Jeanne L. Newlon

Jeanne Newlon is a partner in the Tax and Wealth Planning group, concentrating on estate planning, business succession planning and charitable giving. Ms. Newlon works with her clients to ensure that their assets are used in accordance with their objectives, while employing tax-planning techniques that minimize estate and gift tax liability.

Ms. Newlon advises clients with respect to complex estate plans, specifically focusing on estate, gift and generation-skipping tax planning and the drafting of documents such as revocable trusts, wills, gift trusts, insurance trusts, charitable trusts (such as charitable lead trusts and charitable remainder trusts), grantor retained annuity trusts (GRATs) intrafamily loan agreements, family limited partnerships and limited liability companies and other business related documents.

Ms. Newlon also has experience in the administration of decedents’ estates as well as experience working with the IRS in the settlement of estate audits.

Activities
Ms. Newlon is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Counsel’s Fiduciary Income Tax Committee. She is also a member of the Washington, DC Estate Planning Council and serves as the Treasurer of the Council and formerly as a Director, Secretary and the Co-Chair of the Communications Committee and Co-Editor of the Council’s newsletter. She is also a member of the Northern Virginia Estate Planning Council.

She is a member of the American Bar Association Section of Taxation and is a former Chair of the Section’s Fiduciary Income Tax Committee. Prior to serving as Chair, Ms. Newlon served as the Vice Chair of the Fiduciary Income Tax Committee and the Subcommittee Chair for Important Developments, for which she prepared the current developments in fiduciary income tax report at the Tax Section meetings from May 2004 to May 2007. She also prepared The Tax Lawyer’s annual Important Developments Report during that time. Ms. Newlon was also selected by the Tax Section as a 2005-2006 John S. Nolan Fellow.

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 (DC and Northern Virginia).

Good to know

Areas of Practice 1) Tax and Wealth Planning, 2) Business Transactions Tax, 3) Tax Controversies and Litigation, 4) Tax Policy, 5) Tax-Exempt Organizations and 6) Wealth Planning
Law School The George Washington University Law School (J.D., 1996)
Education University of Florida (B.S.B.A., 1992)
Bar Member / Association District of Columbia Bar Association, Maryland State Bar Association, Virginia State Bar Association, Florida State Bar Association
Most recent firm Venable LLP
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