Reviews

My wife and I had some irrevocable trusts from many years ago that were never really explained to us. We talked with Ms. Johnson, who sat down with us and explained how they worked, and more importantly, what the tax issues were. This is the first time anyone explained what they were for. We hired Ms. Johnson to update our estate plan and fix the trusts.

I was referred to Cheryl after my father passed away. He had set up Trusts for me and my brother and sister and I was the initial Trustee. Cheryl was excellent in helping me deal with my father's estate and setting up the three Trusts. Until my father passed, we had no idea that our inheritance would be in the form of irrevocable Trusts instead of outright to us. Cheryl helped us to make sure that we did not violate the terms of the Trusts. She helped us set them up to make them irrevocable and she gave us detailed instructions about how to manage the Trusts so that we did not violate my father's wishes. She also helped with the probate estate. Cheryl is helping us with ongoing Trust Administration, including taxes. We would be lost without her.

My wife and I were referred to Ms. Johnson by our financial advisor, who said that we may have to pay estate taxes. We met with Ms. Johnson and she did an amazing job explaining complex tax concepts to us--she used diagrams and had prepared a strategy guide for us before our first meeting. We ended up hiring her to draft our wills and trusts and to draft two advanced irrevocable trusts (GRATs) that moved some assets out of our taxable estates. We never knew that these GRATs existed or how they worked!