Jeanne Newlon is a partner in the Tax and Wealth Planning group, concentrating on estate planning, business succession planning and charitable giving. Ms. Newlon works with her clients to ensure that their assets are used in accordance with their objectives, while employing tax-planning techniques that minimize estate and gift tax liability.
Ms. Newlon advises clients with respect to complex estate plans, specifically focusing on estate, gift and generation-skipping tax planning and the drafting of documents such as revocable trusts, wills, gift trusts, insurance trusts, charitable trusts (such as charitable lead trusts and charitable remainder trusts), grantor retained annuity trusts (GRATs) intrafamily loan agreements, family limited partnerships and limited liability companies and other business related documents.
Ms. Newlon also has experience in the administration of decedents' estates as well as experience working with the IRS in the settlement of estate audits.
Activities
Ms. Newlon is a Fellow of the American College of Trust and Estate Counsel (ACTEC). She is also a member of the Washington, DC Estate Planning Council and serves as the Secretary of the Council and formerly as a Director and the Co-Chair of the Communications Committee and Co-Editor of the Council's newsletter.
She is a member of the American Bar Association Section of Taxation and is the prior Chair of the Section's Fiduciary Income Tax Committee. Prior to serving as Chair, Ms. Newlon served as the Vice Chair of the Fiduciary Income Tax Committee and the Subcommittee Chair for Important Developments, for which she prepared the current developments in fiduciary income tax report at the Tax Section meetings from May 2004 to May 2007. She also prepared The Tax Lawyer's annual Important Developments Report during that time. Ms. Newlon was also selected by the Tax Section as a 2005-2006 John S. Nolan Fellow.
Ms. Newlon is also a member of the District of Columbia Bar Association Estate Planning and Probate, Trust and Estate Committees and involved in the Chi Omega Alumni Group (DC and Northern Virginia).
News
September 14, 2011, 75 Venable attorneys listed in The Best Lawyers in America® 2012
August 10, 2011, Five Venable attorneys listed among the top women lawyers in the Northeast
April 18, 2011, Jeanne Newlon selected as ACTEC Fellow
August 23, 2010, 65 Venable attorneys receive 2011 Best Lawyers honors
November 5, 2009, Best Lawyers recognizes 24 Washington-area Venable attorneys in Washington Post supplement
January 5, 2009, Four Venable partners recognized by Washingtonian magazine as area's top estate planners
August 25, 2008, Fifty-nine Venable Attorneys Earn Best Lawyers in America Honors
September 12, 2007, Fifty-five Venable Attorneys Earn Best Lawyers in America Honors
May 12, 2007, Chris Sega and Jeanne Newlon Appointed Chair and Vice Chair of ABA Section of Taxation Fiduciary Income Tax Committee
December 19, 2005, Venable LLP Promotes Twelve to Partner
Honors
AV® Peer-Review Rated by Martindale-Hubbell
Listed in Best Lawyers in America, Trusts and Estates Law, (Woodward/White, Inc.)
Selected as a 2005-2006 John S. Nolan Fellow of the American Bar Association Section of Taxation.
