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Lena S Barnett

Lena S Barnett

Practice areas:

Estate Planning

About Me

My grandfather suddenly died when my father was just 7 years old. With no will in place, his estate was ravaged and the family struggled through some very rough years. Lena knows what can happen without planning! She wants to help her clients and client families avoid what her father, her aunt, and her grandmother experienced.


Estate planning enables clients to control what happens to them, their loved ones, & their assets while healthy, upon disability & after death while saving unnecessary expenses, taxes & stress. Business, asset protection & charitable planning are important components of Lena's practice.

Lena keeps her clients on top of changes in the laws, while her clients keep her abreast of changes in their lives. She enjoys working with clients who appreciate the care she puts into each case.

AV Preeminent 5.0 Peer Review Rated, Martindale Hubbell

Lena welcomes new clients & appreciates referrals.


 


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Practice Areas

Licensed since 1987

  1. Estate Planning: 100%
    26 years

Payment

Fees:

Hourly ($225-475/hour), Fixed (Sometimes)

Payment Types:

Check

Attorney Endorsements

1 total 

  • No photo

    I wholeheartedly endorse this lawyer. I am an independent practicing estate planning lawyer with over 25 years of experience in the Greater Washingoton DC area and Of-counsel to Ms. Barnett's practice. I have known and worked with Ms. Banett on estate planning cases and have found her to be a caring, knowledgeable and experienced attorney who performs at the highest standard of her profession. I can say that she shares that reptutation with her peers in the estate planning community. Her clients are indeed fortunate to be represtened by such a fine attorney.

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    George Adams
    Relationship: Other

Contact Info

Lena Barnett & Associates, L.L.C.

Attorneys & Counsellors at Law
10411 Motor City Drive, Suite 500
Bethesda, MD, 20817

Resume

License

StateStatusAcquiredUpdated
DCActive 198805/24/2015
MDActive198707/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Top Estate LawyerChosen By Her Colleagues in Bethesda Magazine, Maryland2011
Section Chair of the YearBar Association of Montgomery County1995
The George H. Hambrecht Law School AwardMuhlenberg College,1981
AV Preeminent 5.0 Peer Review RatedMartindale-HubbellN/A

Work Experience

TitleCompany NameDuration
Attorney & Counsellor at Law/PrincipalLena Barnett & Associates, L.L.C.2001 - Present
Attorney/OwnerAttorney Lena S. Barnett1990 - 2001

Associations

Association NamePosition NameDuration
Bethesda Chevy Chase Rescue SquadDevelopment Advisory Board Member2012 - Present
Suburban Hospital, Bethesda, MDPlanned Giving Committee Member2011 - Present
Leadership Montgomery, Maryland2005 Graduate, Member, Leadership 1002005 - Present
WealthCounselMember2004 - Present
Esperti Peterson Institute for Global Wealth Strategies PlanningFellow1999 - Present
Suburban Hospital, Bethesda, MDEstate Planning Journal Club Member, Chair 2011 to Present1997 - Present
Bar Association of MontgomeryChair, Estates and Trusts Section1993 - 1995
National Network of Estate Planning AttorneysMember1993 - 2004
National Network of Estate Planning AttorneysMember1993 - 2004
ABA, Trust and Estate Planning Committee of the GP SectionFormer Vice Chair1991 - 1993
ABA, Real Property Committee of the GP SectionFormer Vice Chair1989 - 1991
District of Columbia BarMember1988 - Present
Greater Bethesda-Chevy Chase Chamber of CommerceMember1988 - Present
American Bar AssociationMember1987 - Present
Maryland State Bar AssociationMember1987 - Present
Bar Association of Montgomery CountyMember1987 - Present
Society of Financial Service ProfessionalsMemberN/A
Society of Financial Service Professionals, Greater Washington, D.C. ChapterFormer DirectorN/A

Publications

Publication NameTitleDate
The American Bar Association Legal Guide for Small Business, Second EditionReviewer of this book2010
The American Bar Association Guide to Wills and Estates, Second EditionReviewer of this book2004
The American Bar Association Family Legal GuideReviewer of this book2004
The American Bar Association Legal Guide for Small BusinessReviewer of this book2000
Your LawAmerican Bar Associaiton Newsletter2000
American Bar Association Guilde to Wills and Estates 1999 UpdateContributing Reviewer of this book1999
Conspectus CurrentSeparate Share Regulations Propose Surprising Changes1999
Conspectus CurrentAscertainable Standard Restrictions on Trust Powers Under the Estate, Gift, and Income Tax1998
The American Bar Association Guide to Wills and Estates, First EditionReviewer of this book1995
Women TodayMonthly Column on Estate Planning 1994-1998N/A

