Big firm talent. Small firm creativity.

Jennifer L. Zegel

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.  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.

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.

Jennifer’s practice also includes handling employment law matters.  She has experience drafting and negotiating employment agreements, restrictive covenants, and severance agreements.

Jennifer L. Zegel

Partner, Business and Finance Department
Practice Leader, Trusts and Estates Group
267.443.4126
jzegel@kleinbard.com

Education

Temple University Beasley School of Law (LL.M. in Taxation, 2012)

  • Estate Planning Certification
  • Employee Benefits Certification

Rutgers University School of Law – Camden (J.D., 2008)

Temple University (B.A., 2004)

Professional Highlights

Professional Associations

Philadelphia Bar Association

  • Incoming Chair, Legislative Committee, Probate & Trust Section
  • Technology Committee, Probate & Trust Section

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.

Jennifer was a member of the First Judicial District Pro Bono Honor Roll in 2011 and 2012.  She was a recipient of the Eliza Shirley Pro Bono Award.

Publications

Co-Author, Planning on Blockchain, ABA Probate & Property Magazine, (May/June 2018).
Author, Donate Your Paid Time Off to Help Hurricane VictimsReger 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)

Speaking Engagements 

Presenter, Cybercurrencies: The Estate Planners Dilemma. Society for Trust and Estate Practitioners (STEP).  (September 27, 2018).
Presenter, Start Strong: Skills of the Successful Lawyer. The Pennsylvania Bar Institute. (August 16, 2018)
Presenter, Digital Asset PlanningMarks Panneth LLP. (November 9, 2017)
Presenter, The Basics of Estate PlanningThe Pennsylvania Bar Institute’s 2nd Annual New Lawyers Symposium. (August 24, 2017)
Presenter, The Basics of Business Succession Planning. The Pennsylvania Bar Institute’s Online CLE Catalog Program. (August 18, 2017)
Presenter, The Basics of Estate Planning in New Jersey. The New Jersey Office of the Attorney General’s Advocacy Institute. (August 17, 2017)
Presenter, The Basics of Estate Planning. The Pennsylvania Bar Institute’s 1st Annual New Lawyers Symposium. (August 25, 2016)
Presenter, The Basics of Estate Planning in New Jersey. The New Jersey Office of the Attorney General’s Advocacy Institute. (August 18, 2016)
Presenter, Top Mistakes in Updating Estate Plans. The National Business Institute. (November 18, 2015)
Presenter, Business Succession Planning 101. Pennsylvania Bar Institute’s 21st Annual Business Lawyers’ Institute. (November 4, 2015)
Presenter, Digital Asset Planning. Citrin Cooperman. (June 24, 2015)
Presenter, Business Succession Planning 101. Pennsylvania Bar Institute’s 20th Annual Business Lawyers’ Institute.  (November 13, 2014)
Presenter, The ABC’s of Estate Planning. Executive Women International. (March 19, 2013)

Community Activities

Volunteers for the Indigent Program (VIP)
The POWER of Professional Women, Emerging Leaders Committee
Homeless Advocacy Project

  • Legal Services Recognition Award, 2013

Executive Women International, New Membership Director and Vice President, 2014-2015

 

Jennifer L. Zegel

Partner, Business and Finance Department
Practice Leader, Trusts and Estates Group
267.443.4126
jzegel@kleinbard.com

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.  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.

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.

Jennifer’s practice also includes handling employment law matters.  She has experience drafting and negotiating employment agreements, restrictive covenants, and severance agreements.

Education

Temple University Beasley School of Law (LL.M. in Taxation, 2012)

  • Estate Planning Certification
  • Employee Benefits Certification

Rutgers University School of Law – Camden (J.D., 2008)

Temple University (B.A., 2004)

Admissions

Pennsylvania
New Jersey
U.S. District Court, Eastern District of Pennsylvania
U.S. Third Circuit Court of Appeals

Professional Highlights

Professional Associations

Philadelphia Bar Association

  • Incoming Chair, Legislative Committee, Probate & Trust Section
  • Technology Committee, Probate & Trust Section

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.

Jennifer was a member of the First Judicial District Pro Bono Honor Roll in 2011 and 2012.  She was a recipient of the Eliza Shirley Pro Bono Award.

Publications

Co-Author, Planning on Blockchain, ABA Probate & Property Magazine, (May/June 2018).
Author, Donate Your Paid Time Off to Help Hurricane VictimsReger 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)

Speaking Engagements 

Presenter, Cybercurrencies: The Estate Planners Dilemma. Society for Trust and Estate Practitioners (STEP).  (September 27, 2018).
Presenter, Start Strong: Skills of the Successful Lawyer. The Pennsylvania Bar Institute. (August 16, 2018)
Presenter, Digital Asset PlanningMarks Panneth LLP. (November 9, 2017)
Presenter, The Basics of Estate PlanningThe Pennsylvania Bar Institute’s 2nd Annual New Lawyers Symposium. (August 24, 2017)
Presenter, The Basics of Business Succession Planning. The Pennsylvania Bar Institute’s Online CLE Catalog Program. (August 18, 2017)
Presenter, The Basics of Estate Planning in New Jersey. The New Jersey Office of the Attorney General’s Advocacy Institute. (August 17, 2017)
Presenter, The Basics of Estate Planning. The Pennsylvania Bar Institute’s 1st Annual New Lawyers Symposium. (August 25, 2016)
Presenter, The Basics of Estate Planning in New Jersey. The New Jersey Office of the Attorney General’s Advocacy Institute. (August 18, 2016)
Presenter, Top Mistakes in Updating Estate Plans. The National Business Institute. (November 18, 2015)
Presenter, Business Succession Planning 101. Pennsylvania Bar Institute’s 21st Annual Business Lawyers’ Institute. (November 4, 2015)
Presenter, Digital Asset Planning. Citrin Cooperman. (June 24, 2015)
Presenter, Business Succession Planning 101. Pennsylvania Bar Institute’s 20th Annual Business Lawyers’ Institute.  (November 13, 2014)
Presenter, The ABC’s of Estate Planning. Executive Women International. (March 19, 2013)

Community Activities

Volunteers for the Indigent Program (VIP)
The POWER of Professional Women, Emerging Leaders Committee
Homeless Advocacy Project

  • Legal Services Recognition Award, 2013

Executive Women International, New Membership Director and Vice President, 2014-2015