital Assets, Bloomberg Tax – Tax Management, Estates, Gifts and Trusts Journal (September 12, 2019)
Quoted, Lessons After QuadrigaCX: Crypto Estate Planning, Forbes, (February 15, 2019)
Co-Author, Digital Protection and Privacy, ABA Probate & Property, (Nov/Dec, 2018)
Co-Author, Planning on Blockchain, ABA Probate & Property, (May/June 2018).
Author, Donate Your Paid Time Off to Help Hurricane Victims. Reger Rizzo & Darnall Client Alert. (September 2017)
Featured, 2016 Top Laterals/New Partners. The Legal Intelligencer. (March 22, 2016)
Author, Digital Asset Planning. Reger Rizzo & Darnall Client Alert. (January 2016)
Featured, Lawyers on the Fasttrack: Jennifer L. Zegel. The Legal Intelligencer. (September 29, 2015)
Featured, Reger Rizzo Promotes Two Lawyers to Partner. The Delaware Law Weekly. (July 8, 2015)
Featured, People in the News. The Legal Intelligencer. (June 15, 2015)
Author, New Year, New You, New Pennsylvania Financial Power of Attorney Laws? Reger Rizzo & Darnall Client Alert. (April 2015)
Author, Divorce and the Estate Plan. Reger Rizzo & Darnall Client Alert. (March 2014)
Author, Long-term Business Success is in the Planning. Reger Rizzo & Darnall Client Alert. (December 2013)
Author, Estate Planning And the Aftermath of the American Taxpayer Relief Act. Reger Rizzo & Darnall Client Alert. (July 2013)
Author, To Gift or Not to Gift Before the End of 2012? Reger Rizzo & Darnall Client Alert. (October 2012)
Quoted, Making the Most of That Shiny New HSA. Reuters.com. (April 19, 2012)
Author, Health Savings Accounts: The Good, The Bad and The Misunderstood. Society for Human Resource Management. (2012)
Quoted, How to Make Gifts to Grandchildren Without Tax Consequences. The Aging Diva Blog. (April 9, 2012)
Author, Bloody Persecution: Plight of the Falun Gong. 9.1 RUTGERS J. OF L. & RELIG. NEW DEV. 4. (Fall 2007)
Author, A Funny Thing Happened on the Way to the Boycott: Why We Should Respond to China’s Religious Persecution and Human Rights Violations by Means Other than a Boycott of the 2008 Beijing Olympic Games. 9.2 RUTGERS J. OF L. & RELIG. NEW DEV. 4. (Spring 2008)
Co-Presenter, CLE – Pandemic Perils & Progress for Probate Practitioners, Philadelphia Bar Association (April 30, 2020)
Speaker, Digital Asset Planning, American Bar Association’s Real Property, Trust and Estate Law Practice Group Committee (April 21, 2020)
Presenter, Executing Estate Planning Documents in a Pandemic: What you Need to Know, Philadelphia Bar Association CLE – Executing Estate Planning Documents in a Pandemic (April 9, 2020)
Mentor for The Philadelphia Academy Charter School
Volunteers for the Indigent Program (VIP)
The POWER of Professional Women, Emerging Leaders Committee
Homeless Advocacy Project
Volunteer for Philly Reads
Under 40 Club
Mentor, Liguori Academy – Broaden Horizons Mentor Program