Planned Giving: Fun With Taxes and Probate

Jennifer Lehman earned her PhD in personal financial planning from Texas Tech University; Russell James was her dissertation chair. She also earned law and MPA degrees from UNC-Chapel Hill, a Bachelor of Science from TCU, and CFP® and CAP® credentials. Dr. Lehman has published research in several different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources. Prior experience includes university teaching in various formats (online, hybrid, and face to face), research, financial planning, planned giving for a university, career services for a law school, and appellate prosecution. Hobbies include hiking, yoga, and road trips, and she has traveled to all 50U.S. states.