For the past 35 years, Jonathan has developed considerable experience in the areas of tax-exempt organizations, charitable gift planning, estate planning and estate administration, federal and state taxation, IRS practice and procedure, real estate and business formations and transactions.

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Charities and Charitable Gift Planning - Jonathan represents donors and tax-exempt organizations in Maryland and the District of Columbia, but he also represents individuals, families, and charitable organizations on a national basis for federal tax matters. His advice is often sought by families (and their advisors) who desire to integrate philanthropy into their estate planning, and by charitable organizations with respect to contributions and other funding opportunities, such as assisting charities in accepting gifts of sophisticated assets or through sophisticated gift planning vehicles. Jonathan also represents these clients in legislative and regulatory tax matters at all levels of the federal and state government.

Jonathan represents long established tax-exempt organizations regarding their governance, compliance and funding issues, but he also assists individuals and families in structuring and creating charitable organizations to meet their own personal estate and philanthropic planning goals. He also has extensive experience in creating, reforming and terminating a variety of charitable remainder and lead trusts.

Estate Planning and Administration - Jonathan has assisted families in structuring their estate plans for federal and state tax and non-tax purposes, including the creation of Wills, trusts, economic powers of attorney and heath care directives. He has also assisted families in dealing with the estate administration process when a family member has passed, including the filing of all necessary documents with the relevant County Register of Wills, the filing of relevant Maryland and federal estate tax returns, when needed, and the final distribution of an Estate’s assets to its beneficiaries.

Business Transactions - He has assisted clients in creating a variety of business entities, and in selling or purchasing those businesses (stock and assets), or in a corporate redemption. He has worked on financing transactions, and prepared buy-sell or shareholder's agreements between corporate shareholders, partners of a partnership, and members of a limited liability company, and has structured business succession plans.

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Speaker & Author – He has presented many speeches on the topics of charitable gift planning and tax-exempt organizations and has published articles in The Journal of Gift Planning, the Planned Giving Design Center, Charitable Gift Planning News, the American Bankers Association Journal, the Southeast Regional Wealth Management Magazine, the Maryland State Bar Journal, and has recently been named to the Editorial Review Board of Planned Giving Today.

Volunteer Activities – Jonathan was the 2002 President of the National Committee on Planned Giving (NCPG - previously known as the Partnership for Philanthropic Planning (PPP) and now known as the National Association of Charitable Gift Planners (CGP)) and was a member of the NCPG Board of Directors. He was Chair of the 2000 NCPG Conference Committee and served on NCPG's Government Relations Committee. Jonathan recently served on the PPP Board of Directors and, at that time, was a Co-Government Relations Advisor to the Board. Locally, he was a President and Director of the Chesapeake Planned Giving Council and served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations. He has worked extensively on a pro bono and volunteer basis with various charities.

CURRICULUM VITAE

ADDRESS:	6 Park Center Court, Suite 102 Owings Mills, Maryland 21117
PHONE NUMBER AND EMAIL:	(410) 363-1187 (410) 581-0123 - facsimile jonathan@ackermanlaw.net - e-mail www.ackermanlaw.net - website

EDUCATION:

Institution	Degree	Year
Georgetown University Law Center	M.L.T. (Master of Laws in Taxation)	1985
University of Baltimore School of Law	J.D.	1983
University of Maryland, College Park	B.A., Double Major Economics & Government and Politics	1978

 

EDUCATIONAL HONORS: Omicron Delta Kappa; Mortar Board; Phi Kappa Phi

ADMITTED TO: Maryland Bar (1984), District of Columbia Bar (2004), U. S. Tax Court (1985)

OTHER PROFESSIONAL AFFILIATIONS AND HONORS: