The Greater Boca Raton Estate Planning Council
Speaker Dinner Meeting

Jeanne L. Newlon
Venable LLP
Washington, D.C.



“Grantor Trusts Planning Tips, Traps and Developments”



Jeanne helps clients design and implement wealth preservation and succession plans. With a focus on estate, gift, and generation-skipping tax planning, Jeanne ensures that clients' assets are transferred in line with their objectives. She advises on all stages of basic and complex estate planning, from drafting and structuring to implementation and administration, strategizing tax-efficient wealth management solutions tailored to satisfy each client's needs. She is experienced in the administration of decedents' estates and handling the settlement of estate and gift tax audits with the Internal Revenue Service (IRS).Jeanne regularly drafts a wide assortment of estate planning documents and trusts, including revocable trusts, wills, gift trusts, insurance trusts, charitable trusts (such as lead trusts and remainder trusts), and grantor retained annuity trusts (GRATs). She also handles intrafamily loan and family limited partnership agreements, limited liability agreements, and related business documents. As a member of a full-service firm, Jeanne has the backing of hundreds of attorneys who advise in a multitude of service areas, including tax, bankruptcy, litigation, intellectual property, and government policy. This positions her clients to tackle issues throughout the life cycle of their businesses, including matters related to liquidity, contributions to tax-exempt organizations, contested wills and other disputes, court filings, the forming of foundations, grant agreements, and political disclosures.