West & Feinberg P.C.

West & Feinberg P.C.

  • 4550 Montgomery Ave Ste 775N
  • Bethesda, Maryland
  • 20814

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Description

(301) 951-1583 | sjacobson@wflaw.com | Vcard Steve Jacobson has been practicing for more than twenty five years in the fields of tax, estate planning, estate administration, and business and commercial transactions. Mr. Jacobson has a depth of experience in advising and counseling professional corporations, and represents a broad spectrum of closely-held businesses in their corporate and tax planning matters.

(301) 951-1500 | egloger@wflaw.com | Vcard Ms. Gloger provides sophisticated estate planning services to an expansive range of clients in the metropolitan area and has a wide breadth of experience working with traditional and nontraditional families and individuals of all ages from young professionals to great-grandparents, and with family business owners over multiple generations. Erica designs, drafts and implements estate plans to meet each client's needs while minimizing estate, inheritance, gift and generation-skipping transfer taxes and maintaining positive family relationships.

(301) 951-1500 | lstern@wflaw.com | Vcard Larry Stern has over twenty years of experience in the areas of business, tax, estate planning, and estate administration. Mr. Stern represents a variety of closely-held business entities, including many professional practices and technology companies. He advises them on issues ranging from determining the appropriate choice of entity to various contract and tax issues that arise, works with them on preparing shareholders and buy-sell agreements and employment agreements, and assists them in the sale process.

At the inception of a business, we are able to assist with choice of entity issues, entity formation, and negotiating and preparing an agreement among the principals of the business. We also advise businesses on ongoing operational issues such as employment matters, review and negotiation of commercial leases, dispute mediation, and financing. When it comes time to sell your business, or if you are considering purchasing a business, we have substantial experience in structuring mergers and acquisitions.

Services that we provide in the estate planning area include the preparation of Wills, Revocable Trusts, Irrevocable Trusts, Generation-Skipping Trusts, Charitable Lead and Remainder Trusts, Grantor Retained Annuity Trusts, and Qualified Personal Residence Trusts. We also prepare and assist in implementing family limited liability companies. As part of the estate planning process, we prepare Advance Medical Directives and Financial Powers of Attorney, enabling clients to designate an agent to act for them in the event of incapacity.

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