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
Diversity in Blockchain (DiB)
Philadelphia Estate Planning Council, Women’s Initiative Committee
The POWER of Professional Women, Emerging Leaders Committee
Recognitions & Accomplishments
Jennifer was named a 2020 Bar Star by the probate and trust law section of the Philadelphia Bar Association.
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, The Digital Tsunami Meets Estate Administration, STEP Journal (Issue 6)
Co-Author, Pennsylvania Enacts the Revised Uniform Fiduciary Access to Digital Assets Act, Philadelphia Estate Planning Council (Fall 2020)
Co-Author, The Revised Uniform Fiduciary Access to Digital Assets Act Becomes Law in Pennsylvania, Philadelphia Bar Association (October 2020)
Quoted, Clearing the Clutter Technology, Digital Property, and Estates, Legal Tech Media Group (August 14, 2020)
Co-Author, INSIGHT: Five Signs That Estate Advisors Aren’t Getting With the Digital Program, Bloomberg Tax – Tax Management, Estates, Gifts and Trusts Journal (July 20, 2020)
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)
Quoted, Legal’s Cloud Concerns Are Growing, but Adoption Isn’t Slowing Down, Legaltech News (October 31, 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)
Panelist, The Pennsylvania Revised Uniform Fiduciary Access to Digital Assets Act, Philadelphia Bar Institute (August 14, 2020)
Moderator, Blockchain-Based Technology to Enhance Global Insights Past COVID-19, Diversity in Blockchain & ConsenSYS (July 7, 2020)
Presenter, The Basics of Digital Asset Planning, CoinGenius Collective Intelligence Summit (June 26, 2020)
Presenter, Enter Ethereum: How Smart Contracts Can Fundamentally Change Business as We Know It, CoinGenius Collective Intelligence Summit (June 25, 2020)
Presenter, Who Gets Your Crypto When You Die? The Basics of Digital Asset Planning, Philly Blockchain Tech (June 4, 2020)
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)
Speaker, Philadelphia Estate Planning Council Members Only Roundtable, “Partly Cloudy with a Strong Chance of Digital Assets: Estate Planning and Administration in the Digital Age (January 27, 2020)
Moderator, California Consumer Privacy Act and How it Applies to Companies Using Blockchain Technology, Philadelphia Diversity in Blockchain Inaugural Event (January 23, 2020)
Presenter, Digital Asset Planning, Foundation for Accounting Education/ NYSSCPA International Tax Conference (January 30, 2020)
Presenter, Society of Trust & Estate Practitioners’ (STEP) conference “Digital Estates: A Deep Dive into Managing Digital Assets”, London, England (November 22, 2019)
Mentor, POWER City SpeedMentoring, The POWER of Professional Women (POWER) (September 25, 2019)
Presenter, Digital Assets and Administration, PNC Wealth Management (June 25, 2019)
Presenter, Estate Planning and Administration with Digital Assets, Univest Trusts and Estates Department (June 20, 2019)
Panelist, Getting Your Head Out of the Cloud: Digital Assets in Estate Planning and Estate Administration, Philadelphia Bar Association CLE – 2019 June Probate & Trust Law Section Quarterly Meeting (June 4, 2019)
Panelist, Smart Women Plan Ahead – what every woman needs to know about incorporating digital assets into an estate or business plan, BDO New York (May 7, 2019)
Panelist, Blockchain: Linking Health Care to the Future, Kline School of Law Health Program, March 22, 2019.
Presenter, Legal Considerations of Blockchain Technology, Upstreme 2019 Blockchain Summit – Beyond the Fog of Cryptocurrencies (February 7, 2019).
Co-panelist, Estate Planning and Administration with Digital Assets, presented by the Technology Committee for the Probate and Trust Section of the Philadelphia Bar Association (October 22, 2018).
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 Planning. Marks Panneth LLP. (November 9, 2017)
Presenter, The Basics of Estate Planning. The 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)
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