Terri R. Stallard

Representative Matters

• Preparation of basic estate planning instruments including wills, revocable trusts, durable powers of attorney for financial matters and durable powers of attorney for health care. Estate tax planning for use of the marital deduction and estate tax exemption.
• Sophisticated estate planning for high net worth individuals including structure and documentation of family limited partnerships, discount planning, grantor retained annuity trusts, qualified personal residence trusts and grantor trusts.
• Succession planning for owners of closely-held businesses, including structure and documentation for corporate reorganizations, recapitalizations, voting trusts, stock sales, asset sales, and non-qualified deferred compensation plans.
• Life insurance planning including preparation of irrevocable life insurance trusts and premium financing arrangements.
• Charitable planning, including structure and documentation of charitable remainder trusts, charitable lead trusts, supporting organizations and private foundations.
• Preparation of 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 lead 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.