Jennifer D. Barcellos

Associate

Jennifer Barcellos assists families and business owners in various areas of estate planning, trust administration, probate, business, real estate, and estate, gift, and income taxation. Clients trust that she will skillfully guide them through the legal complexities with compassion and empathy.

Jennifer works collaboratively with clients to meticulously craft comprehensive estate plans that pave the way for the success of future generations. Her adeptness extends to skillfully advising individuals and families throughout the intricacies of trust and probate administration. In addition, Jennifer provides insightful guidance on entity formation, management, and real estate transactions, all with a watchful eye to minimize tax liabilities.

Before practicing law as an attorney, Jennifer honed her skills as a trust, business, and tax paralegal for twelve years.

Professional, Community And Pro Bono Involvement

  • Member, Sacramento County Bar Association, Probate and Estate Section
  • Member, California Lawyers Association, Trusts and Estates Section
  • Member, California Young Lawyers Association
  • Member, Sacramento Estate Planning Council

Honors & Rankings

  • Super Lawyers, Northern California Rising Star, Estate & Probate, 2023
  • Assisted clients with tax planning strategies during a sale of a business with a low basis.
  • Drafted various complex estate planning techniques, including irrevocable life insurance trusts, deferred sales trusts, non-grantor trusts, spousal lifetime access trusts, charitable trusts, minor’s compromise trusts, and community and separate property trusts.
  • Administered a $100M trust administration.
  • Drafted and assisted with various high-dollar Form 706 – Estate Tax Return filings with the Internal Revenue Service.
  • Filed and negotiated various offer in compromise claims with the Internal Revenue Service.
  • Assists surviving spouses with business succession and estate planning to minimize estate tax.
  • Assists clients with probate administration.

Outside of the office, Jennifer enjoys traveling, hiking, riding her bike, spending time with her family, and cuddling with her two dogs, Bodie & Max.

Professional, Community And Pro Bono Involvement

  • Member, Sacramento County Bar Association, Probate and Estate Section
  • Member, California Lawyers Association, Trusts and Estates Section
  • Member, California Young Lawyers Association
  • Member, Sacramento Estate Planning Council

Honors & Rankings

  • Super Lawyers, Northern California Rising Star, Estate & Probate, 2023