Ann G. Jakabcin

Ann G. Jakabcin

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Rockville, MD

Stein Sperling Bennett De Jong Driscoll PC
 | 25 West Middle Lane, Rockville, MD 20850
Phone: 301-838-3209
Selected to Super Lawyers: 2007 - 2018
Licensed Since: 1986
Practice Areas:
  • Estate Planning & Probate (90%),
  • Tax: Consumer (10%)
Attorney Profile

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 tax background 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.

With over 30 years of experience, Ann is highly respected by clients and peers alike. She has been recognized since 2007 by Maryland and DC Super Lawyers magazines, and in 2011 they named her among the Top 25 Female Attorneys in Maryland and among the Top 50 Female Attorneys in Washington, D.C. Ann also received the prestigious Excellence in Education Award from PESI, LLC, a leading organization that presents continuing education seminars. A frequent speaker and educator on various estate planning topics, she has addressed audiences including the Association of Practicing Certified Public Accountants, the Maryland Society of Accountants, and the American Society of Women Accountants, as well as groups of financial professionals and local community members.

Outside of Stein Sperling, Ann’s strong skills with numbers and strategic planning are put into play with her local bridge club, where she has been a regular for nearly 30 years.

About Ann Jakabcin

Admitted: 1986, Maryland

Professional Webpage: http://steinsperling.com/our-people/p/jakabcin

Honors and Awards:

  • Best Lawyers
  • Martindale-Hubbell, AV Preeminent peer review rating

Bar/Professional Activity:

  • Suburban Hospital, Planned Giving Committee (2012-present)
  • Montgomery/Prince George's County Tax Study Group
  • Co-Author, J.K. Lasser’s “Year Round Tax Strategies” (1989-2004)
  • National Academy of Elder Law Attorneys
  • Montgomery County Community Foundation, Board of Directors (1997-2002)
  • Estate Planning Council of Suburban Maryland (1992-present) Executive Committee (1994-1999) President (1997-1998)
  • Fairfax County Bar Association
  • The Virginia State Bar
  • American Bar Association
  • The District of Columbia Bar
  • Maryland State Bar Association
  • Bar Association of Montgomery County

Pro bono/Community Service:

  • Planned Giving Committee, Suburban Hospital, Bethesda, Maryland

Scholarly Lectures and Writings:

