- Designed and implemented tax-advantageous estate planning, wealth transfer, and charitable planning strategies for a variety of domestic and international clients.
- Counseled fiduciaries on intricate tax, probate, estate, and trust administration matters.
- Advised tax-exempt public charities and private foundations on a range of issues, including corporate formation and governance, obtaining and maintaining tax-exempt status, compliance with federal tax reporting and charitable solicitation registration requirements, and responding to IRS audits.
- Represented hospitals, schools, other non-profit organizations (QALICBs), and community development entities (CDEs) in federal New Markets Tax Credit (NMTC) financings for real estate redevelopment projects.
- Designed and effectuated preferred organizational structures for hospital systems and other health care entities to optimize tax and governance outcomes in M&A transactions and internal restructurings.
Partner,
- Phone: +1 404 881 4296
- Email: jake.kaplan@alston.com
Jake develops personalized strategies that minimize taxes for his clients and their businesses. His efficient approach guides families, health care systems, and other tax exempt organizations through the nuanced tax laws and regulations that govern them.
Jake Kaplan is a partner with Alston & Bird’s Wealth Planning and Exempt Organizations Group. He focuses his practice in the areas of estate planning, exempt organizations, New Markets Tax Credit (NMTC) financings, health care restructurings, mergers and acquisitions, and federal taxation. Jake draws on his rich and varied experiences to benefit a diverse group of clients whose needs often overlap across Jake’s areas of expertise. He advises individuals, families, and fiduciaries on tax issues, estate planning strategies, philanthropic plans, and estate administration procedures and best practices. Jake counsels exempt organizations on myriad specialized tax, governance, formation, and operational issues. He represents hospitals, schools, other exempt organizations, and community development entities in federal NMTC financings that help non-profits fund important real estate redevelopment projects and working capital needs. He also counsels health care clients on a range of tax and governance issues, with significant experience designing and implementing organizational structures for such clients in M&A transactions and internal restructurings.
Jake has been listed three times in “Ones to Watch” by The Best Lawyers in America© for Trusts & Estates Law and twice as an “Associate to Watch” by Chambers HNW in Private Wealth Law.
Jake earned his J.D. and M.B.A., with high honors, from Emory University, where he was elected to the Order of the Coif.
Bar Admissions
- Georgia
Education
- Emory University (J.D., 2014)
- Emory University (M.B.A., 2014)
- Brandeis University (B.A., 2008)
Memberships
- Novogradac & Company, New Markets Tax Credits (NMTC) Working Group
- International Bar Association, Private Client Tax Committee
- Atlanta Bar Association, Estate Planning & Probate Section, treasurer
- State Bar of Georgia, Nonprofit Law Section, immediate past chair; Fiduciary Law Section, Forms Committee
- Cristo Rey Atlanta Jesuit High School, board of visitors
- Charles Loridans Foundation, secretary (2017–2020)
- Georgia Planned Giving Council, director (2016–2022)
- Atlanta Estate Planning Council
- Atlanta Tipoff Club (Naismith Trophy), board of directors
Court Admissions
- U.S. Tax Court