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Naples Office
1395 Panther Lane
Suite 300
Naples, Florida 34109

Contact
(239) 434-4935
Fax: (239) 213-5408


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  Trusts and Estates
  Tax
  Corporate Services


Kimberly L. Johnson / Partner
Naples/Tampa Offices Managing Partner
Professional Experience
Kimberly Leach Johnson practices in the area of trusts & estates, and is the Naples Office Chair for trusts & estates, including administration and is a member of the Firm’s Executive Committee. She has extensive experience representing numerous families in the planning of their estate and handling their affairs after their demise. 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
  • Naples Art Association (Board of Directors).

  • Martindale-Hubbell AV® Peer Review Rated.

  • Selected for inclusion in the 2007-2010 Florida Super Lawyers® lists (Estate Planning & Probate).

  • Named 2007, 2008, 2009 & 2010 FIVE STAR: Best in Client Satisfaction Wealth ManagerSM.

  • Selected for inclusion in Florida Trend magazine’s “2010 Florida Legal Elite” list.

  • Listed in The Best Lawyers in America® (2008-present, Trusts and Estates).

  • 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).

  • Boggy Creek (Board of Directors).

Professional and Civic Activities
  • 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).