Johnson, Jordan, Nipper & Monk, P.C.

Services Johnson, Jordan, Nipper & Monk, P.C. Offers

Estates, Trusts, Business and Tax Planning:  Estate planning tools minimize death taxes and administrative fees, address the care and education of children, financial matters, and health care treatment in the event you became incapacitated.



Probate Law:  Work with executors' financial advisors, including CPAs, and stock transfer agents and trust officers in connection with fiduciary income tax returns, appraisals and asset transfers.



Business Succession Planning:  We will work with you to develop a succession plan to transfer management responsibility and financial assets, help protect your estate and business from costly legal disputes.



Estate Tax Planning:  While taxes are inevitable, planning ahead can often significantly reduce your tax bill, whether the taxes are personal, business or are those an estate pays when someone dies.



Tax planning legal tools:  Family limited partnerships, LLC, Private annuity agreements, Marital agreements.



Trusts:  Inter vivos trust, Life insurance trust, “Dynasty” trust, Qualified residence trust, Retained income trust, Annuity trust, Charitable trust, Annual exclusion trust, QTIP marital deduction trust.



Estate / Trust Conflict Resolution: If you believe you have reason to contest a trust or estate, you will need an experienced attorney who can determine if you have a valid claim and take steps necessary to protect your interests.