About Ms. Terri Renee Stallard

Ms. Terri Renee Stallard is a lawyer practicing probate, corporate & transactional, estate planning and 9 other areas of law. Terri received a B.A. degree from Transylvania University in 1986, and has been licensed for 35 years. Terri practices at Dinsmore & Shohl LLP in Lexington, KY.

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Awards

AV Preeminent Peer Rated

This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.

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Services

Areas of Law

Trusts and Estates 1
- Estate Planning
Business Law
Family Law
Other 9
- Probate
- Corporate & Transactional
- Private Client & Family Wealth Planning
- Wills & Living Wills
- Trusts
- Corporate & Incorporation
- Real Estate Law
- Ethics
- Taxation - Personal

Practice Details

Payment Information

Payment & Cost Features
Free initial consultation
Firm Information

Position
Partner

Firm Name
Dinsmore & Shohl LLP
Representative Cases & Transactions

Transactions
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

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Experience

Bar Admission & Memberships

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

Memberships
Fayette County, Kentucky and American (Member, Taxation Section) Bar Associations
State Bar of Georgia.
Education & Certifications

Law School
Brandeis School of Law at the University of Louisville
Class of 1980
J.D.

Other Education
Transylvania University
Class of 1986
B.A.

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