Where There's A Will, There's A Way | Student Education Series
Join the WDCEPC for a discussion on closing the racial wealth gap through a career in estate planning. Learn about the estate planning profession, pathways to entry and success, and the need for diverse lawyers in the field. A career in estate planning can promote social justice by building, keeping and leveraging wealth for families and communities of color.
Pizza will be available in the Student Lounge on the ground floor of Houston Hall starting at 12:00 pm, courtesy of ACTEC.
About the Panelists:
Kenny Jefferson, JD, LLM
Private Wealth Services Attorney, Holland & Knight
Kenny Jefferson, JD, LLM, is a private wealth services attorney in Holland & Knight’s Washington, D.C., and Los Angeles offices. He advises high-net-worth individuals and families on complex estate, gift and generation-skipping transfer (GST) tax planning, tax compliance matters and non-tax planning goals.
Kenny is serving a two-year fellowship with the American Bar Association Real Property, Trust and Estate Law Section, a program designed to develop future leaders through mentorship by leading trust and estate attorneys.
Prior to joining Holland & Knight, Kenny was a tax, trusts and estates attorney at a Washington, D.C., boutique law firm. He previously served as an attorney examiner with the Internal Revenue Service in the estate and gift field enforcement division, where he examined estate, gift and fiduciary income tax returns. He also clerked with the Federal Deposit Insurance Corporation and the U.S. Office of Special Counsel.
Kenny received his B.S. in economics from Virginia Tech, JD from Howard University School of Law and LLM from Georgetown University Law Center.
Molefi McIntosh, JD, LLM
Counsel, Lowenstein Sandler
Molefi McIntosh, JD, LLM, is Counsel at Lowenstein Sandler in the Washington, D.C. office. He counsels businesses and high-net-worth individuals on the tax impacts of a range of estate planning and transactional scenarios, including those involving cross-border concerns.
Molefi’s prior experience includes managing international tax and transaction services at Ernst & Young, where he advised multinational clients on the tax aspects of domestic and cross-border transactions. He has interned with both the U.S. Securities & Exchange Commission’s Investment Management Division and the IRS.
As adjunct professor and supervising attorney for Howard University School of Law, Molefi co-developed and teaches the Estate Planning and Heirs’ Property Clinic, which addresses the racial estate planning gap and combats problems associated with heirs’ property by assisting low-income and BIPOC clients who historically have not had access to or information about estate planning services.
Molefi is a graduate of Howard University School of Law (JD, 2016) and Georgetown University Law Center (LLM, 2017).
Shakisha Morgan, Esq.
Principal Attorney, The Morgan Firm, LLC
Shakisha Morgan, Esq., is a learner, strategist and connector with more than a decade of legal experience. An educator at heart, Shakisha is affectionately known as The Legacy Counselor™ and is the Principal Attorney of The Morgan Firm, LLC.
Since graduating from Stanford University and Georgetown Law, Shakisha has devoted herself to increasing access to Black generational wealth through community and corporate workshops, guest lectures and keynote presentations, as well as through the advice she provides to her clients.
She is a published author on topics related to estate planning, multigenerational wealth building, Black wealth and servant leadership. Shakisha is also a philanthropist and serves as a mentor and board member of the Young, Black & Giving Back Institute, Inc.
About the Moderator:
Natasha McFarland, JD, LLM
Associate, Harrison, LLP
Natasha McFarland, JD, LLM, is an associate at Harrison, LLP, where she focuses her practice on sophisticated estate planning delivered in a straightforward manner that clients can understand. She advises high-net-worth individuals and their families on a wide range of matters, including wealth preservation through trust, gift and estate tax planning, generation-skipping transfer tax issues, charitable giving and related compliance.
Prior to practicing law, Natasha spent more than five years in professional tax services at EY, advising family enterprises, private business owners and corporate executives on income, estate and gift tax strategies.
Natasha holds a B.S. from North Carolina A&T State University, JD from Howard University School of Law and LLM from Georgetown University Law Center.
