Naples Office
1395 Panther Lane Suite 300
Naples,
Florida
34109
|
Professional Experience
Kimberly Leach Johnson practices in the area of trusts & estates. She has extensive experience representing numerous families in the planning of their estate and handling their affairs after their demise. Kimberly holds various positions within the Firm, including Managing Partner for the Tampa office, Chair of the Finance Committee and as an elected member of the Firm’s Executive Committee. Mrs. Johnson’s recent experience includes:
- Post-Mortem tax mitigation techniques.
- Advise individual fiduciaries as to their duties and powers and interpretation of trust documents.
- Advise corporate fiduciaries regarding the administration of trust, discretionary payments and tax reporting.
- IRS audits regarding valuation discounts on both the Federal Estate Tax Return and Gift Tax Returns.
- Lifetime gifts, including gifts in trust.
- Preparation of complicated estate tax returns.
- Document preparation including wills, trust documents (both revocable and irrevocable), health care surrogates, living wills, durable power of attorney, prenuptial, postnuptial, family limited partnership agreements, limited liability company agreements and other estate planning documents.
- Assisting clients with beneficiary designation forms for IRAs.
Education and Honors
- University of Miami (LL.M., 1982)
- University of Florida Levin College of Law (J.D., 1981)
- Anderson College, Anderson, Indiana (B.S., 1977)
Bar Admissions
Florida,
1981
Court Admissions
U.S. Tax Court, 1983
Professional Recognition
- A “Top 50 Women Florida Super Lawyers of 2011,” as ranked by Super Lawyers®.
- Martindale-Hubbell AV® Peer Review Rated.
- Awarded “Lawyer of the Year” by the Collier County Women’s Bar Association for 2011.
- Named to South Florida’s Top Lawyers for 2010 & 2011, as published in the Miami Herald.
- Selected for inclusion in the 2007-2011 Florida Super Lawyers® lists (Estate Planning & Probate).
- Named 2007-2011 FIVE STAR: Best in Client Satisfaction Wealth ManagerSM.
- Selected for inclusion in Florida Trend magazine’s “2010 & 2011 Florida Legal Elite” lists.
- Listed in The Best Lawyers in America® (2008-present, Trusts and Estates).
Professional and Civic Activities
- Florida Gulf Coast University Foundation (Board of Directors).
- American Bar Foundation (Fellow).
- Collier County Bar Association (Member).
- American Bar Association (Member, Taxation Section).
- The Florida Bar (Chair, Tax Section Committee; 1995 Vice Chair, Grievance Committee for Twentieth Judicial Circuit).
- Quarles & Brady Diversity Committee (Representative).
- Boggy Creek Camp for Terminally Ill Children (Board of Directors).
- University of Florida, Levin College of Law, Law Center Association (Trustee).
- Former Civic Activities include:
- Heart Ball (Chair).
- Community School of Naples (Long Range Planning Committee).
- Moorings Park (Trustee).
- Naples Youth Soccer (Board of Directors).
- University of Florida (Representative, Class of 1981).
- Naples Art Association (Board of Directors).
|
|
 |