Jennifer Willits

Jennifer G. Willits
Senior Vice President Trust Advisor

300 Summers St

1st Floor,

Charleston, WV 25301-0021

About me

Background

As a Senior Vice President and Trust Advisor, Jennifer Willits has over 20 years of experience working in the personal trust administration, charitable trust administration, estate settlement and fiduciary tax areas.

Education

Bachelor of Arts
West Virginia Wesleyan College 1998

Personal Interests

Jennifer is a graduate of West Virginia Wesleyan College where she received a B.A. degree in Public Relations. She is a member of Athletic Hall of Fame for her high school and college. Jennifer is a graduate of Southeastern Trust School at Campbell University. She is Past President of the Charleston Estate Planning Council and Charleston Vandalia Rotary Club. She is a past board member of the YWCA, Rae of Hope House and Childhood Language Center Boards.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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