Philip M. Johnstone

Family wealth preservation planning focused on minimizing estate, GST and gift taxes on a multigenerational basis, including appropriate use of GST and dynasty trusts, conservation easements, charitable trusts, and irrevocable gift trusts, among other vehicles, to accomplish client objectives.

Represent Executors and Trustees in initiating and carrying out the probate process from start to finish, including representation at probate hearings, petitioning for court approvals, and preparation of probate court documentation for signing and filing.

Trust implementation and Trustee (fiduciary) guidance and representation in trust management and oversight, including compliance with Prudent Investor Act and Uniform Principal and Income Act requirements.