Jacqueline Johnson, Associate

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.