An experienced estates and trusts lawyer, Jack advises a large and diverse group of wealthy clients in estate and trust planning and administration, as well as related tax and business planning issues. His practice includes all aspects of trusts and estates law, including estate planning; advising clients on estate, gift, GST and income tax issues; drafting trusts and other sophisticated planning vehicles; advising trustees and personal representatives; preparing tax returns; administering estates; planning for retirement assets; planning for business succession and other issues for closely held businesses; charitable gift planning; fiduciary litigation and related areas.

Jack is a former managing director of the Trust Advisory Group at Legg Mason Investment Counsel & Trust Company, where he supervised the corporate trustee, wealth advisory and custody functions of the organization.

He is a frequent author and speaker on estate and trust planning matters.

Court of Appeals of Maryland

University of Virginia School of Law, J.D., 1990

Syracuse University, B.A., magna cum laude, 1985

Honors Program

Phi Beta Kappa

American Bar Association

Section of Real Property, Probate and Trust

Section of Taxation

American College of Trust and Estate Counsel

Fellow, 2003-present

Baltimore Estate Planning Council

Board of Directors, 2005-present

Treasurer, 2009-2010

Maryland State Bar Association

Estate and Trust Law Section

Chair, 2008-2009

Program Chair, 1999-2008

Estate and Gift Tax Study Group

Listed in Maryland Super Lawyers, Estates Planning & Probate, 2008-2010

Presenter, "Planning for the Married Couple: Making Sure the Bypass Trust is Funded at the First Death," MACPA Chesapeake Tax Conference, 2009

Presenter, "GRITs; GRATs; Qualified Personal Residence Trusts; Generation Skipping Trusts; Generation-Skipping Transfer Tax," Using & Drafting Trusts in Estate Planning, MICPEL, 2009; 2007; 2005; 2003

Presenter, "Estate Planning in a Low Interest Rate Environment," Garrett Financial Planning Network, 2008

Presenter, "2008 Maryland Legislation Affecting Estates and Trusts Practice," MICPEL Advanced Estate Planning Institute; Maryland State Bar Association Estate and Gift Study Group; Frederick Estate Planning Council, 2008

Author, "IRS Provides Guidance on Return Preparer Penalties," Estate Planning Report, 2008

Author, "2008 Tax Law Changes," Estate Planning Report, 2008

Author, "IRS Proposes Regulations on Miscellaneous Itemized Deductions for Trusts and Estates," Estate Planning Report, 2007

Presenter, "Uniform Trust Code Highlights," Estate and Gift Tax Study Group, Maryland State Bar Association, 2007

Author, "The New IRA Charitable Rollover," Vantage Point, 2006

Author, "A Matter of Trust: Using Trusts to Preserve, Protect and Pass On Assets," Vantage Point, 2006

Author, "MICPEL Advanced Estate Planning Institute," Estate and Trust Law Section Newsletter, 2005

Author, "Estate Planning While You Wait," Vantage Point, 2005

Managing Director, Trust Advisory Group, Legg Mason Investment Counsel & Trust Company, N.A.

Partner, Venable, LLP