  • CLE, Speaker, Income & Estate Tax Consequences of Retirement Plans, 2016
  • Five Stein Sperling estates and trusts attorneys will be speaking on estate planning to the Maryland Society of Accounting and Tax Professionals (MSATP) on Tuesday, June 21, 2016, in Towson, Maryland. Ann Jakabcin, Steve Widdes, Adam Abramowitz, Caroline Bonaviri and Micah Bonaviri will present on the following six topics: Current Key Estate Planning Issues and Relevant DocumentsWhat Accounting Professionals Should Know about Estate & Trust Administration in MarylandThe Importance of How Assets Are Titled in a Litigious EnvironmentPlanning for and Around Portability in Light of the Larger Estate Tax ExemptionPlanning for Second Marriages (including Prenuptial Agreements)What the Accountant Needs to Consider for the Wealthy Client, Speaker, Maryland Society Of Accounting And Tax Professionals, 2016
  • Estates and Trusts attorneys Ann Jakabcin and David Torchinsky are included among the presenters for the Association of Practicing Certified Public Accountants (APCPA) Estate Day in Rockville, Maryland, on Thursday, October 20. Ann Jakabcin will be presenting on the duties and responsibilities of fiduciaries, including the requirements in the Maryland Trust Act.  , Speaker, Duties and Responsibilities of Fiduciaries, Association Of Practicing Certified Public Accountants, 2016
  • "Cost of Dying in Maryland", Author, Stein Sperling Client Alert, 2016
  • "Intigration of Retirement Plans and Individual Retirement Funds into Estate Plans", Speaker, Association Of Practicing CPAs, 2015
  • "Planning for Later Years: A Focus on Long-term Care Insurance", Charles E. Smith Life Communities, 2015
  • "Probate in Virginia, Maryland and DC" presented to financial professionals, Speaker, 2015
  • Ann Jakabcin, David Torchinsky and Caroline Ford will present a seminar on Maryland estate and gift tax law.   The seminar will cover the following topics: Gift Tax, Estate Tax, and Fiduciary Income Tax Issues Using Roger Wells Case Study to Illustrate Application of Tax Principles: Gift Taxation Using Roger Wells Case Study to Illustrate Application of Tax Principles: Estate Taxation Estate Tax Implications of Trusts Using Roger Wells Case Study to Illustrate Application of Tax Principles: Estate Taxation, Ann Jakabcin, David Torchinsky and Caroline Bonaviri to present on Maryland estate and gift tax law, 2013
  • Ann Jakabcin will lead a session on "Estate Planning for Non-Traditional Households" for attendees of the Association of Practicing Certified Public Accountants' Estate Day on Thursday, October 24, 2013. Her presentation will also specifically address the impact of the June 2013 Supreme Court's rulings on United States v. Windsor with regard to income taxes, estate taxes, immigration, Social Security, Veterans Administration and pension benefits. Below is an brief outline of topics Ms. Jakabcin will cover in her presentation. Brief History of the Defense of Marriage Act ("DOMA"), including facts and impact of the United States v. Windsorcase Tax Implications of Repeal of Section 3 of DOMA (Rev. Rul. 2013-17) Income Tax Implications of Windsor and All That Follows Estate Implications of Windsor and All That Follows Maryland Probate Issues after WindsorMaryland Estate and Inheritance Tax Issues after WindsorDistrict of Columbia Estate Tax Issues after WindsorVirginia Estate Tax Issues after WindsorTax Planning Options after WindsorNon-Tax Issues after Windsor, including employee benefits, Social Security Administration, Veterans Administration and immigration, Ann Jakabcin to speak on Estate Planning for Non-Traditional Households, 2013
  • Ann Jakabcin quoted in “To gift or not to gift?” article in Gazette Seniors, 2013
  • Ann Jakabcin quoted in “Estate planning mistakes to avoid”, 2013
  • Estate planning requires just that — planning. Whether you are a parent of young children or nearing retirement, end-of-life planning is a vital process to ensure your assets are protected and your wishes are known. This seminar will discuss basic principles of estate planning, as well as recent changes to the law, all of which may affect physicians’ approaches to estate planning. Topics covered will include: State and Federal Estate and Gift Tax Exemptions — Current Levels and Future Directions Special Considerations for Gifting in 2012 Asset Protection — Titling and Related Considerations Retirement Plan Distributions and Beneficiary Designations, Essential Estate Planning for Physicians Seminar, 2012
  • "The Complete Trust Course" is designed to help you through the decision maze and help your clients achieve their desired outcome with their estate plan. This course covers an extensive topical outline and provides valuable supporting course materials, including sample forms you can use as a guide for your practice., David De Jong and Ann Jakabcin to speak at The Complete Trust Course, 2012
  • Don Sperling and Ann Jakabcin to present "Contingency Planning Seminar" to the Maryland Society of Accountants. Attendees will learn how to evaluate the current business operation and how they can be better prepare themselves and their clients to protect their assets and maintain operations before, during and after a major disaster (Health, Life or Act of God). The seminar will cover: A Durable Power of Attorney for financial issues The planning steps for business survivability How and why businesses should prepare for a disaster Documenting the business continuity plan, Don Sperling and Ann Jakabcin to present “Contingency Planning Seminar”, 2012
  • Ann Jakabcin will be presenting "Integrating Retirement Plans into an Estate Plan" as part of a CPE Update course.  This intermediate level course will provide attendees with 4 CPE hours of credit., Ann Jakabcin to present “Integrating Retirement Plans into an Estate Plan”, 2012
  • Ann Jakabcin and Steve Widdes will present "Practical Estate Planning - Preparing for Incapacity and Death" at the 2012 Elder Law Symposium. This free event, which is titled "Navigating the Elder Care Maze: What You Need to Know about the Legal Issues Facing Older Adults and Their Caregivers," is organized by fellows of the Maryland State Bar Association's Leadership Academy.  The full day symposium covers topics such as when to hire an attorney for an elder law issue, estate planning, cost of care (including Medicare), and preventing fraud and abuse directed at the elderly. In their 55-minute presentation, Ms. Jakabcin and Mr. Widdes will cover the following topics: Key documents necessary for a good estate plan What happens in Maryland if one dies without a Will? What are the primary considerations to having a proper Will prepared? Naming of a Personal Representative (Executor) and a back-up What is the relevance of a Revocable Trust and is it necessary in Maryland? How does a Durable Power of Attorney work and what is the role of the Statutory Power? Explanation of the Advance Medical Directive and the key questions to address Selection of the right agent for Power of Attorney and Directive (as well as alternates) Getting organized to ensure you have left proper information and documentation in the event of a death or disability Key terms and roles of the various fiduciaries, Ann Jakabcin and Steve Widdes to speak at MSBA Elder Law Symposium, 2012
  • “2013, party over – oops, out of time!” As professionals in the financial services or insurance industry know, as each day passes, opportunities dwindle for Congress to act to preserve the current $5.12 million federal estate and gift tax exemptions.  This has led to months of discussion among such professionals and months of uncertainty for their clients. There are unique, yet time-sensitive, advantages to creating or updating plans before December 31, 2012. This seminar will address the practical, legal and tax considerations of making gifts this year, including: Available gifting opportunities and techniques before 2013, such as Intentionally Defective Grantor Trusts (IDGTs), Grantor-Retained Annuity Trusts (GRATs) and Spousal Lifetime Access Trusts (SLATs); Valuation techniques and discounts associated with year-end gifting; and Possible consequences if the federal government does NOT act to preserve current gift and estate tax exemptions before December 31, 2012., Party Like It's 2012! Taking Advantage of Estate Planning and Tax Benefits before Time Runs Out, 2012

Educational Background:

  • Temple University School of Law (JD, 1977)
  • Georgetown University (LL.M.,Taxation, 1981)
  • Trinity College (B.A., 1973)
Office Location for Ann G. Jakabcin

25 West Middle Lane
Rockville, MD 20850

 

Ann G. Jakabcin:

Last Updated: 5/4/2018

Page Generated: 0.37474298477173 sec