Jennifer M. Lo

Jennifer practices primarily in the areas of estate planning, estate and trust administration, elder law, charitable planned giving, taxation, business formation, and non-profit law. Her estate planning practice consists of working with individuals and families to develop and implement estate plans to meet each client’s dispositional goals while minimizing estate taxes. As part of this practice, Jennifer advises clients on long-term care planning for elders and special needs trust planning for parents of children with disabilities, including nursing home care financing and Medicaid eligibility. Her estate and trust administration practice consists of representing and advising fiduciaries in all aspects of the probate process and assisting fiduciaries in satisfying their obligations and duties to beneficiaries and the court, through the preparation of court filings, the preparation of income and estate tax returns, the distribution of assets to beneficiaries, and the administration of ongoing trusts. Jennifer also represents beneficiaries in disputes with fiduciaries in various estate and trust matters. Prior to forming Seegel Lipshutz & Lo, Jennifer was an associate and then a partner in Seegel Lipshutz & Wilchins LLP for eight years.

Education

  • Georgetown University Law Center, LL.M., Taxation, with distinction, Georgetown Graduate Tax Scholar
  • Lewis & Clark, College, J.D., cum laude, Articles Editor for the Journal of Small & Emerging Business Law
  • Cornell University, B.S., Industrial Labor & Relations

Admitted to Practice

  • Massachusetts
  • Maryland
  • District of Columbia
  • New Hampshire
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