Tax, Trusts & Estates Member Jennifer M. Lota provides proactive representation aligned with her clients’ current goals while also anticipating future success for clients and their families.

Experience

Jennifer counsels individuals, families, and business owners in all areas of domestic and international tax and estate planning, developing creative and sophisticated strategies to preserve assets and transfer wealth.  She has extensive experience in the preparation and administration of wills and trusts, life insurance planning, charitable giving, and advice regarding the succession planning of businesses and companies.  Her practice also includes supporting clients involved in Surrogate’s Court proceedings during the administration of an estate.

Jennifer considers it a privilege to work closely with her clients. She is grateful for the confidence they place in her as she works alongside them to plan important personal, familial, and business milestones. A key differentiator to Jennifer’s style is her focus on creating close bonds that welcome and encourage the individuals she advises to leverage Jennifer as a resource in their tax and estate planning throughout their lifetime.

By intentionally working with clients to gain in depth insights into their passions and goals, Jennifer  iimplements tax and estate planning strategies that mitigate risk and address the issues and concerns of highest relevance to each individual and family. She has a proven track record for developing tax-saving estate planning techniques while also ensuring that clients retain authority over their assets.

Jennifer’s areas of focus include:

• Estate planning
• Tax planning
• Wealth preservation and asset protection
• Business succession planning
• Estate administration
• International tax
• Estate Litigation
• Tax controversies

Thought Leadership

Jennifer regularly participates in speaking engagements, presentations and seminars hosted by various legal and professional organizations including,  New Jersey Society of Certified Public Accountants (NJCPA) and Hudson Valley Estate Planning Council. Additionally, she also works closely with business owner clients to bring educational presentations to their offices, presenting on topics of most interest to them.

EDUCATION

Jennifer earned her LL.M. in Taxation from New York University School of Law, and her Juris Doctor, cum laude, from Seton Hall University School of Law. While at Seton Hall, Jennifer served as Vice President of the Tax Law Society, and an Associate Editor of the Seton Hall Circuit Review. Jennifer graduated cum laude from Lafayette College.

Passions

Jennifer is passionate about traveling and seeing as much of the world as possible. To date, she has visited four continents and over thirty countries. Additionally, Jennifer enjoys skiing and has braved the mountains in the French Alps, Japan, the American West, and the icy trails of the Northeast. Jennifer also is active with the Women’s Golf Association of New Jersey.

Honors & Awards

Appreciated for providing astute legal counsel, Jennifer has been included on the “Rising Star” list published by New Jersey Super Lawyers each year from 2018 – 2024.

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