Jennifer M. Smith

Counsel

Washington, D.C.
T +1.202.861.1676
F +1.202.861.1783

Overview

Jennifer Smith focuses her practice on estate and business succession planning for affluent families. She assists with clients of the D.C.-based Private Wealth Planning group by providing a wide array of services, including planning research, development, and implementation and document preparation and review. Jennifer also supports the group’s proprietary legacy management approach and its financial technology application. Additionally, Jennifer has considerable experience using life insurance to structure sophisticated wealth transfer and business succession plans, including in buy-sell and split-dollar planning. Jennifer is a regular author of the AALU WRMarketplace, a semi-monthly newsletter published for a large life insurance industry trade association.

Recognitions and Memberships

Admissions

  • New York
  • District of Columbia

Education

  • J.D., Harvard Law School, 1999, cum laude
  • B.A., Foreign Affairs, University of Virginia, 1996, with high distinction; Phi Beta Kappa