Jeanne L. Newlon

Partner
Newlon Jeanne

Jeanne Newlon 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.

Insights

Credentials
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Education

  • LL.M. Taxation with honors Georgetown University 1999
  • J.D. high honors George Washington University Law School 1996
    • Editor, The Environmental Lawyer
  • B.S.B.A. Finance University of Florida 1992
    • Omicron Delta Epsilon, Economics Honorary
    • Chi Omega Fraternity, Community Service Chair

Bar Admissions

  • District of Columbia
  • Maryland
  • Virginia
  • Florida

Professional Memberships and Activities

  • Fellow and State Chair, District of Columbia, American College of Trust and Estate Counsel (ACTEC)
  • Member, ACTEC's Fiduciary Income Tax Committee; Co-Chair, Committee's Back to Basics Subcommittee
  • Member and Past President, Washington, DC, Estate Planning Council; Co-Chair, Council Enhancements Committee; former Vice President, Treasurer, Secretary, and Director; former Co-Chair,
  • Communications Committee; former Co-Editor, Council newsletter
  • Member, Northern Virginia Estate Planning Council
  • Member, American Bar Association (ABA) Section of Taxation; former Chair and Vice-Chair, Fiduciary Income Tax Committee; former Subcommittee Chair for Important Developments, for which she prepared the current developments in fiduciary income tax report for the Tax Section meetings from May 2004 to May 2007; also prepared the Tax Lawyer's annual Important Developments Report
  • Member, District of Columbia Bar (DC Bar) Estate Planning and Probate, and Trust and Estate committees
  • John S. Nolan Fellow, ABA Section of Taxation, 2005 – 2006 

Recognition
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  • The Best Lawyers in America, Trusts and Estates Law, 2008 – 2024
  • The Best Lawyers Business Edition, Women in Law, Trusts and Estates, 2017 – 2019
  • Chambers High Net Worth, Private Wealth Law, Washington, DC, 2018 – 2023
  • Washingtonian
    • Top Lawyers, Trusts and Estates, Washington, DC, 2014 – 2022
    • Top Financial Advisor, Washington, DC, 2018 – 2022
    • Top Wealth Adviser Hall of Fame, Estate Attorneys, 2023
  • Expert Guides
    • Trusts and Estates Practitioners, 2014
    • Women in Business Law, 2014
  • Martindale-Hubbell, AV® Peer Review Rated
  • Super Lawyers, Washington, DC, 2014 – 2023

Community
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Volunteerism

  • Member, Chi Omega Alumni Group, DC and Northern Virginia
  • Member, Advisory Board, Eta Lambda Chapter, Chi Omega Fraternity at American University, where she serves as a financial advisor