Jacqueline Johnson, Associate

Biography

Jacqueline Johnson is a member of the firm's Estate, Trust & Wealth Preservation Practice Group and holds a master's degree in taxation. She focuses her practice on estate planning, tax planning, and estate and trust administration.

Representative Experience

  • Consultation with individuals on wealth preservation techniques.
  • Drafting estate planning documents, such as wills, trusts, irrevocable life insurance trusts, supplemental needs trusts, irrevocable intervivos trusts and firearms trusts.
  • Counseling clients in the transfer of closely held business interests.
  • Advising and assisting clients in the formation and running of private family foundations and other sophisticated charitable planning techniques.
  • Preparing and reviewing gift and estate tax returns.
  • Representation of individual and institutional fiduciaries and advising clients of their fiduciary duties, powers, and the interpretation of wills and trusts. 
  • Guiding clients through the probate process and the administration of trusts.
  • Judicial and non-judicial modification of irrevocable trusts.
  • Representation of guardians during incapacity proceedings and guardianship administration.

Legal Services

Education and Honors

  • New York University School of Law (LL.M., 2011)
    • Degree: Taxation
  • American University Washington College of Law (J.D., cum laude, 2010)
    • General Practice Clinic
  • University of Iowa (B.S., with honors, 2007)
    • Dean's List

Bar Admissions

  • Florida

Professional and Civic Activities

  • Florida Bar (The Real Property, Probate and Trust Section) - Member
  • Collier County Bar Association (Member)
  • Collier County Women's Bar Association (Member)
  • Junior League of Fort Lauderdale (Past Member)
  • Jack and Jill (Past Young Professionals Board Member)
  • Leadership Broward (Class of Thirty-Five)