Jacob L. Geiermann

Associate

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

Overview

Jacob Geiermann is an estate planning attorney who strives to understand the unique needs of his clients. His estate planning and tax law background allows him to provide practical and tax efficient legal counsel. 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.

*Not admitted in the District of Columbia, admitted in Minnesota and North Dakota. Practicing pursuant to D.C. Rule 49(c)(8) under the direct supervision of Edward Jay Beckwith during pendency of application for admission to the District of Columbia.

Select Experience

  • Advised clients on tax and non-tax consequences of estate planning, charitable giving and multi-generation business succession. Drafted wills and trusts, including revocable, credit shelter, Clayton QTIP, disclaimer, generation-skipping, irrevocable life insurance, charitable lead, charitable remainder, qualified terminable interest, qualified personal residence, supplemental needs, intentionally defective grantor, and grantor-retained annuity.
  • Created and advised business entities, including limited liability companies, corporations and partnerships. Drafted operating agreements, buy-sell agreements, contracts, deeds, leases, and purchase and restructure agreements.
  • Advised trust and estate clients on various tax matters, including state and federal income tax; federal gift and estate tax; federal generation skipping transfer tax; and state estate tax. Advised fiduciaries on federal special use valuation and Minnesota qualified farm property deduction.
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Experience

  • Advised clients on tax and non-tax consequences of estate planning, charitable giving and multi-generation business succession. Drafted wills and trusts, including revocable, credit shelter, Clayton QTIP, disclaimer, generation-skipping, irrevocable life insurance, charitable lead, charitable remainder, qualified terminable interest, qualified personal residence, supplemental needs, intentionally defective grantor, and grantor-retained annuity.
  • Created and advised business entities, including limited liability companies, corporations and partnerships. Drafted operating agreements, buy-sell agreements, contracts, deeds, leases, and purchase and restructure agreements.
  • Advised trust and estate clients on various tax matters, including state and federal income tax; federal gift and estate tax; federal generation skipping transfer tax; and state estate tax. Advised fiduciaries on federal special use valuation and Minnesota qualified farm property deduction.
  • Represented fiduciaries in the administration of trusts and estates, including drafting nonjudicial settlement agreements; trustee resolutions to distribute trust assets, decant trusts and merge trusts; trust protector directives; and trust and estate court petitions. 

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

  • North Dakota
  • Minnesota [Inactive]
  • [*Not admitted in the District of Columbia, admitted in Minnesota and North Dakota. Practicing pursuant to D.C. Rule 49(c)(8) under the direct supervision of Edward Jay Beckwith during pendency of application for admission to the District of Columbia.]

Education

  • LL.M. Candidate, Taxation, Georgetown University Law Center, Expected graduation date: May 2021
  • J.D., University of North Dakota School of Law, 2013, cum laude
  • B.Acc., University of North Dakota, 2009, magna cum laude