Publications
November 2011, Gifting and Other Tax Planning Opportunities in 2011
Jeanne L. Newlon
Tax Bulletin
February 14, 2011, Comments on the Foreign Account Tax Compliance Act ("FATCA")
Charles K. Kolstad, Jeanne L. Newlon
ABA Section of Taxation
October 2010, Gifting and other Tax Planning Opportunities in 2010
Kelly Moore Nowottnick, Jeanne L. Newlon, Sarah M. Johnson
Tax Bulletin
August 2010, Developments Involving Grantor Trusts
Jeanne L. Newlon
ALI-ABA Estate Planning Course Materials Journal
June 2010, State Income Taxation of Trusts
Jeanne L. Newlon
ALI-ABA Estate Planning Course Materials Journal
Spring 2008, IRS Announces that Substitution Power Does Not Cause Inclusion of Trust Property in Estate
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
Winter 2007, Tax Relief and Health Care Act of 2006 (P.L. 109-432)
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
Summer 2007, Only 'Unique' Costs Fully Deductible by Trusts and Estates under Proposed Regulations
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
Summer 2007, Proposed Regs Give Guidance on Inclusion of GRAT/GRUT in Grantor's Estate
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
Spring 2007, Revenue Ruling 2007-13-Transfer for Value Rules
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
Fall 2005, Katrina Emergency Tax Relief Act of 2005 (KETRA)
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
November 1, 2004, Changes Relating to S Corporations and Noncash Charitable Contributions
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
Fall 2004, The American Jobs Creation Act of 2004-Changes That May be Useful to You
Jeanne L. Newlon
Washington D.C. Estate Planning Council Newsletter
2004-2006, Important Developments in Fiduciary Income Tax
Jeanne L. Newlon
Tax Notes and on the American Bar Association Section of Taxation's website
Events/Speaking Engagements
Past Events
October 22, 2011, "Grantor Trust Roundup: Thoughts and Issues on Using Grantor Trusts" at ABA Section of Taxation and Section of Real Property, Trust & Estate Law Joint Meeting
Jeanne L. Newlon
September 27, 2011, "Preparing Your Middle-Market Company for a Sale," hosted by Venable LLP
Charles J. Morton, Jr., Joseph C. Schmelter, Jeanne L. Newlon, Brian J. O'Connor, Arthur E. Cirulnick
September 11, 2011, "Estate Planning in Divorce" at the 2011 ACTEC Mid-Atlantic Regional Meeting
Jeanne L. Newlon
February 23, 2011, "Predictions for 2011" for the Wealth Strategies Journal, Washington, DC
Jeanne L. Newlon
October 18, 2010, "State Income Taxation of Trusts" at the District of Columbia Bar
Jeanne L. Newlon, Jennifer Birchfield
June 2, 2010, "Developments in Grantor Trusts" at B'nai B'rith, Washington, DC
Jeanne L. Newlon
April 29, 2010, "What You Should Know about State Income Taxation of Trusts" telephone seminar for ALI-ABA
Jeanne L. Newlon
February 20, 2010, "Developments in Grantor Trusts," ALI-ABA Advanced Estate Planning Techniques Conference
Jeanne L. Newlon
February 18, 2010, "State Income Taxation of Trusts," ALI-ABA Advanced Estate Planning Techniques Conference
Jeanne L. Newlon
January 22, 2010, "Estate Tax Repeal of 2010: Uncertainty is an Understatement" at ABA Tax Section Meeting
Jeanne L. Newlon
August 2009, "Estate Planning for the Surviving Spouse" telephone seminar
Jeanne L. Newlon
June 2008, "Advance Estate Planning Update: Summer 2008" at the ALI-ABA Webcast with Virginia F. Coleman, Lawrence P. Katzenstein and Jeffrey N. Pennell
Jeanne L. Newlon
May 2008, "Estate Planning for S Corporations" at the American Bar Association Section of Taxation May Meeting
Jeanne L. Newlon
January 2008, "Recent Developments in Estate Planning for S Corporation Shareholders" at the ABA Section of Taxation 2008 Annual Meeting
Jeanne L. Newlon
October 2007, "Estate Planning for S Corporations" at the District of Columbia Bar Section of Taxation Estate Planning Committee meeting
Jeanne L. Newlon
May 2007, "Residency Rules in the District of Columbia, Maryland and Virginia" at the District of Columbia Bar Section of Taxation Estate Planning Committee meeting
Jeanne L. Newlon
2004-2007, "Recent Developments in Fiduciary Income Tax" at the American Bar Association Section of Taxation meetings
Jeanne L. Newlon
June 2003, "Estate Planning in a Low Interest Rate Environment" at the District of Columbia Bar Section of Taxation Estate Planning Committee meeting
Jeanne L. Newlon