Jennifer Clump Davis

Jennifer works with clients ranging from business owners and multi-generational families to some of the region’s largest financial institutions. Whether setting up a family estate plan or helping a bank untangle issues as a corporate fiduciary, she is adept at taking complex estate and tax planning matters and applying them to clients’ daily needs.

Jennifer has helped individuals and families with issues related to estate planning, charitable planning, probate and trust administration, family business entities, succession business planning, privacy and asset protection planning, and wealth preservation strategies. She frequently assists clients with trust, estate and tax controversies, tax return preparation, and prenuptial and postnuptial agreements.

Jennifer appreciates the longstanding relationships she has with many of her clients. Many clients continue to turn to her for guidance as life changes or business questions arise. She works to maintain those relationships through responsive service and sound advice.

In addition to representing individuals, Jennifer represents financial institutions regarding issues that arise while serving as corporate fiduciaries. She also helps broker/dealers, trust companies, banks, and investment advisors handle and resolve day-to-day issues stemming from the authority granted to fiduciaries. Jennifer also works with several non-profit organizations on their planned giving programs, endowments, and administrative issues.

Jennifer writes and speaks frequently on estate planning topics — including charitable planning, closely held business succession planning, planning ideas for Gen Z beneficiaries, planning for a vacation home, as well as digital assets planning — and writes for the firm’s Trusts & Estates blog. She is the Group Leader of the Trusts & Estates Practice.