$ 225-575 per hour
Lena S Barnett
About Lena
Biography
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
1
Practice Area
Estate Planning
100%
37 years
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Check
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Chat withLicenses
Licensed in District of Columbia for 37 years
State: District of Columbia
Acquired: 1988
No misconduct found
Licensed in Maryland for 38 years
State: Maryland
Acquired: 1987
No misconduct found
Location
Lena Barnett & Associates, L.L.C.
Attorneys & Counsellors at Law, 10411 Motor City Drive, Suite 500, Bethesda, MD, 20817
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Lena S Barnett's Reviews
Avvo Review Score
3 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews | Character & Conduct
Posted by Janet | October 13, 2009 | Estate Planning
The Dyson's
Lena Barnett is one of the most energetic, knowledgeable and friendly attorneys we've ever used. If she doesn't know the answer to a question she will get it. She is reliable and has a wonderful newsletter. If you have a need for legal services that she is not qualified in she will consult her coll...
Posted by Richard | October 02, 2009 | Estate Planning
Excellent Estate Planning and Trust Attorney
My wife and I have worked with Lena Barnett since 2003. She revised all of our trust documents at that time. This year we had Lena revise and update our documents once again. She is very knowledgeable, has a strong work ethic, and creates an outstanding finished product of which we are very please...
Lena S Barnett's Lawyer Endorsements
"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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Experience
Honors
2019
2019 Albert Nelson Marquis Lifetime Achievement Award, Marquis Who's Who
2018
Top Estate Lawyers, Bethesda Magazine
2018
Marquis Who's Who in the World, Marquis Who's Who
2018
Women in L aw Awards, Lawyer Monthly
2018
DC/Metro Top Rated Lawyer for 2018, The National Law Journal
2011
Top Estate Lawyer, Chosen By Her Colleagues in Bethesda Magazine, Maryland
1995
Section Chair of the Year, Bar Association of Montgomery County
1981
The George H. Hambrecht Law School Award, Muhlenberg College,
N/A
AV Preeminent 5.0 Peer Review Rated, Martindale-Hubbell
Work Experience
2016 - Present
Lower Montgomery-DC Regional Advisory Board Member, Revere Bank
2001 - Present
Attorney & Counsellor at Law/Principal, Lena Barnett & Associates, L.L.C.
1990 - 2001
Attorney/Owner, Attorney Lena S. Barnett
Associations
2012 - Present
Bethesda Chevy Chase Rescue SquadDevelopment Advisory Board Member
2011 - Present
Montgomery WomenMember
2011 - Present
Suburban Hospital, Bethesda, MDPlanned Giving Committee Member
2005 - Present
Leadership Montgomery, Maryland2005 Graduate, Member, Leadership 100
2004 - Present
WealthCounselMember
1999 - Present
Esperti Peterson Institute for Global Wealth Strategies PlanningFellow
1997 - Present
Suburban Hospital, Bethesda, MDEstate Planning Journal Club Member, Chair 2011 to Present
1988 - Present
District of Columbia BarMember
1988 - Present
Greater Bethesda-Chevy Chase Chamber of CommerceMember
1987 - Present
Bar Association of Montgomery CountyMember
1987 - Present
Maryland State Bar AssociationMember
1987 - Present
American Bar AssociationMember
Society of Financial Service Professionals
Member
Society of Financial Service Professionals, Greater Washington, D.C. Chapter
Former Director
1993 - 2004
National Network of Estate Planning AttorneysMember
1993 - 1995
Bar Association of MontgomeryChair, Estates and Trusts Section
1993 - 2004
National Network of Estate Planning AttorneysMember
1991 - 1993
ABA, Trust and Estate Planning Committee of the GP SectionFormer Vice Chair
1989 - 1991
ABA, Real Property Committee of the GP SectionFormer Vice Chair
Education
1984
University of Maryland School of Law
J.D.
1981
Muhlenberg College
A.B., cum laude, with Honors in History
Speaking Engagements
2014
Wealth Counsel DC Metro Forum
Create Significance for Your Clients through Collaborative Charitable Planning
2014
Wealth Counsel D.C. Metro Forum
Preserve Your Clients' Personal & Business Relationships Through Collaborative Law
2014
AHEPA Meeting, Bethesda, MD
Building a Legacy
2012
Mutual of Omaha Regional Meeting
A Fresh Look at Estate Planning In The 21st Century
2011
North Bethesda Rotary
A Fresh Look at Estate Planning
2011
MC Pre-Retirement Seminar
Estate Planning
2011
Greater Bethesda-Chevy Chase Chamber of Commerce
Raise Financially Savy Kids
2011
Campus Conversations Television Show
Scholarships & The Role of the Montgomery College Foundation on MCTV 10
2010
CE Program for Insurance and Financial Advisors
Family Limited Partnerships, A Tool for Estate Planning
2010
A Program for Insurance & Financial Advisors
Navigating An Uncertain Estate Tax Environment
2009
WUSA-TV9 News Mind Over Money Television Segment
Regular Guest Covering Estate Planning Matters
2009
Hewlett Packard Employees' Workshop
A Fresh Look at Estate Planning
2009
Greater Bethesda-Chevy Chase Chamber of Commerce
To Roth or Not To Roth, That Is The Question, A Seminar Designed for CPAs
2009
Continuing Professional Education Seminar for Ameriprise Financial Services
A Fresh Look at Planning with IRAs and Other Retirement Assets (Qualified for 2 hours CE credits)
2008
Women's Presidents' Organization
Business Exit Planning
2008
Wellness, Health, Aging, Retirement, Financial Freedom (WHARFF) Expo
Estate Planning In The 21st Century
2008
Wealth Empowerment Workshop
Values Based Estate Planning
2008
St. Paul's Episcopal, Church, Washington, D.C.
