Jacob L. Geiermann

Associate

Washington, D.C.
T +1.202.861.1529
F +1.202.861.1783

Overview

Jacob strives to understand the unique needs and goals of his clients. As an attorney and CPA, Jacob is uniquely qualified to provide practical and tax efficient legal counsel to individuals, fiduciaries and nonprofit organizations.

*Licensed as a CPA in the State of North Dakota only.

Select Experience

Estate Planning and Administration

  • Jacob identifies, explains and implements comprehensive planning solutions to help his clients achieve their family, business and philanthropic goals. He assists fiduciaries with the proper administration of trusts and estates, and represents beneficiaries and fiduciaries when disputes arise.

Tax Compliance and Controversy

  • Jacob prepares gift and estate tax returns, and represents fiduciaries in tax audits and appeals.

Charitable Planning

  • Jacob advises clients on lifetime and testamentary charitable planning vehicles, including private foundations, donor advised funds, charitable lead trusts and charitable remainder trusts.
More »

Experience

Estate Planning and Administration

  • Jacob identifies, explains and implements comprehensive planning solutions to help his clients achieve their family, business and philanthropic goals. He assists fiduciaries with the proper administration of trusts and estates, and represents beneficiaries and fiduciaries when disputes arise.

Tax Compliance and Controversy

  • Jacob prepares gift and estate tax returns, and represents fiduciaries in tax audits and appeals.

Charitable Planning

  • Jacob advises clients on lifetime and testamentary charitable planning vehicles, including private foundations, donor advised funds, charitable lead trusts and charitable remainder trusts.

Nonprofit Organizations

  • Jacob advises new and existing nonprofit organizations on governance, tax, and regulatory compliance matters. He represents 501(c)(3) private foundations and public charities, 501(c)(4) social welfare organizations and 501(c)(6) business leagues and chambers of commerce.

Recognitions and Memberships

Recognitions

  • Great Plains Super Lawyers "Rising Star" (2018, 2019)

Memberships

  • ACTEC Foundation Dennis I. Belcher Young Leaders Program: Young Leader (2020 to 2022)
  • American Bar Association Real Property, Trust and Estate Law Section: Trust and Estate Fellow (2018  to 2020)

Admissions

  • U.S. Tax Court
  • District of Columbia
  • Minnesota
  • North Dakota

Education

  • LL.M., Taxation, Georgetown University Law Center, 2021, with distinction
  • J.D., University of North Dakota School of Law, 2013, cum laude
  • B.Acc., University of North Dakota, 2009, magna cum laude