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This page contains a single entry by lsaret published on October 22, 2008 10:10 PM.

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Jeanne L. Newlon

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Vennable LLP
Partner

Newlon_Jeanne_LR.jpgwww.venable.com
                                       

Washington DC Office

tel:
(202) 344-8553  
fax: (202) 344-8300
email:  jlnewlon@venable.com


EDUCATION


L.L.M., Georgetown University, 1999
with honors
in Taxation
J.D., George Washington University Law School, 1996
high honors
Editor, The Environmental Lawyer
B.S.B.A., University of Florida, 1992
Omicron Delta Epsilon Economics Honorary


BAR ADMISSIONS

District of Columbia
Florida
Maryland
Virginia

 
PRACTICE FOCUS

Jeanne L. Newlon concentrates on estate planning, business planning and charitable giving. She provides advice to clients to ensure the proper disposition of assets in accordance with the client's objectives, while employing tax planning techniques such as the use of irrevocable and revocable trusts, life insurance planning, lifetime gifts, and charitable trusts to minimize estate and gift tax liability. Ms. Newlon also has experience in the administration of decedents' estates.

CLIENT BENEFITS

Ms. Newlon's knowledge of estate and business planning combined with good communication skills enhances her reputation of providing her clients efficient and timely service. In addition, her experience includes settling matters before the IRS and other areas of taxation such as corporate tax, partnership tax, tax administration and tax-exempt organizations.

SIGNIFICANT MATTERS

Ms. Newlon's recent experience includes: preparing revocable trusts, charitable trusts, insurance trusts, gift trusts, wills, family limited partnerships and limited liability companies, option agreements, indemnification agreements, promissory notes, loan agreements, purchase agreements, and security agreements; advising clients on issues related to transfer tax planning, business planning, and converting partnerships to LLCs.

ACTIVITIES

Ms. Newlon is a member of the Washington D.C. Estate Planning Council and serves as the Co-Chair of the Communications Committee and the Editor of the Council's newsletter. She is a member of the American Bar Association Section of Taxation and is the Vice Chair of the Section's Fiduciary Income Tax Committee. Prior to serving as Vice Chair, Ms. Newlon served as the Subcommittee Chair for Important Developments, for which she prepared and presented the current developments in fiduciary income tax at the Tax Section meetings from May 2004 to May 2007. She also prepared the Important Developments Report during such time, which is published annually in The Tax Lawyer. Ms. Newlon is also a member of the District of Columbia Bar Association Estate Planning and Probate, Trust and Estate Committees and involved in the Chi Omega Alumni Group (D.C. and Northern Virginia).

PUBLICATIONS/SPEECHES


  • "Advance Estate Planning Update: Summer 2008," ALI-ABA webcast with Virginia F. Coleman, Lawrence P. Katzenstein and Jeffrey N. Pennell, June 2008
  • "Estate Planning for S Corporations," American Bar Association Section of Taxation May Meeting, May 2008
  • "Recent Developments in Estate Planning for S Corporation Shareholders," American Bar Association Section of Taxation 2008 Annual Meeting, January 2008
  • "Estate Planning for S Corporations," District of Columbia Bar Section of Taxation Estate Planning Committee, October 2007
  • "Residency Rules in the District of Columbia, Maryland and Virginia," District of Columbia Bar Section of Taxation Estate Planning Committee, May 2007
  • "Recent Developments in Fiduciary Income Tax," American Bar Association Section of Taxation meetings, 2004-2007
  • "Estate Planning in a Low Interest Rate Environment," District of Columbia Bar Section of Taxation Estate Planning Committee, June 2003
  • "IRS Announces that Substitution Power Does Not Cause Inclusion of Trust Property in Estate," Washington D.C. Estate Planning Council Newsletter, Spring 2008
  • "Tax Relief and Health Care Act of 2006 (P.L. 109-432),"Washington D.C. Estate Planning Council Newsletter, Winter 2007
  • "Only 'Unique' Costs Fully Deductible by Trusts and Estates under Proposed Regulations," Washington D.C. Estate Planning Council Newsletter, Summer 2007
  • "Proposed Regs Give Guidance on Inclusion of GRAT/GRUT in Grantor's Estate," Washington D.C. Estate Planning Council Newsletter, Summer 2007
  • "Revenue Ruling 2007-13 - Transfer for Value Rules,"Washington D.C. Estate Planning Council Newsletter, Spring 2007
  • "Important Developments in Fiduciary Income Tax," published inTax Notes and on the American Bar Association Section of Taxation's website for the years 2004 through 2006
  • "Katrina Emergency Tax Relief Act of 2005 (KETRA),"Washington D.C. Estate Planning Council Newsletter, Fall 2005
  • "Changes Relating to S Corporations and Noncash Charitable Contributions," Washington D.C. Estate Planning Council Newsletter, Fall 2004
  • "The American Jobs Creation Act of 2004 - Changes That May be Useful to You," Washington D.C. Estate Planning Council Newsletter, Fall 2004
HONORS

Listed in The Best Lawyers in America for Trusts and Estates (Woodward/White, Inc.), 2008 to the present.

2005-2006 ABA Section of Taxation John S. Nolan Fellow

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