Jacob L. Kaplan

• 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 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 responses to IRS audits.
• 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.
• Assisted nonprofit organizations in securing tax credit financing under the federal New Markets Tax Credit (NMTC) program.
• Prepared an IRS-compliant COVID-19 major-disaster leave bank policy for a private nonprofit college.

Jake Kaplan is a senior associate with Alston & Bird’s Wealth Planning and Exempt Organizations Group. He focuses his practice in the areas of exempt organizations, estate planning, new markets tax credit transactions, health care restructurings, mergers and acquisitions, and federal taxation.

Jake has been listed in “Ones to Watch” by The Best Lawyers in America© for Trusts & Estates 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. While at Emory, Jake served as executive special projects editor and symposium editor for the Emory Bankruptcy Developments Journal and received Dean’s Awards in Fundamentals of Income Taxation, Bankruptcy, and Contract Drafting. Jake received his B.A. in economics, cum laude, from Brandeis University.

Before attending law school, Jake worked as an economic and business consultant for Booz Allen Hamilton in Washington, D.C.

Bar Admissions

• Georgia

Education

• Emory University (J.D., 2014)
• Emory University (M.B.A., 2014)
• Brandeis University (B.A., 2008)

Memberships