Completing the Picture: A Discussion of Assets that Pass Outside of Estates and Trusts

Jane Zhao focuses her practice on estate planning and post-death estate and trust administration. She is familiar with all aspects of wealth transfer planning, including estate and gift tax, business succession and philanthropic matters. Jane works diligently with her clients to formulate estate plans to achieve their family and charitable goals while minimizing transfer tax.

Previously, Jane was an associate at PricewaterhouseCoopers LLP, where she audited alternative investment funds.

Jane is a certified public accountant.