|11 N. Washington Street Suite 620|
Rockville, Maryland 20850
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.
Trinity College (B.A., 1973)
Temple University (J.D., 1977)
Georgetown University (LL.M.,Taxation, 1981)
District of Columbia
U.S. District Court, Eastern District of Virginia
U.S. Court of Appeals, 4th Circuit
U.S. Tax Court
Maryland State Bar Association
The District of Columbia Bar
The Virginia State Bar
American Bar Association
Bar Association of Montgomery County
Fairfax County Bar Association
Estate Planning Council of Suburban Maryland (1992-present)
Montgomery County Community Foundation, Board of Directors (1997-2002)
National Academy of Elder Law Attorneys
Montgomery/Prince George's County Tax Study Group
Co-Author, J.K. Lasser’s “Year Round Tax Strategies” (1989-2004)
Suburban Hospital, Planned Giving Committee (2012-present)
Best Lawyers (2013-2018)
Maryland Super Lawyers magazine
Washington, D.C. Super Lawyers magazine
Martindale-Hubbell, AV Preeminent peer review rating