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John Rolfe Windsor Jr.

John Rolfe Windsor Jr.

Practice areas:

Estate Planning, Probate, Contracts & Agreements, Trusts

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About Me

I am a Louisiana native, who worked as the research assistant to the senior Tax Professor in law school.


 


I moved to Memphis after finishing tax school in Boston. I came here to do Planned Giving work at a local college. Thereafter was the Advanced Marketing Director at a life insurance company before moving into the trust business. I was a Trust and Compliance Officer at a local bank, then manager of the employee benefits/IRA department of the trust division of another bank. Ultimately, I entered private practice, and because of my unique/different background do a lot of planning for small business owners, coordinating their business succession plans with their personal estate plans.


 


Business Succession planning encompasses both tax, estate, and trust planning with probate practice, but add the business transaction aspects to my practice. We may use one or a combination of tools to transition a business to unrelated key employees and/or children, while accounting for the "equitable" treatment of the non-participating heirs. We use buy-sell agreements, non-compete and confidentiality agreements with stock bonus, or phantom stock plans, non-qualified deferred compensation plans, and favoring certain "key" employees in qualified retirement plans, to facilitate the transfer at the appropriate time, of the business interest while retaining important "key" people at the business.


 


We strive to provide service that accomplishes your goals providing peace of mind about your planning, and distribution of assets.

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Photos and Videos

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Practice Areas

Licensed since 1991

  1. Estate Planning: 60%
    13 years, 200 cases
  2. Probate: 20%
    13 years, 30 cases
  3. Contracts & Agreements: 15%
    13 years, 50 cases
  4. Trusts: 5%
    13 years, 25 cases

Payment

Fees:

Hourly ($250-300/hour), Fixed (Sometimes), Retainer (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

1 total

  • No photo

    John is a "go-to" guy for estate planning, trusts and probate. He always provides his clients with thoughtful, expert advice at very reasonable rates.

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    Lawrence Magdovitz
    Relationship: Worked together on matter

Contact Info

5390 Estate Office Dr Ste 4
Memphis, TN, 38119

Resume

License
StateStatusAcquiredUpdated
MSAuthorized to practice law200407/13/2015
TNActive200306/13/2015
LAEligible to practice law199107/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Associations
Association NamePosition NameDuration
Tennessee Bar AssociationMember2004 - Present
Mississippi State BarMember2004 - Present
Louisiana State Bar AssociationMember1991 - Present

Publications
Publication NameTitleDate
Wealthcounsel Collective Planning StrategiesBusiness Succession Planning - Chapter2008
Financial PlanningPay them to Stay1994
Trust & EstatesSplit Dollar Life Insurance in Sub-Chapter S Corporations1993

Education
School NameMajorDegreeGraduated
Boston University School of LawTaxationLL.M - Master of Laws1992
TULANELawJuris Doctor1991