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 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 and working capital 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.

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 is recognized as “One to Watch” by The Best Lawyers in America^© for Trusts & Estates Law and “Up and Coming” by Chambers High Net Worth 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.

律師資格

• Georgia

學歷

• Emory University (法學博士, 2014)
• Emory University (M.B.A., 2014)
• Brandeis University (學士學位, 2008)

Memberships