Jennifer Mispagel’s practice focuses on advanced wealth transfer strategies for high-net-worth and ultra-high-net-worth individuals and families, including founders, executives and those with substantial real estate holdings. Jennifer adeptly navigates intricate family dynamics to resolve the legal and tax complexities that families encounter while implementing sophisticated succession and wealth preservation planning.

In her estate planning practice, Jennifer collaborates with clients to define and achieve their legacy objectives, including the drafting of estate planning documents and establishing entity structures. Jennifer also represents fiduciaries and beneficiaries in complex trust and estate administrations, including the preparation of estate and gift tax returns and trust accountings.

Drawing on her prior experience litigating trust, estate and divorce disputes, Jennifer is keenly aware of the need to guard against the potential for litigation when working with clients to formulate their estate plans and while navigating the trust administration process.

Areas of Focus

Services

Credentials

Education

  • Santa Clara University School of Law (J.D.)
  • Santa Clara University (M.B.A.)
  • Santa Clara University (B.S., Political Science)

Admissions

Bar Admissions

  • California

Presentations

  • “Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce,” Santa Cruz County Bar Association, Estate Planning Section, October 2020, co-presenter
  • “Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce,” San Mateo County Bar Association, Estate Planning & Probate Section, November 2019, co-presenter
  • “Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce,” Silicon Valley Bar Association, October 2019, co-presenter

  • “An Introduction to Estate Planning for the Charitably Inclined,” Sacred Heart Community Service, September 2019
  • “An Introduction to Estate Planning for the Charitably Inclined,” The Tech, September 2019
  • “We’re Model Citizens Now: A Primer on California’s New Rules of Professional Conduct,” Silicon Valley Bar Association, November 2018, co-presenter
  • “Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce,” 14th Annual Jerry A. Kasner Estate Planning Symposium, October 2018, co-presenter
  • “Trust Administration and Its Common Pitfalls:  A Primer on Administration and Avoiding Litigation,” Silicon Valley Bar Association, July 2018, co-presenter
  • “An Introduction to Estate Planning,” Palo Alto Foundation Medical Group, March 2018, co-presenter
  • “An Introduction to Estate Planning for Lawyers,” Wilson Sonsini Goodrich & Rosati Associates Committee, January 2018

Professional Activities

  • Silicon Valley Bar Association
    • President, Board of Trustees – 2024-present
    • Board of Trustees – 2020-present
    • Executive Committee, Chair – 2020
    • Executive Committee, Education Co-Chair – 2018-2019
  • Leadership San Jose, Class of 2019
  • California Lawyers Association
    • Trust & Estates Section
    • Taxation Section
  • California Women Lawyers
  • Santa Clara County Bar Association
    • Women Lawyers Section