Jennifer L. Zegel

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 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.

Her experience also includes 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 and has specific experience remedying tangle title disputes.

Jennifer is a sought-after speaker, thought leader, and media source on the topics of digital assets, cryptocurrency, and blockchain technology. She has been featured in a number of publications, including Forbes and Bloomberg Tax. She is also the co-author of “Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology,” a book published by LexisNexis that explores the ways technology has disrupted the traditionally paper-based estate industry and provides a practical client user personas based framework for global advisors and clients alike (available Spring 2022). In addition, by working with two other Philadelphia attorneys, Jennifer co-created the Digital Planning Podcast, which is dedicated to exploring all things digital in connection with estate planning, business planning, and estate administration.

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