Practice Areas
- Educational, Religious & Tax-Exempt
- Trusts & Estates
- Asset & Divorce Protection Planning
- Charitable Planning
- Corporate Fiduciary Representation
- Estate, Gift & Fiduciary Income Tax Return Preparation
- Estate, Gift & Income Tax Planning
- Estate Planning
- Family Business & Succession Planning
- Prenuptial & Postnuptial Agreements
- Probate & Trust Administration
- Trusts & Estates Litigation
Industries
Admissions
- Missouri
- Illinois
Education
J.D., Saint Louis University School of Law, cum laude, 1996
B.A, Denison University, cum laude, 1993
Profile
Whether setting up a family estate plan or helping a bank untangle issues as a corporate fiduciary, Jennifer Davis is adept at taking complex estate and tax planning matters and applying them to clients’ daily needs. As a member of the firm’s Trusts & Estates Practice Group, she works with clients ranging from business owners and multi-generational families to some of the region’s largest financial institutions.
Jennifer has helped individuals and families with issues related to estate planning, charitable planning, probate and trust administration, family business entities, succession business planning and wealth preservation strategies. She has assisted with trust, estate and tax controversies, tax return preparation and prenuptial and postnuptial agreements. Many estate planning clients continue to turn to her for guidance on asset protection as life changes or business questions arise, and she works to maintain those relationships through responsive service and sound advice.
In addition to representing individuals, Jennifer represents financial institutions regarding issues that arise while serving as corporate fiduciaries. She also helps broker/dealers, trust companies, banks and investment advisors in handling and resolving day-to-day issues stemming from the authority granted to trustees, powers of attorney, personal representatives, administrators and beneficiaries.
She works with a number of non-profit organizations on their planned giving programs, endowments and administrative issues.
Jennifer writes and speaks frequently on estate planning topics — including charitable planning, planning for children with special needs, premarital agreements, probate administration and planning for digital assets — and writes for the firm’s Trusts & Estates newsletters. She is the leader of the Trusts & Estates Practice Group and previously served as a member of the firm’s Board of Directors.
Professional Affiliations
- American College of Trust and Estate Counsel, Fellow
- Estate Planning Council
- National Committee on Planned Giving
- St. Louis Planned Giving Council
- Family Office Exchange
- American Bar Association
- The Missouri Bar
- Illinois State Bar Association
- Bar Association of Metropolitan St. Louis
- Missouri Bar Estate, Trust & Elder Law Institute, Planning Committee member, 2016 and 2017
- Missouri Bar Probate & Trust Law Committee, Digital Assets Subcommittee member
Community/Civic Activities
- Dance St. Louis, Board of Directors
- Saint Louis Art Museum Planned Giving Council
- St. Louis Children’s Hospital, Legacy Advisors Executive Committee
Honors & Awards
Honors & Awards
- Chambers High Net Worth Guide, 2021-23
- The Best Lawyers in America, Closely Held Companies and Family Businesses Law, 2024; Trusts and Estates, 2016-2024
- St. Louis Small Business Monthly, Top Business Attorneys, 2022
- St. Louis Small Business Monthly, Top Business Advisors, 2021
- Five Star Wealth Manager Award, 2012
- St. Louis Small Business Monthly, "100 St. Louisans You Should Know to Succeed in Business," 2016
- Saint Louis Business Journal, "40 Under 40," Class of 2008
- Martindale-Hubbell AV Preeminent
News & Insights
News
- August 17, 2023
- July 20, 2023
- August 18, 2022
- July 14, 2022
- St. Louis Small Business Monthly, February 2022
- August 19, 2021
- July 22, 2021
- St. Louis Small Business Monthly, March 2021
- August 20, 2020
- August 6, 2020
- August 15, 2019
- Financial Advisor, August 21, 2018
- August 2018
- Illinois Business Journal, August 2016
- April 5, 2016
- October 23, 2015
- Ladue News, July 24, 2014
- Interview with Jennifer Davis, “Looking for Answers”St. Louis Magazine, February 2014
- St. Louis Business Journal, February 8, 2013
- Interview with Jennifer Davis, "Year-End Gifting Opportunities"KMOX, December 11, 2012
- St. Louis Business Journal, July 6, 2012
- Interview with Jennifer Davis, "Build Investment Relationship on Trust, Shared Goals"St. Louis Business Journal, March 23, 2012
- St. Louis Business Journal, November 4, 2011
- Ask the Expert ColumnSt. Louis Post Dispatch, October 21, 2011
- Interview with Jennifer Davis, "One-time Tax Exemptions"KMOX, December 6, 2010
- Interview with Jennifer Davis, "One-time Exemptions Help Skirt Estate Tax Issue"St. Louis Business Journal, December 3, 2010
Seminars & Speaking Engagements
- “Look Out for Gen Z: Planning Ideas for These Beneficiaries”Missouri Bar Estate, Trust & Elder Law Institute, October 20, 2022
