Principal
CurrentJonathan represents donors and tax-exempt organizations in Maryland and the District of Columbia, but he also represents individuals, families, and charitable and other tax-exempt organizations on a national basis for federal tax matters. His advice is often sought by families (and their advisors) who desire to integrate philanthropy into their estate planning, and by charitable organizations with respect to contributions and other funding opportunities, such as assisting charities in accepting… Show more Jonathan represents donors and tax-exempt organizations in Maryland and the District of Columbia, but he also represents individuals, families, and charitable and other tax-exempt organizations on a national basis for federal tax matters. His advice is often sought by families (and their advisors) who desire to integrate philanthropy into their estate planning, and by charitable organizations with respect to contributions and other funding opportunities, such as assisting charities in accepting gifts of sophisticated assets or through sophisticated gift planning vehicles. Jonathan also represents these clients in legislative and regulatory tax matters at all levels of the federal and state government. To learn more go to www.ackermanlaw.netJonathan represents long established charities regarding governance and compliance issues, but also assists individuals and families in structuring and creating charitable organizations to meet their own personal estate and philanthropic planning goals. He also has extensive experience in creating, reforming and terminating a variety of charitable remainder and lead trusts.Jonathan has assisted families in structuring their estate plans for federal and state tax and non-tax purposes, including the creation of Wills, trusts, economic powers of attorney and heath care directives. He has also assisted families in dealing with the estate administration process when a family member has passed, including the filing of all necessary documents with the relevant County Register of Wills, the filing of relevant Maryland and federal estate tax returns, when needed, and the final distribution of an Estate’s assets to its beneficiaries. Show less
