Jennifer L. Remondino
- Executive Partner
Trusts and estates is the perfect practice for me. I chose it because to be successful you must be skilled at forging strong personal connections and crafting strategic often creative approaches to achieve clients’ goals. I truly enjoy meeting with and listening closely to clients, discovering what they need and helping them with long-term plans. Although the subjects we’re dealing with are often emotionally challenging, we still have a positive, enjoyable experience when we get together.
Helping clients with some of life’s most difficult situations, highly regarded and nationally recognized estate planning attorney Jennifer Remondino is dedicated to building close relationships with her clients and their families. She finds it rewarding to assist families in navigating complex scenarios and to give them peace of mind about scenarios involving daunting issues of death and disability. Jennifer works with clients living in both Michigan and Florida and carefully structures inheritances that fit each family’s unique circumstances and preferences.
industries
practices
- Trusts and Estates
- Charitable Giving and Organizations
- Nonprofit Organizations
- Estate Settlement and Trust Administration
- Family Business and Succession Planning
- Family Office Representation
- Fiduciary Representation
- Fundamental Estate Planning
- Tax Planning
- Closely Held Businesses
- Real Estate
- Real Estate Development
- Corporate
Estate Planning and Settlement
Provides sophisticated wealth transfer and tax planning for high net worth and ultra high net worth individuals.
- Design and implementation of custom estate plans, including plans for families with unique dynamics, complicated tax positions and sophisticated wealth preservation needs.
- Design and implementation of sophisticated gifting plans, including generational trusts created with flexibility for control and ongoing tax treatment.
- Creation, modification and decanting of generational trusts that own family business holdings, to ensure harmony in the family business.
- Design and implementation of customizable wealth education programs with unique trust and financial education experience
Estate Planning and Settlement
Provides sophisticated wealth transfer and tax planning for high net worth and ultra high net worth individuals.
- Design and implementation of custom estate plans, including plans for families with unique dynamics, complicated tax positions and sophisticated wealth preservation needs.
- Design and implementation of sophisticated gifting plans, including generational trusts created with flexibility for control and ongoing tax treatment.
- Creation, modification and decanting of generational trusts that own family business holdings, to ensure harmony in the family business.
- Design and implementation of customizable wealth education programs with unique trust and financial education experiences, and activities and games that help prepare children in their teens and twenties to manage wealth and that help family generations manage wealth together.
- Administration and settlement of estates including estates for closely held business owners.
- Defense of estate and tax planning in an audit.
Family Business and Succession Planning
Prepares families to transfer wealth held in family or closely held businesses.
- Design and implementation of succession plans for family and closely held businesses.
- Counseling families on family and business governance and governance structures.
- Assisting families in recapitalizing operating entities and restructuring business units to facilitate transfer of business ownership after the current leader’s death.
- Assisting families in planning family meetings, and facilitating educational sessions at meetings.
Charitable & Planned Giving
Provides practical advice to donors, private foundations and public charities. Examples of services in this area include:
- Design and implementation of planned giving strategies, including use of charitable trusts and planning for large gifts.
- Advice to donors regarding charitable gifts and handling of unusual gifts such as closely held stock, partnership and LLC interests, real estate, art and collectibles.
- Advice to donors on entities, structures and vehicles for charitable giving, including the use of private foundations, donor-advised funds and supporting organizations.
- Creation of private foundations and other nonprofit entities including obtaining tax-exempt status with the Internal Revenue Service.
- Counsel to private foundations regarding program-related investments and making properly documented grants.
- Counsel to private foundations regarding governance best practices, identifying “disqualified persons” and avoiding “self-dealing” and other prohibited transactions.
- Unwinding private foundations and creation of new charitable entities.
- Preparation of annual state and federal tax returns (Forms 990, 990PF and 990T) and any required reports.
