About

At Shulman Rogers, Jay leads the Firm's Trusts and Estates Department and serves on the Firm's Board of Directors.  His 25+ years of advising clients have given him a great understanding of family dynamics, enabling him to offer a personalized, unique assessment based upon each family's specific needs.  With his legal focus exclusively on planning for the future, Jay excels in the area of sophisticated trust and estate planning, using proven techniques to minimize estate and gift taxes and assist with transitioning wealth to the next generation.  He has significant experience in the use of charitable entities to minimize income and estate taxes.In the legal community, he chairs the Estates and Trusts section of the Bar Association of Montgomery County, Maryland and serves on the Section Council of the Maryland State Bar Association's Trusts and Estates Section. Through the years, Jay has chaired the Planned Giving Committee of the Hebrew Home of Greater Washington, and served on the Board of Directors of Montgomery Hospice and the American Red Cross - National Capital Chapter. 

Practices Areas

Estate Planning

Probate

Elder Law

Language

English

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