OUR FIRM / Committed to Excellence. Committed to Our Clients.
Since 1990, Cohen & Burnett has been building a reputation for exceptional estate planning and estate administration on a national level, earning the confidence of clients in the Washington DC Metro Area.
Our legal services are delivered by trusted legal professionals who possess experience and specialization you require to manage your most valuable assets properly. The ultimate goal at Cohen & Burnett is to instill confidence in every client, treat everyone with respect and provide representation by the most qualified team of attorneys and fiduciary specialists.
COMMITMENT TO EXCELLENCE:
The law firm of Cohen & Burnett prides itself on providing personalized high-quality and specialized expertise in the areas of estate, business and tax planning, and estate and trust administration.
At Cohen & Burnett, we genuinely care about our clients. Our law firm demonstrates a high level of respect for our clients by responding to communications promptly and completing their engagements as proficiently as possible. With thousands of satisfied clients since the firm’s founding in 1990, Cohen & Burnett works hard to earn the confidence of clients in the Washington DC metro area to build a reputation for excellence in client services. We look forward to serving your future needs.
OUR HISTORY /
Mark Cohen set up his firm, Mark Cohen & Associates, in McLean, VA to focus exclusively on estate planning, tax planning, and estate administration.
Mark Cohen & Associate’s sister company, OptiFour Integrated Wealth Management, L.L.C. (formerly Navigator Wealth Management, L.L.C. and Legacy Analytics, L.L.C.) took on its first high net-worth client.
Weston D. Burnett joined the firm as Partner, thereby forming Cohen & Burnett, P.C.
Jo Anna Young joined the firm as staff accountant and tax paralegal.
Mark Cohen’s Bureau of National Affairs Portfolio on the Uniform Trust Code (first edition) is published.
Mark Cohen receives Leukemia Lymphoma Man of the Year Award. Lessons to My Children is published, by Mark Cohen and Weston D. Burnett as co-authors. Weston D. Burnett receives 2010 Alumni Outstanding Service Award.
Mark Cohen joins Board of Directors of Potomac Conservancy.
Weston D. Burnett becomes a member of the Executive Committee of the George Washington University Alumni Association.
Ryan Berges joins the firm as Director of Operations.
Weston D. Burnett becomes a member of the Board of Trustees of George Washington University.
OUR EXPERTISE /
A Support System for Your Assets, Your family, and Your Business
Would you like to ensure your assets are protected from creditors and other predators?
Are you a business owner who needs advice managing your business interests for the best legal and tax result for you and your family?
If the decedent’s estate is valued at more than the unified credit for the year of death,..
Are you prepared for when you can no longer care for yourself, your family, or your assets?
The law firm of Cohen & Burnett P.C. offers assistance to our clients in the following areas..
Would you like to stay on track to meet your financial goals?
Are you ready to have someone who already knows your legal and financial affairs prepare your tax return for you?
Are you ready to enjoy your future?
Are you ready to have your trust or estate managed by someone who is knowledgeable, fair, and impartial to the beneficiaries?
Would you like a one-stop-shop for Wealth Management, including your Legal, Tax, and Financial Planning needs?
OUR TEAM /The experience you need from the people you can trust.
NEWS & TOOLS /The experience you need from the people you can trust.
Choosing a fiduciary is critical in estate planning. A fiduciary is a person who holds a legal relationship of trust with you, your estate, and your beneficiaries. There are different types of fiduciaries for different contexts, each with varying degrees of power and third party ...