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Dawson Wealth Management Client Event – Jennifer E. Smith Partner - Intergenerational Wealth Transfer
Join the Partners and Staff of DWM for a complimentary presentation on general estate planning topics with guest speaker Jennifer E. Smith Partner – McCollom, D’Emilio, Smith, Uebler LLC
Jenny is a founding partner of MDSU and practices in the areas of estate planning, estate and trust administration, and wealth preservation. She advises clients on all aspects of estate planning, including wills, durable powers of attorney, healthcare directives, revocable trusts and probate. Jenny counsels families across the country about the advantages of Delaware trusts as part of a sophisticated plan for high net worth clients. In addition, she guides trustees and other fiduciaries through the process of trust migration, termination, and various methods of modification including mergers, decantings, and nonjudicial settlement agreements.
Jenny is a published author and frequent speaker on issues and developments related to trusts and estates. She has spoken at national meetings of the American College of Trust and Estate Counsel (ACTEC), the Notre Dame Tax and Estate Planning Institute, the NAEPC Advanced Estate Planning Strategies Conference, the Hawaii Tax Institute, the AICPA Advanced Estate Planning Conference, the RPTE National CLE Conference, and the Delaware Trust Conference.
Jenny is a Fellow of ACTEC. Jenny has been recognized by Chambers High Net Worth since 2018; she is certified as an Accredited Estate Planner® by NAEPC and is the recipient of a Powerwomen Award. Since 2018, Jenny has served on the Trust Act Committee of the Delaware State Bar Association, participating in the drafting and enactment of trust-related legislation. Jenny served as a board member and officer of Estate Planning Council of Delaware for nine years and remains an active member.
IMPORTANT DETAILS
When: Wednesday, October 7, 2026, 6 pm to 7:15 pm (refreshments to begin 5:45 pm)
Where: DuPont Country Club – Christiana Ballroom, Rockland Road, Wilmington, DE
*Buffet dinner will be served.
Please plan to attend now as seating is limited and this event will fill up quickly! Mark your calendar and call or email Peggy Sue or Maia in our office by October 2, 2026 to RSVP at 302-757-8000 or email ptaylor@dawsonwealth.com
PLEASE FEEL FREE TO INVITE OTHER POTENTIAL CLIENTS/INVESTORS, FAMILY, FRIENDS, NEIGHBORS, CO-WORKERS, MERELY ADVISE US ACCORDINGLY!!!
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with and does not endorse the opinions or services of Jennifer E. Smith or McCollom, D’Emilio, Smith, Uebler LLC.
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