Ms. Johnson practices estate planning & wealth transfer, tax planning, and business planning.  She works with individual clients and small business owners at all levels of wealth, including mid- and high-net worth individuals.  She advises clients on a full spectrum of financial and estate planning services, including wealth transfer, business, and tax planning. Ms. Johnson develops customized solutions that emphasized clients’ personal family profile and priorities; and their wealth transfer objectives.  Cheryl's special practice focus is on "Wealth Transfer Planning for Real Estate Investors."

For clients with assets approaching or exceeding estate tax exemption levels, Ms. Johnson develops strategies utilizing complex trusts and business entities including irrevocable trusts designed to maximize tax savings and the transfer of wealth. When advising clients in estate and trust administration matters, she provides fiduciaries with guidance and post-mortem strategies to maximize the transfer of wealth to beneficiaries and minimize the tax burden while helping them comply with their fiduciary obligations and duties