Values Based Estate Planning
2008
Prudential Insurance Company, Bethesda, MD
Special Planning Information for Select Prudential Clients
2008
Lincoln Financial Advisor Workshop
A Fresh Look at Planning with IRAs and Other Retirement Assets
2007
Washington Preservation Insitutute Meeting
The Client-Oriented Practice
2007
Suburban Hospital Estate Planning Journal Club
A Fresh Look at Planning with IRAs
2006
The Planned Giving Fair
Values Based Estate Planning
2001
Special Seminar Event for Nordstrom
Update Your Estate Plan
2001
Internet Course Including Video, Text and Test for The Academy of Multidisciplinary Practice, Inc.
Planning for Minor Children and Grandchildren
2000
Watkings, Meegan, Drury & Company, LLC Continuing Education Program
Opportunities in Estate Planning for CPAs (Qualified for 16 Hours CE Credits)
2000
Northwestern Mutual Life Continuing Eduation Program
Opportunities in Estate Planning for Financial Professionals (Qualified for 16 hours CE Credits)
2000
National Women's History Month Seminar Series at NASA, HQ
Protect Your Future and The Future Of Your Loved Ones With Personalized Estate Planning
1999
Special Seminar Event for Nordstrom
Update Your Estate Plan
1999
Advanced Estate Planning Techniques Seminar fpr the National Network of Estate Planning Attorneys
Multi-Professional Perspectives and Experiences with Health Care Planning
1997
An Estate Planning Collegium for the National Network of Estate Planning Attorneys
Don't Pull the Plug on Health Care Planning
1997
2 Day Estate Planning Workshop for National Network of Estate Planning Attorneys
Estate Planning Workshop for Attorneys
1996
Financial And Estate Planning Seminar Series for Gillette
Estate Planning: The Purpose...The Possibilities...The Potential
1995
Gerber Senior Seminar Series, JCC of Greater Washington
Estate Planning
1994
Continuing Legal Education Seminar for the Montgomery County, MD Bar Foundation
Wills and Living Trusts: Pitfalls for the General Practitioner
1994
Advanced Estate Planning Techniques Seminar for the National Network of Estate Planning Attorneys
Health Care Planning
1994
Advanced Estate Planning Techniques Seminar for the National Network of Estate Planning Attorneys
Network Member Practice Case History
1993
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 Disability
Publications
2018
WETA Legacy: Estate Planning Ideas for WETA Members and Friends
Many people believe estate planning can be put off until another day
2018
Revere Bank Blog Post, Quarterly Newsletter & Social Media
Estate Planning in 2018: Why It's Important and the New Federal Tax Legislation's Impacts
2014
Seminar for Wealth Counsel D.C. Metro Forum
Create Significance for Your Clients thorugh Collaborative Charitable Planning
2014
Seminar for Wealth Counsel D.C. Metro Forum
Preserve Your Clients' Personal & Business Relationships through Collaborative Law
2010
The American Bar Association Legal Guide for Small Business, Second Edition
Reviewer of this book
2004
The American Bar Association Guide to Wills and Estates, Second Edition
Reviewer of this book
2004
The American Bar Association Family Legal Guide
Reviewer of this book
2000
The American Bar Association Legal Guide for Small Business
Reviewer of this book
2000
Your Law
American Bar Associaiton Newsletter
1999
American Bar Association Guilde to Wills and Estates 1999 Update
Contributing Reviewer of this book
1999
Conspectus Current
Separate Share Regulations Propose Surprising Changes
1998
Conspectus Current
Ascertainable Standard Restrictions on Trust Powers Under the Estate, Gift, and Income Tax
1995
The American Bar Association Guide to Wills and Estates, First Edition
Reviewer of this book
N/A
Women Today
Monthly Column on Estate Planning 1994-1998
Languages
English
Activity
Legal Guides
Legal Guides
Legal Guide
Why Every Business Owner Needs An Exit Plan!
27 Jun 2012
Legal Guide
Lena’s Six-Step Estate Plan Action Plan:
20 May 2010
Legal Guide
SIX IMPORTANT ESTATE PLANNING POINTS
20 May 2010