Terri Stallard
Estate Planning Attorney at Dinsmore & Shohl LLP
- Role
- Partner at Dinsmore & Shohl LLP
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Terri Stallard
Representative MattersPreparation and implementation of sophisticated estate planning for high net worth individuals Asset protection planning in multiple jurisdictions. Succession planning for closely-held businesses, including corporate reorganizations, recapitalizations, voting trusts, stock sales and asset sales. Life insurance trust planning for liquidity purposes and in funding buy-sell agreements. Charitable planning with such instruments as charitable remainder trusts, charitable lead trusts, supporting organizations and private foundations.Preparation of federal estate tax returns and gift tax returns, administration of trusts and estates, resolution of tax controversies with the Internal Revenue Service.Estate planning files and contacts have led to representation of general business matters and often yield cross selling opportunities for services in corporate, employment, ERISA, and real estate matters.Achieve and maintain close personal and professional relationships with clients.Also organized presentations and acquired origination of business from corporate clients due to prior relationship with principals of company.Currently, responsible for clients located in Kentucky, Ohio, Georgia, Virginia and Tennessee, as well as Florida residents and clients with either dual citizenships or with citizenship solely in another country.
Experience
Partner
Oct 2020 — Present · Lexington, KY, US
Education
Louis D. Brandeis School of Law at the University of Louisville
JD
1987 — 1990
Transylvania University
BA
1982 — 1986
Skills
- Tax Law
- Gift Tax
- Personal Injury Litigation
- Powers of Attorney
- Civil Litigation
- Courts
- Administrative Law
- Commercial Litigation
- Family Law
- Wrongful Death
- Personal Injury
- Wills
- Tax
- Construction Law
- High Net Worth Individuals
- Trusts
- Estate Administration
- Business Transactions
- Elder Law
- Wrongful Death Claims
- Corporate Law
- Appeals
- Estate Tax Planning
- Estate Law
- Property Law
- Estate Planning
- Legal Assistance
- Bankruptcy
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