Jenna R. Millman concentrates on taxation and estate planning, succession planning for closely held and family businesses, and estate and trust administration. In particular, she designs and helps implement complex estate plans for high-net-worth individuals and families in the United States and abroad. She also represents beneficiaries and fiduciaries in all aspects of estate and trust administration, including analysis and advice with respect to tax reporting obligations, preparation of nonjudicial settlement agreements, and preparation of court accountings and petitions.
Philadelphia Bar Association
Philadelphia Estate Planning Council
Lecturer on such topics as estate, gift, and generation-skipping transfer tax planning; intra-family loans and sales; planning with GRATs; and asset protection planning.
Speaker, "Bitcoin & Cryptocurrencies – Implications for Wealth Management,"Montgomery County Estate Planning Council of PA, Gwynedd, PA, April 23, 2018
Boston College Law School (J.D. 2003)
Cornell University School of Industrial and Labor Relations (B.S. 2000)