- “Planning for the Spouse,” ICLE’s Fundamentals of Estate Administration Program, November 2, 2022
- Approaching Prenuptial Agreements Positively, Family Office Exchange Webinar, September 18, 2019
- “In Trust, or Not in Trust: An Overview on When Trusts Should Hold Retirement Assets,” Michigan Bankers’ Association, Lansing, Michigan, May 15, 2017
- “Financial Wellness: How to Create Peace of Mind Through Estate Planning,” 2015 Women’s Business Forum, Royal Oak, Michigan, March 18, 2015
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- “Planning for the Spouse,” ICLE’s Fundamentals of Estate Administration Program, November 2, 2022
- Approaching Prenuptial Agreements Positively, Family Office Exchange Webinar, September 18, 2019
- “In Trust, or Not in Trust: An Overview on When Trusts Should Hold Retirement Assets,” Michigan Bankers’ Association, Lansing, Michigan, May 15, 2017
- “Financial Wellness: How to Create Peace of Mind Through Estate Planning,” 2015 Women’s Business Forum, Royal Oak, Michigan, March 18, 2015
- “Powers of Appointment and Decanting,” Midwest Trust and Wealth Management Conference, Michigan Bankers Association, Plymouth, Michigan, October 7, 2014
- Jennifer is a regular speaker for the Institute of Continuing Education
- Jennifer taught at the following ICLE seminars:
- June 17, 2016 – “Fixing Trusts: Modifying, Reforming, Termination and Decanting Irrevocable Trusts,” Plymouth, Michigan
- May 12, 2016 – “Fixing Trusts: Modifying, Reforming, Termination and Decanting Irrevocable Trusts,” Acme, Michigan
- May 10, 2014 – 54th Annual Probate & Estate Planning Institute, “Intersection of Powers of Appointment and Decanting,” Traverse City/Acme, Michigan
- December 6, 2012 – Administration of Trusts under the Michigan Trust Code; “Trustee Duties & Liabilities”; Plymouth, Michigan
- June 15, 2012 – 52nd Annual Probate & Estate Planning Institute; “Michigan Trust Code Update”; Plymouth, Michigan
- May 18, 2012 – 52nd Annual Probate & Estate Planning Institute; “Michigan Trust Code Update”; Traverse City/Acme, Michigan
- November 29, 2011 – Simple Planning Techniques for the Taxable Estate; “Overview of Estate and Generation Skipping Transfer Taxes”; Plymouth, Michigan
- October 5, 2010 – Administration of Trusts under the Michigan Trust Code; “Trustee Duties & Liabilities”; Plymouth, Michigan
- February 16, 2010 – 19th Annual Drafting Estate Planning Documents; “A Drafting Perspective on the Michigan Trust Code, Part II”; Plymouth, Michigan
- January 21, 2010 – 19th Annual Drafting Estate Planning Documents; “A Drafting Perspective on the Michigan Trust Code, Part II”; Grand Rapids, Michigan
- Warner Again Recognized by Chambers for Private Wealth LawLegacy Matters
- Connelly v. United States Decision Affects Life Insurance for Closely Held Business OwnersLegacy Matters
- We are Delighted to Have an Additional Attorney Ranked by Chambers in 2023Legacy Matters
- The ACE Act Aims to Change DAF and Private Foundation Tax LawsLegacy Matters
- It’s Not Too Late to Hold a Virtual Family Meeting This Year: Series Part 2 – Best practices for virtual family meetingsLegacy Matters
- Family Meetings Go Virtual in 2020: Part 1 – Putting the “Family” into Virtual Family MeetingsLegacy Matters
- Do I want a Donor-Advised Fund or a Private Foundation?Legacy Matters
- Newly-Enacted Tax Act: A Holiday Gift for FoundationsLegacy Matters
- Auditors Now Have Guidance Regarding Private Foundation Self-Dealing TransactionsLegacy Matters
- Warner Attorneys Selected for Multiple Honors by Best Lawyers in America®
- Seven Warner Attorneys, Firm Listed as Top Leaders in Chambers High Net Worth 2024 Guide
- Warner Attorneys Selected for Multiple Honors by Best Lawyers in America®
- Seven Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2023 Guide
- 108 Warner Attorneys Rated Best Lawyers in America
- 105 Warner Attorneys Rated Best Lawyers in America©
- 19 Warner Attorneys Named to Rising Stars List by Michigan Super Lawyers Magazine
- 35 Warner Attorneys Rated 2021 Top Lawyers by Grand Rapids Magazine
