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Ms. Terri Renee Stallard

Not yet reviewed

100 West Main Street, Suite 900, Lexington, KY 40507

Probate, Corporate & Transactional, Estate Planning and 9 more

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.

Ms. Terri Renee Stallard (Lexington, Kentucky)

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.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Ms. Terri Renee Stallard got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Terri

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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

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.

Ms. Terri Renee Stallard

Partner at Dinsmore & Shohl LLP
Not yet reviewed

100 West Main Street, Suite 900Lexington, KY 40507U.S.A.

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