Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named "Estate Planner of the Year" by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the "Distinguished Accredited Estate Planner" designation.
Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured in 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.
A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.
Before joining WealthCounsel, she was a partner at a boutique trusts and estates firm in Northern Virginia. Her practice encompassed all aspects of estate planning and administration, including the administration of insolvent estates, sophisticated planning for ultra-high net worth families, guardianships and conservatorships, and the preparation and defense of estate tax returns, gift tax returns, and fiduciary accountings.
Alvi began her legal career as a sole practitioner and WealthCounsel member shortly after completing her LLM (Estate Planning). She is passionate about helping members develop their expertise and add maximal value for clients.
She is a Fellow of The American College of Trust and Estate Counsel (ACTEC), a member of the Virginia Bar Association Wills, Trusts & Estates Section Council and Legislative Committee, and a regular presenter of continuing education programs on trusts and estates topics. In her free time, she enjoys running, baking, and listening to audiobooks.
Jenni is the COO at WealthCounsel and an estate planning attorney. Prior to joining WealthCounsel, Jenni worked in small firms in Salt Lake City for almost a decade, focusing on estate planning, trust administration, and probate, with an emphasis on gift and estate tax issues for high net worth clients. While searching for a drafting solution, Jenni discovered WealthCounsel and joined the team as an associate editor in 2019. She began her legal career as a law clerk/bailiff for a state trial court judge and then spent a year as a prosecutor in a small Idaho county before switching to private practice.