- 2020 40 Under 40 Award Recipient: Jennifer Remondino
- Holland Executive Partner Jennifer Remondino Featured in Community Foundation Holland/Zeeland 2020 Impact Video
- Warner’s Jennifer Remondino Reflects on West Coast Chamber
- Laura Morris, Jennifer Remondino Named to 40 Under 40 Business Leaders 2020 Class
- 102 Warner Attorneys Rated 2021 Best Lawyers in America
- 20 Warner Attorneys Named to Rising Stars List by Michigan Super Lawyers Magazine
- Two Warner Partners Honored Among Top 50 Most Influential Women
- Executive Warner Partner Elected as Chair of Michigan West Coast Chamber of Commerce
- 25 Warner Attorneys Named to Rising Stars List by Michigan Super Lawyers Magazine
- One Hundred and Two Warner Attorneys Rated Best Lawyers in America
- Two Warner Partners Named to Grand Rapids Business Journal’s 40 Under 40 List
- 27 Warner Attorneys Named to Rising Stars List by Michigan Super Lawyers Magazine
- 24 Warner Attorneys Recognized as Top Women Lawyers by Michigan Super Lawyers Magazine
- Your estate may not be as complex as Aretha Franklin, but you still need a will
- One Hundred Warner Attorneys Rated Best Lawyers in America
- Michigan Lawyers Weekly Honors Jennifer L. Remondino in 2018 Leading “Women in the Law”
- Jennifer L. Remondino Named Treasurer of Lakeshore Advantage
- 25 Warner Attorneys Recognized as Rising Stars
- Ninety-Seven Warner Attorneys Rated Best Lawyers in America
- Jennifer L. Remondino Elected as Fellow to ACTEC
- Warner Partners Named to New Leadership Roles
- 26 Warner Attorneys Recognized as Rising Stars
- 90 Warner Attorneys Rated Best Lawyers in America
- 98 Warner Attorneys Rated Best Lawyers in America
- 98 Warner Attorneys Rated Best Lawyers in America
- Remondino to speak at Women in Defense Annual Forum
- Warner Again Recognized by Chambers for Private Wealth Law
- Connelly v. United States Decision Affects Life Insurance for Closely Held Business Owners
- We are Delighted to Have an Additional Attorney Ranked by Chambers in 2023
- Planning Lessons from COVID-19
- The ACE Act Aims to Change DAF and Private Foundation Tax Laws
- It’s Not Too Late to Hold a Virtual Family Meeting This Year: Series Part 2 – Best practices for virtual family meetings
- Family Meetings Go Virtual in 2020: Part 1 – Putting the “Family” into Virtual Family Meetings
- New Charitable Contribution Opportunities Under the CARES Act
- Do I want a Donor-Advised Fund or a Private Foundation?
- Newly-Enacted Tax Act: A Holiday Gift for Foundations
- Uncapping Your Property Taxes Can Be a Costly Estate Planning Mistake
- Auditors Now Have Guidance Regarding Private Foundation Self-Dealing Transactions
- Who Gets Your Life Insurance Money After You Die?
- Make a New Year’s Resolution for Your Estate Plan
- The Good, The Bad and The Ugly of Tax Reform
- How Everyone Can Benefit From Tax Reform
- The New Rules
- Are You Stuck With That Irrevocable Life Insurance Trust?
- Warner Extranet: Information at Your Fingertips
- Attorney Spotlight: Jennifer Remondino, Estate Planning Attorney
- Estate Planning Focus – Summer 2007
- “How to Draft an Irrevocable Trust with an Exit Strategy,” Michigan Probate & Estate Planning Journal, Summer 2017
- “Implementing the Estate Plan,” Chapter 27, Michigan Estate Planning Handbook, an ICLE publication, 2016
- “Trustee Administrative Powers,” Chapter 17, Michigan Estate Planning Handbook, an ICLE publication, 2016
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- “How to Draft an Irrevocable Trust with an Exit Strategy,” Michigan Probate & Estate Planning Journal, Summer 2017
- “Implementing the Estate Plan,” Chapter 27, Michigan Estate Planning Handbook, an ICLE publication, 2016
- “Trustee Administrative Powers,” Chapter 17, Michigan Estate Planning Handbook, an ICLE publication, 2016
- “Succession Planning: The First Step to Transferring Ownership,” Grand Rapids Business Journal, 10/2/2015
- “Joint Trusts,” Chapter 14, Michigan Revocable Grantor Trusts, July 2014
- “Is fair always equal? Challenges in family business succession,” Grand Rapids Business Journal, 9/27/2013