Terri R. Stallard

Terri R. Stallard

Member
Location:
Lexington, Kentucky
Phone:
859-231-8780
Fax:
859-231-6518
Email:

Representative Matters

  • Preparation of basic estate planning instruments including wills, revocable trusts, durable powers of attorney for financial matters and durable powers of attorney for health care. Estate tax planning for use of the marital deduction and estate tax exemption.
  • Sophisticated estate planning for high net worth individuals including structure and documentation of family limited partnerships, discount planning, grantor retained annuity trusts, qualified personal residence trusts and grantor trusts.
  • Succession planning for owners of closely-held businesses, including structure and documentation for corporate reorganizations, recapitalizations, voting trusts, stock sales, asset sales, and non-qualified deferred compensation plans.
  • Life insurance planning including preparation of irrevocable life insurance trusts and premium financing arrangements.
  • Charitable planning, including structure and documentation of charitable remainder trusts, charitable lead trusts, supporting organizations and private foundations.
  • Preparation of 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 lead 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.

Areas of Practice

  • Estate Planning
  • Corporate Law

Bar Admissions

  • Kentucky, 1991
  • Georgia, 1992
  • Tennessee, 2008
  • U.S. Tax Court, 1996

Education

  • Louis D. Brandeis School of Law, University of Louisville, Louisville, Kentucky
    • J.D - 1990
  • Emory University School of Law, Atlanta, Georgia
    • M.A. - 1992
    • Major: Taxation
  • Transylvania University, Lexington, Kentucky
    • B.A. - 1986

Published Works

  • Six Common Estate Planning Mistakes, McBrayer Newsletter, May 2012, Volume 2, Issue 5
  • Offshore Asset Protection Trusts After The Small Business and Job Protection Act of 1996, Fayette County Bar Association Bar News, January/February, 1997

Classes/Seminars

  • A View from the Inside: Essential Elements of the Federal Estate Tax System Probate Section, CLE Seminar, 1997
  • Protecting Your Bottom Line, Panel Speaker, 11th Annual Women Mean Business Conference, 2003
  • Financial Planning and Literacy Skills Every Young Lawyer Should Have, Kentucky Bar Association, 2011
  • Facing the Fiscal Cliff, Webinar with the OJM Group, December 5, 2012

Honors and Awards

  • AV® Preeminent Peer Review Rated by Martindale-Hubbell®, 2010
  • The Best Lawyers in America, 2013

Professional Associations and Memberships

  • Fayette County Bar Association, Taxation Section, Member
  • American Bar Association, Taxation Section, Member
  • Bluegrass Estate Planning Council, Member, 1996 - Present
  • Georgia Bar Association, Member
  • Tennessee Bar Association, Member

Past Employment Positions

  • Andrew Shaul, Esq., Associate, 1991 - 1992
  • Internal Revenue Service, Estate Tax Attorney, 1992 - 1996
  • Newberry, Hargrove & Rambicure, Associate, 1996 - 1998
  • Hargrove Baker, Partner, 1998 - 2001
  • Frost Brown, Todd, LLC, Senior Associate, 2001 - 2004

Pro Bono Activities

  • Volunteer, Lexington Humane Society
  • Member, Thoroughbred Club of America