Ann G. Jakabcin

Ann G. Jakabcin

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Rockville, MD

Stein Sperling Bennett De Jong Driscoll PC
 | 1101 Wootton Pkwy, Suite 700
Rockville, MD 20850
Phone: 301-838-3209
Fax: 301-354-8109
Selected To Super Lawyers: 2007 - 2021
Licensed Since: 1986
Practice Areas:
  • Estate Planning & Probate (90%),
  • Tax: Consumer (10%)
    Attorney Profile

    In her more than 30 years at Stein Sperling, Ann Jakabcin has established a sterling reputation for her meticulously crafted estate and lifetime wealth planning work. Ann focuses her practice on estate planning and administration for large and small estates and trusts, and on accumulated wealth preservation for individuals and families.

    Ann takes pride in her keen ability to translate complicated legal concepts into clear, understandable information. She is deeply committed to her clients as individuals with distinct needs. Her personal approach not only eases clients’ minds but also helps Ann build long-lasting relationships that often span generations, leading to a deep understanding of her clients’ long-term goals.

    Highly respected by clients, financial advisors, insurance representatives, accountants, and peers for her decades of experience in and intricate knowledge of tax laws and estate planning strategy, Ann has received numerous accolades from Maryland and D.C. legal and continuing education groups.

    About Ann Jakabcin

    Admitted: 1986, Maryland

    Professional Webpage: https://steinsperling.com/attorneys/ann-jakabcin/

    Honors/Awards:

    • Best Lawyers (2013-2021)
    • Maryland Super Lawyer (2007-2021)
    • Washington, D.C. Super Lawyers 
    • Martindale-Hubbell, AV Preeminent peer review rating

    Bar/Professional Activity:

    • Bar Association of Montgomery County
    • Maryland State Bar Association
    • The District of Columbia Bar
    • The Virginia State Bar
    • J.K. Lasser’s “Year Round Tax Strategies” (1989-2004); Co-Author
    • Montgomery County Community Foundation, Board of Directors (1997-2002)
    • Montgomery/Prince George's County Tax Study Group
    • National Academy of Elder Law Attorneys

    Pro bono/Community Service:

    • Planned Giving Committee, Suburban Hospital, Bethesda, Maryland

    Scholarly Lectures/Writings:

    • 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
    • “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
    • 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
    • Ann Jakabcin quoted in “Estate planning mistakes to avoid”, 2013
    • Ann Jakabcin quoted in “To gift or not to gift?” article in Gazette Seniors, 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, 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 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
    • 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
    • "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
    • 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
    • "Cost of Dying in Maryland", Author, Stein Sperling Client Alert, 2016
    • "Probate in Virginia, Maryland and DC" presented to financial professionals, Speaker, 2015
    • "Planning for Later Years: A Focus on Long-term Care Insurance", Charles E. Smith Life Communities, 2015
    • "Intigration of Retirement Plans and Individual Retirement Funds into Estate Plans", Speaker, Association Of Practicing CPAs, 2015
    • 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
    • CLE, Speaker, Income & Estate Tax Consequences of Retirement Plans, 2016

    Educational Background:

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

    1101 Wootton Pkwy
    Suite 700
    Rockville, MD 20850

    Ann G. Jakabcin:

    Last Updated: 12/14/2020

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