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Jennifer Davis

UB Greensfelder

As a member of Greensfelder’s Trusts & Estates Practice Group, Jennifer Davis has helped individuals and families with estate planning, charitable planning, succession business planning and wealth preservation strategies. She has assisted with trust, estate and tax controversies, and prenuptial/postnuptial agreements. 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 in resolving day-to-day issues stemming from the authority granted to fiduciaries or beneficiaries. She works with non-profit organizations on their planned giving programs, endowments and administrative issues.