Jennifer Files Beerline

Details

P 415.268.0590

F 415.989.1663

jbeerline@coblentzlaw.com

Education

J.D., Order of the Coif,

University of California, Berkeley, School of Law (2009)
B.A., with honors,

Austin College (1989)

Practices

Family Wealth

Jennifer Beerline’s practice includes estate and wealth transfer planning, fiduciary counseling and dispute resolution, trust and estate administration and philanthropy.

Estate planning invariably involves issues of great personal significance, and Jennifer has helped more than 100 individuals and families develop and achieve their goals for transferring wealth, caring for future generations, and charitable giving. Jennifer brings empathy, creativity and analytical skills to the work of understanding clients’ needs, calculating and presenting the relative legal and tax benefits of available strategies, and preparing clear, often highly customized legal documents, including revocable trusts, intentionally defective grantor trusts, GRATs, charitable trusts, wills, powers of attorney and advance health care directives.

A significant portion of Jennifer’s practice involves the representation of fiduciaries, beneficiaries and charitable organizations in trust disputes, including challenges to the validity or interpretation of trusts or to the actions of a trustee. She frequently partners with litigators to help clients navigate these especially delicate matters in accordance with their goals.

Jennifer also advises trustees and beneficiaries in post-death and long-term trust administrations, prepares and reviews estate and gift tax returns, and counsels out-of-state clients regarding matters of California law.

Prior to joining Coblentz, Jennifer was a partner at Folger Levin LLP in San Francisco. Law is her second career; previously, she worked as a business and technology reporter at The Dallas Morning News and the San Jose Mercury News.

Jennifer earned her J.D. from the University of California, Berkeley, School of Law in 2009, where she was a member of the Order of the Coif and an Executive Editor of the California Law Review. Jennifer received her B.A. with honors from Austin College, in Sherman, Texas, in 1989.