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Steve Jacobson has been practicing for more than twenty five years in the fields of tax, estate planning, estate administration, and business and commercial transactions. Mr. Jacobson has a depth of experience in advising and counseling professional corporations, and represents a broad spectrum of closely-held businesses in their corporate and tax planning matters. He also has extensive experience in business transactions, including the sale and acquisition of businesses, buy-sell transactions between shareholders, and shareholder disputes, and heads the firm’s commercial leasing practice.
Mr. Jacobson graduated in 1980 with a B.A. in economics from the University of North Carolina at Chapel Hill, where he was a member of Phi Beta Kappa. He received his J.D. in 1984 from the University of Virginia.
Prior to joining the firm, Mr. Jacobson spent four years in the tax department of the Washington, D.C. office of Dickstein, Shapiro and Morin.
Mr. Jacobson has written or co-authored articles and outlines on various sophisticated tax and business planning issues, including co-authoring “Maximizing the Effectiveness of the Annual Gift Exclusion,” Taxes Magazine, March 1992.
Mr. Jacobson is a member of the Tax Sections of the Maryland State Bar and the American Bar Association. He is actively involved in a variety of civic organizations including the Jewish Federation of Greater Washington, and serves on the Board of Directors of Monument Bank. He was pleased to be recognized by Washingtonian Magazine as one of the region’s top estate planners. Mr. Jacobson is admitted to practice law in Maryland and the District of Columbia.
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|GA||Inactive Member in Good Standing||1984||08/30/2016|
|Award name||Grantor||Date granted|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2016|
|Estate Planning & Probate||Maryland Super Lawyers||2016|
|Top Wealth Advisor||Washingtonian Magazine||2016|
|Top Money Advisors/Estate Attorney||Washingtonian Magazine||2014|
|Top Attorneys in Washington, D.C.||Washington DC Super Lawyers||2014|
|Top Attorneys in Washington, D.C.||Washington DC Super Lawyers||2013|
|Top Attorneys in Washington, D.C.||Washington DC Super Lawyers||2012|
|Top Estate Planners||Washington DC Super Lawyers||2011|
|Top Attorneys||Washington DC Super Lawyers||2008|
|Top Estate Planners||Washingtonian Magazine||2002|
|Principal||West & Feinberg, PC||1988 - Present|
|Associate||Dickstein Shapiro & Morin||1984 - 1988|
|Association name||Position name||Duration|
|Maryland State Bar Association||N/A||N/A|
|Montgomery County Bar Association||N/A||N/A|
|Taxes Magazine||Maximizing the Effectiveness of the Annual Gift Exclusion||1992|
|University of Virginia School of Law||Law||JD - Juris Doctor||1984|
|University of North Carolina, Chapel Hill||Economics||BA - Bachelor of Arts||1980|