- Greensfelder's Annual Estate Planning Symposium, October 12, 2022
- "Planning for Digital Assets"Heart of America Fellows Institute, August 26, 2021
- June 24, 2020
- Greensfelder's Annual Estate Planning Symposium, St. Louis, MO, November 7, 2019
- "Customizing an Estate Plan for Today's Family"Greensfelder's 2018 Estate Planning Symposium, St. Louis, MO, November 1, 2018
- The Missouri Bar Annual Estate, Trust & Elder Law Institute, St. Louis, September 6, 2018
- 2017 Greensfelder Estate Planning Symposium, November 2, 2017
- Moderator, "How to Identify a Probate Case and Select a Proper Procedural Path – Moving Forward with the Basics"Estate, Trust & Elder Law Institute, St. Louis, MO, September 27, 2017
- "Counseling Clients for #DigitalDeath"Estate, Trust & Elder Law Institute, St. Louis, MO, September 27, 2017
- Building Flexibility Into Your Plan: Directed Trusts and Trust ProtectorsGreensfelder Estate Planning Seminar, November 3, 2016
- “Directed/Delegated Investment Trusts & Trust Protectors”Missouri Bar Estate, Trust & Elder Law Institute, St. Louis, Missouri, August 26, 2016
- 2015 Greensfelder Estate Planning Seminar, November 19, 2015
- “Planning for Digital Assets”Estate Planning Institute, The Bar Association of Metropolitan St. Louis, April 22, 2015
- November 13, 2014
- November 5, 2014
- "Stay Linked with Your Clients by Helping Them Forever Friend Their Digital Property"Annual Estate & Trust Institute, MoBar CLE, St. Louis, October 17, 2014 | Jefferson City, October 24, 2014
- "Handle with Care – Planning for the Fragile Beneficiary"Annual Estate & Trust Institute, MoBarCLE, St. Louis, October 11, 2013 | Jefferson City, October 25, 2013
- Greensfelder Estate Planning Symposium, October 16, 2013
- "Stay Linked with Your Clients by Helping Them Forever Friend Their Digital Property"Missouri Bar Annual Meeting and Judicial Conference, Columbia, September 2013
- "Just Because It's Irrevocable Doesn't Mean It's Irrevocable"Annual Estate & Trust Institute, MoBar CLE, September 2012
- "Planned Giving - Not Just for the Rich and Famous"Annual Estate & Trust Institute, MoBar CLE, September 2011
- "Ethical Scenarios for Probate and Estate Planning"Annual Estate & Trust Institute, MoBar CLE, September 2009
- "Charitable Giving Arsenal"Annual Probate Institute, Missouri Bar, September and October 2007
- "Reasons for Estate Planning"MAC Sports Conference, April 2007
- "Problems in Estate Planning for a Second Marriage"University of Missouri - Kansas City, Continuing Legal Education, 13th Annual Estate Planning Internship Program, October 2006
- "Drafting a Pre-Marital Agreement"University of Missouri - Kansas City, Continuing Legal Education, 12th Annual Estate Planning Internship Program, September 2005
- “Ethical Considerations in Post-Mortem Planning”Advanced Post-Mortem Planning and Probate in Missouri, National Business Institute, September 8, 2004
- “Directors’ and Trustees’ Liabilities”Tax-Exempt Organizations in Missouri, Lorman Education Services, April 2003
Publications
Articles & Books
- Wealth Management, July 10, 2023
- Private Wealth, May 4, 2023
- Financial Advisor, May 4, 2023
- St. Louis Business Journal, February 1, 2023
- St. Louis Business Journal, January 4, 2021
- St. Louis Business Journal, December 17, 2020
- “Counseling Clients for #DigitalDeath”Journal of The Missouri Bar, May/June 2015
- "Litigation Settlements in Probate Matters"Settling Cases MoBarCLE Deskbooks, 2014
- Smart Business Magazine, October 2009
- "Shall a Special Needs Trust be created?"Leave A Legacy Publication, September 2005
Newsletters
- October 2020
- June 2019
- August 2018
- July 2018
- July 2018
- June 2018
- April 2018
- March 2018
- March 2018
- Greensfelder Trusts & Estates Newsletter, August 2017
- March 2017
- Greensfelder Trusts & Estates Newsletter, February 2015
- Greensfelder Trusts & Estates Newsletter, November 5, 2014
- March 5, 2012
- Greensfelder Trusts & Estates Newsletter, 2011
- Greensfelder Trusts & Estates Newsletter, August 6, 2008
- Greensfelder Trusts & Estates Newsletter, 2006
- Greensfelder Trusts & Estates Newsletter, Fall 2004
Blog Posts
- Preservation | Family Wealth Protection & Planning, October 3, 2022
- Preservation | Family Wealth Protection & Planning, December 1, 2020
- Preservation | Family Wealth Protection & Planning, October 20, 2020
- Preservation | Family Wealth Protection & Planning, August 26, 2020
- Preservation | Family Wealth Protection & Planning, August 19, 2020
- Preservation | Family Wealth Protection & Planning, August 12, 2020
- Preservation | Family Wealth Protection & Planning, August 4, 2020
- Preservation | Family Wealth Protection & Planning, July 27, 2020
- Preservation | Family Wealth Protection & Planning, July 23, 2020
- Preservation | Family Wealth Protection & Planning, July 20, 2020
- Preservation | Family Wealth Protection & Planning, July 15, 2020
- Preservation | Family Wealth Protection & Planning, July 13, 2020
- Preservation | Family Wealth Protection & Planning, July 2, 2020
- Preservation | Family Wealth Protection & Planning, July 31, 2019