Jackson Walker L.L.P. :: John J. Klein
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Practice Areas
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Biography
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John J. Klein is the partner in charge of the Fiduciary section of Jackson Walker. With more than 40 years of experience in a broad range of fiduciary matters, his practice consists not only of the preparation of wills, trusts, and numerous other wealth transfer technique documents in conjunction with sound financial advice in estate planning, but with the representation of both individuals and corporations in their fiduciary capacities as executor and/or trustee in the administration of estates and trusts. Additionally, Mr. Klein's counsel is sought by beneficiaries seeking help in evaluating a fiduciary's actions, both past and proposed.
A substantial portion of the firm's fiduciary practice involves a broad range of interactions and controversies with the Internal Revenue Service. Mr. Klein has extensive experience representing clients before the Internal Revenue Service, particularly with the Estate and Gift Tax Group, and in the United States Tax Court.
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Memberships
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Mr. Klein is a member of the Probate, Trust and Estate Section of the Dallas Bar Association; the Real Property, Probate and Trust Section of the American Bar Association; and the Dallas Estate Planning Council.
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Community
Involvement
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Mr. Klein has served on the Board of the Dallas Legal Services Foundation, Inc., The June Shelton School and Education Center, and The Lamplighter School (1989-present). He is a past Chairman of the Board of Trustees and past Chairman of the Executive Committee of The Lamplighter School. He was a member of the Development Committee of the Dallas Museum of Art (1997 to 2003). He currently is a member of the Estate Planning Council of Southwestern Medical Foundation and UT Southwestern Medical Center; a charter member of the President's Advisory Council, Dallas Center for the Performing Arts Foundation; and a charter member of the Brinker International Forum's Board of Advisors. He was a founding member of the Southern Methodist University Estate Planning Council.
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Admitted
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Education
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B.A., Baylor University (TX)
J.D., Baylor University Law School
- Associate Editor and Section Editor, Baylor Law Review
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