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Ann Gray Jakabcin

Ann Gray Jakabcin

Practice areas:

Estate Planning, Trusts, Probate

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About Me

The personal approach that defines Ann Jakabcin’s estate and lifetime wealth planning practice goes far beyond her deep attention to client service. With a sincere appreciation of her clients’ unique needs and situations, Ann works closely with them to build individualized plans that meet their goals. Providing guidance to clients throughout life’s various stages, she builds long-lasting relationships that often span generations.


As Co-Chair of the Estates & Trusts Practice Group, Ann concentrates her practice in estate planning for large and small estates, lifetime wealth planning and estate and trust administration. Her background in tax law gives her the insight to create and administer plans that offer the flexibility to adapt to the changing world of tax laws and IRS regulations while at the same time providing maximum wealth preservation.

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Practice Areas

Licensed since 1977

  1. Estate Planning: 34%
  2. Probate: 33%
  3. Trusts: 33%

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Contact Info

Stein Sperling Bennett De Jong Driscoll PC

25 West Middle Lane
Rockville, MD, 20850

Resume

License
StateStatusAcquiredUpdated
MDActive198606/08/2015
VAAuthorized to practice law198303/11/2014
DCActive 198005/24/2015
CTRetirement198107/14/2015
PAInactive197705/31/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Super LawyerWashington DC Super Lawyers2015
Maryland Super LawyersSuper Lawyers2015
Best LawyersBest Lawyers2015
Super LawyerMaryland Super Lawyers2014
Top 50 Female Attorneys in MarylandMaryland Super Lawyers2013
Maryland Super LawyerMaryland Super Lawyers2013
AV RatedMartindale-Hubbell2012
Maryland Super LawyerMaryland Super Lawyers2012
Washington DC Super LawyerWashington DC Super Lawyers2011
AV RatedMartindale-Hubbell2011
Top 25 Female Attorneys in MarylandMaryland Super Lawyers2011
Maryland Super LawyerMaryland Super Lawyers2011
Top 50 Female Attorneys in Washington, DCWashington DC Super Lawyers2011
AV RatedMartindale-Hubbell2010
Maryland Super LawyerMaryland Super Lawyers2010
Washington DC Super LawyerWashington DC Super Lawyers2010
Washington DC Super LawyerWashington DC Super Lawyers2009
AV RatedMartindale-Hubbell2009
Maryland Super LawyerMaryland Super Lawyers2009
Maryland Super LawyerMaryland Super Lawyers2008
Washington DC Super LawyerWashington DC Super Lawyers2008
Washington DC Super LawyerWashington DC Super Lawyers2007
Maryland Super LawyerMaryland Super Lawyers2007
ListedBar Register of Preeminent LawyersN/A

Work Experience
TitleCompany NameDuration
PrincipalStein Sperling Bennett De Jong Driscoll PC1985 - Present

Associations
Association NamePosition NameDuration
Suburban HospitalPlanned Giving Committee2012 - Present
Fairfax County Bar Association, Wills, Estates & Trusts SectionPresident1997 - 1998
Fairfax County Bar Association, Wills, Estates & Trusts SectionExecutive Committee19941994 - 1999
American Bar AssociationMemberN/A
Virginia State BarMemberN/A
District of Columbia Bar AssociationMemberN/A
Maryland State Bar AssociationMemberN/A
Estate Planning Council of Suburban MarylandMemberN/A
National Academy of Elder Law AttorneysMemberN/A
Montgomery County Bar AssociationMemberN/A

Publications
Publication NameTitleDate
J.K. Lasser's Year-Round Tax Strategies (Macmillan 1989-2004)J.K. Lasser's Year-Round Tax Strategies2004

Education
School NameMajorDegreeGraduated
Georgetown University Law CenterTaxationLL.M - Master of Laws1981
Temple University - James E. Beasley School of LawLawJD - Juris Doctor1977
Trinity CollegeN/ABA - Bachelor of Arts1973

Speaking Engagements
Conference NameTitleDate
CPE UpdateMaryland estate and gift tax law2013
Association of Practicing Certified Public AccountantsAnn Jakabcin to speak on Estate Planning for Non-Traditional Households2013
Stein SperlingTaking Advantage of Estate Planning and Tax Benefits before Time Runs Out2012
MSBA Elder Law SymposiumPractical Estate Planning - Preparing for Incapacity and Death2012
MCMSEssential Estate Planning for Physicians Seminar2012
Maryland Society of Accountants, Inc.Contingency Planning Seminar2012
CPE UpdateIntegrating Retirement Plans into an Estate Plan2012
CPE UpdateThe Complete Trust Course2012
The Complete Trust CourseEstate planning2011
MACPA Advanced Personal Financial Planning ConferenceFederal and State Estate Planning Issues2011
Association of Practicing CPA’s Estate and Trust DayFederal estate tax planning for individuals in 2011 and 20122011
CPE Update CourseEstate Planning Ideas for 20102010
APCPA’s Estate and Trust DayFederal Tax Compliance for 2010 and 2011 - What are the Current Regulations2010