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Jeffrey A. Kolender
Principal
(301) 951-9340
(301) 654-0165 fax
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Jeffrey A. Kolender chairs the firm’s Estate Planning and Estate/Trust Administration practice groups. He concentrates primarily in those areas and also advises small businesses in tax business planning.
A former chairman of the Estates and Trusts Section of the Montgomery County Bar Association, Mr. Kolender has participated as lecturer and co-author of outlines for several continuing legal education seminars regarding estate planning. His topics have included “Advising Clients About Transfers to Children and Grandchildren–Tax and Practical Considerations,” “Basic Estate Planning for the Small to Mid-Sized Estate,” “How to Give Away the Store: Succession Planning For Business Owners,” “Estate Planning for the Wealthy Client” and “Irrevocable Life Insurance Trusts-Traps for the Unwary.”
Mr. Kolender is currently a member of the Montgomery County Foundation Planned Giving Committee. He formerly was a member of the Planned Giving Committee of the Hebrew Home of Greater Washington and the Board of Governors of B’nai Israel Congregation, and was also a Vice President of B’nai Israel Congregation.
Mr. Kolender was named a Super Lawyer in 2011 in Estate Planning and Probate for both Maryland and D.C., and was also recognized by Bethesda Magazine as one of the top estate lawyers in the area.
Prior to joining the firm, Mr. Kolender was a tax law specialist at the Bureau of National Affairs, where, among other things, he was the technical editor of the Tax Management Estate Gifts and Trusts Journal. He also assisted in the writing, editing and publication of Tax Management’s analysis of the many legislative changes in the tax area, most notably those brought about by the Tax Reform Act of 1986. In addition, he was a co-editor of the Wills, Trusts and Estates Section, Annual Review of Maryland Case Law and has co-authored several articles of interest in the tax and estate planning area.
Mr. Kolender received his B.A. degree from Emory University, his J.D. from the University of South Carolina and his LL.M. in taxation from George Washington University in Washington, D.C. He is a member of the Maryland and District of Columbia bars, the Taxation and Estates Sections of the D.C. Bar and a member of the American Bar Association
Education
LL.M. in Taxation, George Washington University National Law Center, 1984
J.D., University of South Carolina School of Law, 1983
B.A., Emory University, 1980
Publications
“Advising Clients About Transfers to Children and Grandchildren – Tax and Practical Considerations” (Outline Co-Author)
“Basic Estate Planning for the Small to Mid-Sized Estate” (Outline Co-Author)
“Estate Planning for the Wealthy Client” (Outline Co-Author)
“Irrevocable Life Insurance Trusts–Traps for the Unwary” (Outline Co-Author)
Speeches & Presentations
Lecturer, “Advising Clients About Transfers to Children and Grandchildren – Tax and Practical Considerations”
Lecturer, “Basic Estate Planning for the Small to Mid-Sized Estate”
Lecturer, “Estate Planning for the Wealthy Client”
Lecturer, “Eight Greatest Estate Planning Techniques in Maryland”
Lecturer, “Irrevocable Life Insurance Trusts–Traps for the Unwary”