$ 525-525 per hour
At Shulman Rogers, Jay leads the Firm's Trusts and Estates Department and serves on the Firm's Board of Directors. His 25+ years of advising clients have given him a great understanding of family dynamics, enabling him to offer a personalized, unique assessment based upon each family's specific needs. With his legal focus exclusively on planning for the future, Jay excels in the area of sophisticated trust and estate planning, using proven techniques to minimize estate and gift taxes and assist with transitioning wealth to the next generation. He has significant experience in the use of charitable entities to minimize income and estate taxes.
In the legal community, he chairs the Estates and Trusts section of the Bar Association of Montgomery County, Maryland and serves on the Section Council of the Maryland State Bar Association's Trusts and Estates Section. Through the years, Jay has chaired the Planned Giving Committee of the Hebrew Home of Greater Washington, and served on the Board of Directors of Montgomery Hospice and the American Red Cross - National Capital Chapter.
5
Practice Areas
$ 525-525 per hour
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Chat withState: Virginia
Acquired: 1992
No misconduct found
State: District of Columbia
Acquired: 1991
No misconduct found
State: Maryland
Acquired: 1990
No misconduct found
12505 Park Potomac Avenue, 6th Floor, Potomac, MD, 20854
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2016
Super Lawyer, Super Lawyers
2016
Best Lawyers in America, Best Lawyers in America
2015
Super Lawyer, SuperLawyers
N/A
AV Preeminent Rated, Martindale-Hubbell
N/A
Top 1% of estate planning attorneys in MD/DC/VA area, Washingtonian Magazine
1999 - Present
Chairman, Trusts & Estates Department, Shulman, Rogers, Gandal, Pordy & Ecker, P.A.
1990 - 1999
Partner, Weinberg & Jacobs
2002 - Present
Montgomery County Estates and Trusts SectionChairman
1990 - Present
Maryland State Bar AssociationMember
Past Board Member
Past Member
Member
2000
LL.M - Master of Laws
1990
JD - Juris Doctor
1987
BA - Bachelor of Arts
2015
Recent Developments and Hot Topics for Probate Courts
2015
Estate Planning in the New Era
2013
Estate Planning for the 99 Percenters: Dealing with Digital Assets and Planning for Maryland Clients with Moderately Sized ($2MM-$10MM) Estates in 2013
2013
Will Drafting in Maryland
2013
Federal Estate Tax Portability - The Game Changer
2012
Best Practices - Drafting and Administering Irrevocable Life Insurance Trusts
2011
ILITs - Why, When, How, and Who
2009
Uniform Prudent Management of Institutional Funds Act (UPMIFA)
English