About Us
Frequently clients are in need of an independent, professional trustee to serve as sole or co-trustee for their own trusts or existing trusts that are passing down the generations. Birchgrove Trustee Group can and does fill this need by providing longevity, continuity, and practical solutions for families who want to provide for loved one when they are not there. With decades of legal experience in trusts and estates, our trust administrators and staff at Birchgrove Trustee Group brings exceptional expertise, professionalism, and life-experience to each trust they serve as trustee.
People
Jennifer M. Lo, Esq.
Jennifer is founder of the Birchgrove Trustee Group and has over 25 years experience in the matters of estate planning and estate and trust administration. Jennifer enjoys working with clients and their families to put in place practical and meaningful estate plans that achieve the dispositional goals and wishes of each client, while also looking to minimize each client’s estate and income taxes as assets move from generation to generation.