READING, PA, May 15, 2015 – Stevens & Lee’s Jay R. Wagner, Shareholder, and Jennifer L. Nevins, Of Counsel, presented at the Fiduciary Education Foundation Convention held May 13-15, 2015 in Harrisburg, PA.
Mr. Wagner and Ms. Nevins presented “What Affluent Women Want From Advisors.” The presentation focused on issues unique to affluent women who seek financial, tax and estate planning advice. The Fiduciary Education Foundation serves bankers, trust advisors, financial advisors and other fiduciaries.
Mr. Wagner concentrates his practice in estate and trust planning and administration, wealth preservation, trust and estate litigation, charitable and nonprofit organizations, and guardianship administration.
Mr. Wagner is experienced in advising high net worth clients in all aspects of estate planning, including business succession planning, charitable trusts and other charitable giving techniques, use of insurance to facilitate business transition and other planning objectives, GRATS, QPRTS, defective grantor trusts and other leveraged strategies. As part of his practice, Mr. Wagner routinely advises clients about creditor and other threats to their wealth preservation goals, how various common forms of asset ownership and estate planning strategies might reduce or enhance such threats and how use of asset protection trusts and other tools can help clients preserve the wealth they have worked hard to accumulate.
He has a J.D., magna cum laude, from Villanova University School of Law and a B.B.A., magna cum laude, from Temple University.
Ms. Nevins concentrates her practice in Orphans’ Court matters, including the administration and settlement of trusts and estates, trust reformations, guardianship proceedings and administration, and litigation involving fiduciary matters and the interpretation of estate planning documents. She advises clients on matters of regulatory compliance by corporate fiduciaries. She has worked with non-profit organizations on the administration of endowment funds, compliance with gift restrictions and reformation of charitable trust and gift instruments and is experienced in the application of Pennsylvania’s cy pres doctrine.
Ms. Nevins has a J.D., summa cum laude, from Dickinson School of Law of The Pennsylvania State University and a B.A., summa cum laude, Phi Beta Kappa, from The University of Maryland.
