Boutique Law Firm specializing in wills, trusts and estate planning, tax, corporate business succession planning, and real estate.
Douglas A. Bozell
Doug concentrates his practice in estate planning, charitable planning, taxation and general business law. He prepares wills and trusts, supervises the administration of estates and trusts, represents various parties in guardianships and contested will or trust litigation, and provides gift tax and estate planning advice to professionals and business owners in the larger context of business succession planning. Doug frequently works with high-net worth individuals and families, executives of publicly traded companies, and has experience planning for their unique issues. Doug regularly lectures to attorneys and other estate planning professionals on a variety of estate planning and tax topics. He is a Fellow of the American College of Trust and Estate Counsel and is licensed to practice law in Kentucky, Indiana, Illinois and Missouri.
Sally concentrates her practice in estate and trust planning and estate and trust administration. She prepares wills, trusts, and other estate planning documents, and she advises both individual and corporate fiduciaries through the probate and trust administration processes. Sally has prepared estate plans for high-net-worth clients using a wide variety of tax planning strategies, and she has represented clients through all phases of litigation, arbitration, and mediation for trust and estate matters. Sally is licensed in the Commonwealth of Kentucky.
Julie L. Dixon
Julie has 35 years of law firm experience, with the last several years concentrating on estate and trust administration, and guardianships for both adults and children. Julie also has extensive knowledge in the preparation of federal and state estate and inheritance tax returns, as well as fiduciary income tax returns for both estates and trusts. With her experience and knowledge Julie can handle a variety of matters including all aspects of estate and trust administration, real estate, and corporate. She is highly qualified to meet the unique demands of both complex and simple estates and trusts.
Trusts and Estates Planning
We counsel and work with clients to implement comprehensive asset protection, estate and family legacy planning, including the use of Wills, Revocable & Irrevocable Trusts, Dynasty & Legacy Trusts, Family Limited Partnership & Limited Liability Companies, Installment Sales to Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trust, Private Family Foundations, Donor Advised Funds, and Charitable Remainder & Charitable Lead Trusts.
We advise clients on estate, gift, generation-skipping transfer tax, income, IRAs, and retirement plan issues.
We help business owners organize and structure their businesses and advise them in the larger context of multigenerational succession planning to meet family objectives.
6009 Brownsboro Park Blvd, Suite H
Louisville, KY 40207
9850 Von Allmen Court, Suite 202
Louisville, KY 40241