Kimberly has built a broad client base over the years, and virtually every client represents a relationship that she cultivated herself — she did not “inherit” her clients from a senior partner. She built a network of contacts as a young attorney, growing her practice organically through constant outreach and referrals.
Today, she is a trusted advisor to individuals, families, corporations, and non-profits alike, having won their confidence with her work ethic, sincerity, caring attention to detail, and of course her eminently reliable performance as an attorney. Her client list is highly confidential but would impress any of her peers in terms of the complexity of her work and the sheer net worth of the parties she serves.
The types of clients she serves fall into four general categories:
High-Net-Worth Individuals and Families
Of course trust and estate planning requires deep knowledge of the options and strategies that maximize wealth retention and minimize tax liabilities, but she understands that these matters are intensely personal in so many more ways than a proper and legal distribution of assets. Her concerns range far beyond dollars and cents, ensuring that intensely personal concerns are addressed and often-complicated final wishes are fulfilled. Kimberly can’t guarantee that every estate will be settled to everyone’s satisfaction, but she can certainly ensure that every articulated concern is addressed, and every dispute achieves a sound legal resolution.
Ms. Johnson represents fiduciaries, individuals, and corporate trustees in interpreting trust documents, and providing solutions for various trust situations, including modifying irrevocable trusts either judicially or nonjudicially, removing trustees, and providing advice to trustees about protecting themselves from liability. She also works with trustees, representing them in trust administration.
It’s no secret that the U.S. tax code is a byzantine jungle, fraught with traps for the unwary, large and small; however, the tax code holds no secrets from her. For the business concern, large or small, that seeks to comply with the law while exercising the full extent of tax advantages available to it, Kimberly is an indispensible resource. She assists her clients with the gamut of plans and operations related to tax compliance, including handling audits from the IRS for gift or estate tax issues.
Kimberly works with nonprofits and other 501(c)(3) organizations to protect their tax-exempt status and ensure that they comply with all local, state, and federal laws that govern such organizations. She is a heartfelt advocate of numerous charitable causes and has learned how to champion their needs from a legal standpoint, so she regularly applies her craft to the protection of interests for nonprofits of all stripes. Some of the high-level services that Kimberly provides include obtaining tax-exempt status, assisting charities about the gifts they accept, the records they need to maintain, and how foundations must operate to maintain their tax-exempt status.