Jacqueline M. Jensen, Attorney at Law
Of-counsel AttorneyEmail: J.Jensen@QWLLP.com
Practice Areas:
• Asset Protection
• Business and Corporate
• Elder Care
• Estate Planning
• Estate Tax
• Probate
• Trusts
• Wills
Overview:
Jacqueline joined Quinlivan Wexler LLP in 2004 as an of-counsel attorney after almost 30 years of private practice. She is a certified specialist for probate, estate planning, and trust law and is a frequent lecturer at California Continuing Education of the Bar seminars as well as National Business Institute seminars. Jacqueline has worked with clients regarding asset protection issues, including asset protection trusts, for approximately 15 years. She also assists her clients with corporate and business matters and advises her senior clients regarding elder care issues and Medi-Cal planning.
In her spare time, Jacqueline loves to cook and has published a cookbook. She also enjoys reading, traveling, and singing in her church choir.
Background:
• Born New York, New York
• Single, 3 children, 4 grandchildren
Education
• B. A. in history Trinity College (1960)
• J. D., University of Tulsa (1977)
Admissions
• State Bar of California (1978)
Accreditations:
• American Jurisprudence Award in Civil Procedure; Tax Award (1975)
• California Board of Legal Specialization, Board Certified in:
Estate Planning
Probate
Trust Law
• Highest Professional Rating (AV) by Martindale-Hubbell
Involvement
• 552 Club, Hoag Hospital Newport Beach
• Lions Club, Newport Beach, California
Past Member
Past President
• Newport Beach Business Club
• Orange County Bar Association
• Orange County Estate Planning Council
• Trinity Alumni, Orange County
Member
Past Vice-President
• Wiseplace, Santa Ana, California
Past Member
Past Board of Directors
• Women in Business
Prior legal counsel
• YWCA, Santa Ana
Past Member
Past Board of Directors
Lecturer/Panelist
• Adjunct Professor, Estate Planning, University of California at Irvine (1998)
• Adjunct Professor, Estate Planning, Western State University, College of Law
• Frequent Lecturer, Continuing Education of the Bar
• Frequent Lecturer, National Business Institute
• National Speaker, Gear Up Tax Seminars (1972)
Publications
• “Using Living Trusts as an Estate Planning Tool”, National Business Institute Seminars (2002 – 2003)
• Author, “Basic Tax Considerations – What You Need to Know What Order to Choose the Appropriate Plan”, National Business Institute Seminar (2002 – 2003)
• Author, “Introduction to Asset Protection Planning”, National Business Institute Seminar (2001)
• Author, “Property Ownership for the Asset Protection Perspective”, National Business Institute Seminar (2001)
• Author, “Use of Family Limited Partnerships in Estate Planning”, National Business Institute Seminar (2001)
• Author, “Planning the Estate”, Continuing Education of the Bar (2001)
• Author, “The Bypass Trust & Disclaimer Trust”, Continuing Education of the Bar (2001)
• Author, “Use of Family Partnerships in Estate Planning”, National Business Institute Seminar (2000)
• Author, “Function of a Living Trust”, National Business Institute Seminar (2000)
• Author, “California Transaction Forms – Estate Planning”, chapter 8, pages 1 – 137, Durable Powers of Attorney (June 12, 1998)
• Author, “Form 706/709 Estate and Gift Taxes Planning and Compliance” (1992)
• Author, “Gear Up Tax Seminars”, (1992)
• Author, “Nursing Home Care: Will it Impoverish Your Family”, Connections to Excellence, pages 67-70 (August 1990)
• Author, “Benefits of Charitable Trusts”, Business to Business, pages 58 – 60 (November 1989)
• Author, “Revocable Living Trusts: What They Offer California Residents”, Business to Business, pages 54 – 59 (August 1989)
• Author, “Cooking With Mom”
• Contributing Author, “How to Draft Wills and Trusts”, National Business Institure (2004)
• Contributing Author, “A Practical Guide to Estate Administration in California”, National business Institute (2004)
