Education

  • Trust and Estate Practitioner Designation (TEP) The Society of Trust and Estate Practitioners
  • J.D. 2016, University of Victoria
  • B.A.H. 2012, Queen’s University

Bar Admission

  • 2017 Admitted to British Columbia Bar

Jen is an Associate at the firm and a member of our Wills, Estates + Trusts Practice Group.

Jen’s practice focuses on trust and estate matters. She enjoys advising clients on various aspects of estate and incapacity planning, including wills, powers of attorney, and healthcare representation agreements. She also advises clients on the use of trusts to facilitate their estate planning and succession planning goals. Furthermore, Jen helps guide clients navigating times of loss in estate administration matters.

Jen also enjoys assisting clients at pivotal moments, such as the set-up of their businesses and the purchase and sale of their homes.

Jen is an active member of the Canadian Bar Association and Society of Trust and Estate Practitioners (STEP). She also regularly teaches courses for the Okanagan College’s Continuing Education Program.

On A Personal Note...

Jen is based in Kelowna, British Columbia. In her spare time, she enjoys practicing yoga, attempting new recipes, and exploring the Okanagan with her husband and bernedoodle.

Representative Experience

Estates:

  • General estate planning advice regarding wills, power of attorney instruments, representation agreements, advance directives, and trusts
  • Estate administration including probate and other administration applications
  • Incapacity planning

Corporate/Commercial:

  • Advises small businesses
  • Incorporation, preparation of shareholder’s agreements, and setting up your business
  • Advises on the purchase and sale of businesses

Real Estate:

  • Residential conveyancing and financing

Publications

  • September 16, 2021, “Select Issues in Life Insurance and Other Beneficiary Designations and Estate Planning” Doctors of BC, Co-Presenter
  • May 11, 2021, Transparency Trends: Impacts on Planning”, Victoria Estate Planning Counsel Co-Presenter
  • November 5, 2020, “Estate Planning Update 2020: Transparency Trends” CLEBC, Co-Author
  • October 20, 2020, “Getting to Know Your Alter-Ego: Alter Ego and Joint Partner Trusts”, Nicola Wealth Co-Presenter
  • March 11, 2020, Response of STEP Canada to BC Consultation on a Public Beneficial Ownership Registry” STEP Canada, Co-Author
  • February 11, 2020, “Estate Planning for Blended Families with Less Than $1 Million”, Kelowna Estate Planning Society Panelist
  • November 15, 2018, “Estate Planning Update 2018: “Real Property Real Problems” CLEBC, Contributor

Professional & Community Affiliations

  • Law Society of British Columbia, Member
  • Society of Trust and Estate Practitioners (STEP) Okanagan Chapter, Executive Member
  • Canadian Bar Association, Member
  • Canadian Bar Association, Wills & Trusts Okanagan Section, Executive Member
  • Canadian Bar Association, Young Lawyers Section, Executive Member
  • Kelowna Estate Planning Society, Member
  • Kelowna Bar Association, Member

Jennifer's
Focus

Practice Areas:

  • Business
  • Personal

Industries