Johnson Trent's estate planners work primarily with individuals and families to help them formulate and achieve their goals in three broad areas: Wealth Transfer Planning; Estate and Trust Administration; and Asset Protection.
Estate and Trust Administration
Johnson Trent's estate planners have extensive experience in the area of estate and trust administration, and possess the specialized knowledge necessary to assist individual and corporate executors and trustees fulfill the fiduciary obligations of their offices. Johnson Trent legal services in this area also include assisting fiduciaries with administration of estates and trusts, planning for asset distributions, and determining and planning for income and transfer tax consequences of transactions involving estates, trusts and their beneficiaries. Johnson Trent attorneys also handle all matters involving litigation associated with administration of estates or trusts, including contests and breaches of fiduciary duty.
Asset Protection
An integral part of wealth transfer planning is the legitimate, coordinated, and deliberate shielding of assets from claims that may arise from judgment or malpractice creditors, or in marital dissolution. Johnson Trent estate planners have developed significant knowledge and expertise to help clients, through the use of asset protection trusts, limited liability entities and other vehicles, keep their assets in the hands of those for whom they were intended.
Basic Estate Planning
- Wills
- Revocable Living Trusts
- Powers of Attorney for Asset Management
- Powers of Attorney for Health Care Management
- Advanced Directives (Living Wills)
- Other Ancillary Documents, as needed
Business Succession Planning
- Buy-Sell and Stock Restriction Agreements
- Family Business Planning Arrangements
- Voting Trusts and Other Key Shareholder Arrangements
Asset Protection
- Investment Limited Partnerships
- State Exemption Planning
- Asset Protection Trusts
- Pre and Post-Marital Agreements
- Partition and Community Property Agreements
Our contact for Estate services is Lori Hood.