Terri Stallard Email & Phone Number

Representative MattersPreparation and implementation of sophisticated estate planning for high net worth individuals Asset protection planning in multiple jurisdictions. Succession planning for closely-held businesses, including corporate reorganizations, recapitalizations, voting trusts, stock sales and asset sales. Life insurance trust planning for liquidity purposes and in funding buy-sell agreements. Charitable planning with such instruments as charitable remainder trusts, charitable lead trusts, supporting organizations and private foundations.Preparation of federal estate tax returns and gift tax returns, administration of trusts and estates, resolution of tax controversies with the Internal Revenue Service.Estate planning files and contacts have led to representation of general business matters and often yield cross selling opportunities for services in corporate, employment, ERISA, and real estate matters.Achieve and maintain close personal and professional relationships with clients.Also organized presentations and acquired origination of business from corporate clients due to prior relationship with principals of company.Currently, responsible for clients located in Kentucky, Ohio, Georgia, Virginia and Tennessee, as well as Florida residents and clients with either dual citizenships or with citizenship solely in another country.

Listed skills include Trusts, Estate Planning, Estate Tax Planning, Wills, and 24 others.

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  Partner

  Dinsmore & Shohl Llp

  Oct 2020 - Present - Lexington, Kentucky