Jane Bernardini is a tax partner at Anchin with more than 30 years of experience in public accounting. She provides high net worth individuals and family offices with a full range of estate planning and wealth preservation services and is considered to be a trusted family advisor.

Jane specializes in estate planning, gifting and charitable giving, and the preparation of estate and income tax returns. She has particular expertise in foreign trust planning and administration. Additionally, she manages the financial planning for multi-generational families, including asset protection planning, and planning for long-term financial security and wealth preservation.

Jane is a member of the Estate Planning Committee of the New York State Society of Certified Public Accountants (NYSSCPA), the Personal Financial Specialist division of the American Institute of Certified Public Accountants (AICPA), and the Financial Women's Association. She is also a member of the Estate Planning Council of NYC and the Society of Trust & Estate Practitioners (STEP). She has lectured for the NYSSCPA on planning issues regarding the non-traditional estate.

Education
Baruch College, B.B.A.

Certifications
Certified Personal Financial Specialist
Licensed Life and Health Insurance Provider
Series 6 and 63 Securities