- 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.
合夥人,
Jake develops tax minimization strategies for families and tax-exempt organizations. Individuals come to Jake for estate and tax planning, while organizations seek Jake’s counsel on tax, governance, regulatory, and New Markets Tax Credit issues.
Jake Kaplan is a partner with Alston & Bird’s Federal & International Tax Group and co-leads the firm’s Tax Credit Transactions Team. He focuses his practice in the areas of estate planning, exempt organizations, and New Markets Tax Credit (NMTC) financings. 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 organizations on myriad specialized tax, governance, formation, and operational issues. As co-leader of Alston & Bird’s Tax Credit Transactions Team, he also represents hospitals, schools, other organizations, and community development entities in federal NMTC financings that help organizations fund important real estate redevelopment projects and working capital needs.
Jake is recognized as “One to Watch” by The Best Lawyers in America® for Trusts & Estates Law and Tax 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
- Novogradac & Company, New Markets Tax Credits (NMTC) Working Group
- International Bar Association, Private Client Tax Committee
- Atlanta Bar Association, Estate Planning & Probate Section, chair
- State Bar of Georgia, Nonprofit Law Section, 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
- Atlanta Bar Association, Estate Planning & Probate Section, chair
Court Admissions
- U.S. Tax Court