Education

School NameMajorDegreeGraduated
University of Maryland School of LawLawJ.D.1984
Muhlenberg CollegeHistory and Political Science Double MajorA.B., cum laude, with Honors in History1981

Speaking Engagements

Conference NameTitleDate
Wealth Counsel DC Metro ForumCreate Significance for Your Clients through Collaborative Charitable Planning2014
Wealth Counsel D.C. Metro ForumPreserve Your Clients' Personal & Business Relationships Through Collaborative Law2014
AHEPA Meeting, Bethesda, MDBuilding a Legacy2014
Mutual of Omaha Regional MeetingA Fresh Look at Estate Planning In The 21st Century2012
North Bethesda RotaryA Fresh Look at Estate Planning2011
MC Pre-Retirement SeminarEstate Planning2011
Greater Bethesda-Chevy Chase Chamber of CommerceRaise Financially Savy Kids2011
Campus Conversations Television ShowScholarships & The Role of the Montgomery College Foundation on MCTV 102011
CE Program for Insurance and Financial AdvisorsFamily Limited Partnerships, A Tool for Estate Planning2010
A Program for Insurance & Financial AdvisorsNavigating An Uncertain Estate Tax Environment2010
WUSA-TV9 News Mind Over Money Television SegmentRegular Guest Covering Estate Planning Matters2009
Hewlett Packard Employees' WorkshopA Fresh Look at Estate Planning2009
Greater Bethesda-Chevy Chase Chamber of CommerceTo Roth or Not To Roth, That Is The Question, A Seminar Designed for CPAs2009
Continuing Professional Education Seminar for Ameriprise Financial ServicesA Fresh Look at Planning with IRAs and Other Retirement Assets (Qualified for 2 hours CE credits)2009
Women's Presidents' OrganizationBusiness Exit Planning2008
Wellness, Health, Aging, Retirement, Financial Freedom (WHARFF) ExpoEstate Planning In The 21st Century2008
Wealth Empowerment WorkshopValues Based Estate Planning2008
St. Paul's Episcopal, Church, Washington, D.C.Values Based Estate Planning2008
Prudential Insurance Company, Bethesda, MDSpecial Planning Information for Select Prudential Clients2008
Lincoln Financial Advisor WorkshopA Fresh Look at Planning with IRAs and Other Retirement Assets2008
Washington Preservation Insitutute MeetingThe Client-Oriented Practice2007
Suburban Hospital Estate Planning Journal ClubA Fresh Look at Planning with IRAs2007
The Planned Giving FairValues Based Estate Planning2006
Special Seminar Event for NordstromUpdate Your Estate Plan2001
Internet Course Including Video, Text and Test for The Academy of Multidisciplinary Practice, Inc.Planning for Minor Children and Grandchildren2001
Watkings, Meegan, Drury & Company, LLC Continuing Education ProgramOpportunities in Estate Planning for CPAs (Qualified for 16 Hours CE Credits)2000
Northwestern Mutual Life Continuing Eduation ProgramOpportunities in Estate Planning for Financial Professionals (Qualified for 16 hours CE Credits)2000
National Women's History Month Seminar Series at NASA, HQProtect Your Future and The Future Of Your Loved Ones With Personalized Estate Planning2000
Special Seminar Event for NordstromUpdate Your Estate Plan1999
Advanced Estate Planning Techniques Seminar fpr the National Network of Estate Planning AttorneysMulti-Professional Perspectives and Experiences with Health Care Planning1999
An Estate Planning Collegium for the National Network of Estate Planning AttorneysDon't Pull the Plug on Health Care Planning1997
2 Day Estate Planning Workshop for National Network of Estate Planning AttorneysEstate Planning Workshop for Attorneys1997
Financial And Estate Planning Seminar Series for GilletteEstate Planning: The Purpose...The Possibilities...The Potential1996
Gerber Senior Seminar Series, JCC of Greater WashingtonEstate Planning1995
Continuing Legal Education Seminar for the Montgomery County, MD Bar FoundationWills and Living Trusts: Pitfalls for the General Practitioner1994
Advanced Estate Planning Techniques Seminar for the National Network of Estate Planning AttorneysHealth Care Planning1994
Advanced Estate Planning Techniques Seminar for the National Network of Estate Planning AttorneysNetwork Member Practice Case History1994
Continuing Legal Education Seminar for the Montgomery-Prince George's Continuing Education Inst., Inc.Estate Planning for the General Practitioner: Planning for Probate Reduction and Disability1993