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Contact Information

Tel:  (859) 381-1316

Fax:  (859) 381-9336

Cell:  (859) 552-5151

Web:  www.johndmeyers.com

Email: john at johndmeyers.com

 

John D. Meyers, Jr., PSC

277 E. High Street

Suite 100

Lexington, KY 40507

 

– Business Law Practice,
click here for more information

 

– Get Directions to Office

 

John Meyers is available to speak to groups upon request

Helpful Stuff on This Site

Bar Admissions

Kentucky and

North Carolina

Education

B.S. in Accounting, 1983

University of Kentucky

 

Juris Doctor (law), 1986

University of North Carolina at

Chapel Hill

Professional Experience

Arthur Andersen & Co.

Raleigh, North Carolina

Tax Accountant, 1986-1987

(former N.C. CPA - inactive)

 

Grier & Grier, P.A.

Charlotte, North Carolina,

Business Attorney & Estate

Planning Attorney, 1987-1990

 

Essex, Richards, Morris &

Jordan, P.A.

Charlotte, North Carolina,

Business Attorney & Estate
Planning Attorney
, 1990-1993

 

Self Employed, 1993-present,

Business Attorney & Estate
Planning and Probate Attorney
,

— Charlotte, NC, 1993-1998

— Lexington, KY, 1999-present

Estate Planning & Probate Lawyer

John Meyers — Estate Planning Practice

John Meyers, attorney, has more than 20 years of experience as an estate planning lawyer preparing estate plans (wills, living trusts, powers of attorney, living wills and other documents) for all types of clients, including families with children, married and non-married couples, singles, retirees, seniors, business owners, and others.  Mr. Meyers will take the time to understand your unique needs and goals, and help you create a plan that accomplishes your objectives. (For more about probate issues, see the lower portion of this page.)


Mr. Meyers recognizes that most clients don’t particularly enjoy estate planning, and that many of them look forward to having it fully completed and in the past.  With that understanding in mind, Mr. Meyers seeks to make the planning process as quick and efficient as possible. You can then move on to other things knowing that appropriate arrangements are in place to protect your personal, financial, and business interests, as well as those of your family.


Estate planning arrangements often include one or more of the following tools and documents:


  • Wills – to provide for the disposition of property upon death; to appoint executors to handle the estate administration process (or probate); and to appoint guardians for the custody and care of minor children
  • Trusts (including living trusts) – to provide for the management, control and disposition of property for oneself, one’s spouse, one’s children and other beneficiaries, during the client’s life and after death; to reduce the impact of estate and inheritance taxes; to reduce or avoid probate; and other goals
  • Powers of Attorney – to provide for the management of one’s property and financial affairs by another, particularly in the event of one’s absence or temporary or permanent incapacity, and to avoid the costs and inconvenience of a court supervised guardianship or conservatorship in such events
  • Living Wills – to express one’s specific guidance and direction regarding health care, and the possible withdrawal of certain types of health care, in the event of certain health conditions
  • Health Care Powers of Attorney (also known as Health Care Surrogate Appointments) – to appoint another to make certain health care decisions on one’s behalf in the event of incapacity or other inability to make or express such decisions

 

To help you prepare for the estate planning process, the following documents are available for you to use (click on each to open):



In the course of examining clients’ circumstances and creating appropriate estate plans, many important issues may be considered, such as:


  • How should your assets be distributed?
  • How should business succession issues be handled?
    [For business law information, click here.]
  • What steps can be taken to provide for the custody and care of your minor children if you are gone?
  • How should the property and finances for your minor children be managed and protected if you are gone?
  • What are the roles and responsibilities of executors. trustees, and others who may have roles in your estate plan?
  • How should you select, executors, trustees, and others?
  • How should you plan your estate in the event of a second marriage or combined family?
  • What are the estate tax implications for your estate, and how can they be minimized?
  • Should you be concerned about probate?
  • In what circumstances might a living trust or other type of trust be a useful planning tool?
  • How can you plan for the possibility of incapacity?
  • How should retirement plans, insurance policies be coordinated with your wills, living trusts, and other planning tools?

 

John Meyers can help you explore and understand your options and alternatives in creating an estate plan that achieves your goals and objectives, including any business succession plan goals.


Estate Administration / Probate Practice

John Meyers also provides advice and assistance for estate administration (also known as probate) and trust administration and management. 


Mr. Meyers provides executors and administrators help with many aspects of administering a decedent’s estate, including:


  • Probating the will and qualifying the personal representative
  • Identifying the assets of the estate
  • Preparing and filing an inventory and accountings for the estate
  • Paying claims against the estate
  • Distributing assets of the estate to its beneficiaries
  • Properly handling the various tax matters, such as the decedent's final income tax return, federal and state estate tax returns, and fiduciary income tax returns for the estate

In addition, Mr. Meyers provides advice and assistance to individual trustees on various aspects of their roles and responsibilities, including:


  • the proper management of the trust assets consistent with the trustee’s fiduciary obligations
  • the balancing of competing interests to the trust, possibly by multiple beneficiaries
  • the use and distribution of the trust assets as directed by the trust, and also consistent with the trustee’s fiduciary obligations