OUR FIRM / Committed to Excellence. Committed to Our Clients.

OUR STORY

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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, D.C. metro.

Our legal services are delivered by trusted legal professionals who possess the experience and specialization you require to proplerly manage your most valuable assets. 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.

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OUR MISSION

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.

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OUR APPROACH

Our law firm of Cohen & Burnett demonstrates how much we genuinely care about our clients, and the high level of respect we have for them by responding to communications promptly and by following through and completing their engagements as proficiently as possible. With thousands of satisfied clients since the firm’s founding in 1990, Cohen & Burnett has worked hard to earn the confidence of clients in the Washington, D.C. metro area, while building a reputation for excellence in client services. We look forward to serving your future needs.

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OUR HISTORY

  • 1990
  • 1997
  • 2000
  • 2007
  • 2008
  • 2009
  • 2010
  • 2011
  • 2013
  • 2014

Mark Cohen set up his own 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

Andrew Vanderhoof joins the firm as third attorney.

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 member of the Executive Committee of the George Washington University Alumni Association.

Weston D. Burnett becomes member of the Board of Trustees of George Washington University.

Mark Cohen’s Bureau of National Affairs Portfolio on the Uniform Trust Code(second edition) is published.

OUR HISTORY /

A Support System for Your Assets, Your family, and Your Business

Asset Protection

Would you like to ensure your assets are protected from creditors and other predators?

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Business Planning

Are you a business owner who needs advice managing your business interests for the best legal and tax result for you and your family?

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Estate Planning

Are you prepared for when you can no longer care for yourself, your family, or your assets?

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Financial Planning

Would you like to stay on track to meet your financial goals?

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Tax Preparation

Are you ready to have someone who already knows your legal and financial affairs prepare your tax return for you?

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Retirement Planning

Are you ready to enjoy your future?

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Fiduciary Services

Are you ready to have your trust or estate managed by someone who is knowledgeable, fair, and impartial to the beneficiaries?

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Optifour Integrated Wealth Management

Would you like a one-stop-shop for Wealth Management, including your Legal, Tax, and Financial Planning needs?

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OUR TEAM /

The experience you need from the people you can trust.
mark cohen

I. MARK COHEN, J.D., LL.M, CFP ®

Founding Partner - Mark Cohen, JD,
LL.M, CFP® is the founding partner and visionary for both OptiFour Integrated Wealth Management, LLC, Registered Investment Advisor, and Cohen & Burnett, P.C., Attorneys and Counselors at Law.

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mark cohen

WESTON BURNETT, J.D., LL.M, CFP ®

Managing Partner - Weston D. Burnett,
J.D., LL.M, CFP®, is the Managing Partner of Cohen & Burnett, P.C., Attorneys and Counselors at Law, President and CEO of OptiFour Integrated Wealth Management, LLC, Registered Investment Advisor.

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NEWS & TOOLS /

The experience you need from the people you can trust.

Understanding tax laws as they apply to trusts can be very confusing. You may not know what states can lay claim to your trust's income and how much you have to pay every year. Some recent court rulings may help you understand better how your trust ...

When it comes to teaching your kids about the value of money, it may seem very easy to use a "Do as I say, not as I do" approach. However, you may be unaware that your children always have their eyes on you, absorbing and ...

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