Jennifer M. Lo

Jennifer M. Lo practices primarily in the areas of estate planning, estate and trust administration, elder law, charitable planned giving, taxation, business formation, and non-profit law.  Her estate planning practice consists of working with individuals and families to develop and implement estate plans to meet each client's dispositional goals while minimizing estate taxes.  As part of this practice, Ms. Lo advises clients on long-term care planning for elders and special needs trust planning for parents of children with disabilities, including nursing home care financing and Medicaid eligibility.  Her estate and trust administration practice consists of representing and advising fiduciaries in all aspects of the probate process and assisting fiduciaries in satisfying their obligations and duties to their beneficiaries and the court, such as the preparation of all court filings, the preparation of all income and estate tax returns, the distribution of assets to beneficiaries, and the administration of ongoing trusts.  Ms. Lo also represents beneficiaries against fiduciaries in various estate and trust matters. 

Ms. Lo received her L.L.M. in Taxation, with distinction, from Georgetown Univeristy, where she was named a Georgetown Graduate Tax Scholar.  Ms. Lo received her J.D., cum laude, from Lewis & Clark College, in Portland, Oregon, where she was also the Articles Editor for the Journal of Small & Emerging Business Law.  Ms. Lo received her undergraduate Bachelor of Science degree in Industrial and Labor Relations from Cornell University.

Prior to joining the firm, Ms. Lo was an associate at the law firm of Lerch, Early & Brewer, Chtd., in Bethesda, Maryland.  Ms. Lo is admitted to practice in Massachusetts, Oregon, Maryland and the District of Columbia.