Jessica B. Johnson

Jessica B. Johnson Image

Support Staff

Rachel Hart
Direct: 612.632.3094

As part of Gray Plant Mooty’s Trust, Estate & Charitable Planning Group, Jessica Johnson works with clients to meet their estate-planning goals. She provides peace of mind for clients in many situations, for families creating an estate plan for the first time to those with more complex business, tax, and trust planning needs. Some areas of her expertise include:

  • Tax reduction planning for individuals seeking to minimize their income, gift, and estate tax payments.
  • Legacy planning for those looking to divide their wealth among family members and charity organizations.
  • Business succession planning for business owners looking to establish a clear path for the future.
  • Estate planning for individuals and families at any stage of life.
  • Estate and trust administration advice for individual and corporate fiduciaries.
  • Gift and estate tax audit assistance for individuals, families, and estates facing IRS scrutiny.
  • Charitable gift strategies and implementation advice for individuals, families, and charitable organizations.

While every client has different financial or legal needs, their personal needs matter as well. Jessica gives clients a sense of confidence—confidence that they understand their estate-planning solution or estate administration from top to bottom, and confidence that their family or business situations are being handled with sensitivity.

Jessica first became interested in personal finance while she was in college, and after graduation, she became a financial advisor at a local wealth management firm. In addition to developing a general fluency with financial matters that informs every aspect of her practice, Jessica has also established lasting relationships with former colleagues in the field, many of whom she continues to work with. Yet while Jessica can speak the language of a financial planner, at heart she sees herself as a teacher. Her clients trust her to translate complex financial arrangements into effective, common-sense solutions.

Jessica has also served as a judicial clerk and attorney advisor at the United States Tax Court in Washington, D.C., for which she researched and wrote about complex income, business, estate, and gift tax issues.

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