John S. PfarrPartner
John is a Partner of the firm and a member of its estate planning and corporate governance group. He is nationally recognized as a leader in the estate planning field. He continually strives to provide unparalleled service to his clients. And, while working with clients, he is guided by three core principles. The first is to ensure that he understands the goals and spirit of what the client wants to accomplish and facilitate the formulation of a plan that accomplishes those goals. The second is to ensure that his clients understand the applicable legal and tax principles and the documents they are asked to sign. Finally, John ensures that clients understand how the two correlate.
John is also co-founder and principal of Galahad, Ltd., designing wealth transfer strategies for high net-worth individuals and families, and facilitating proper administration of the plan once implemented; Professionals’ Back Office, LLC, an organization providing “back office” functions to law offices nationally, principally estate planning services; Strategic Philanthropy, LLC, a consulting company to non-profit organizations and which also provides charitable trust administration only for our estate planning clients. He was formally an Adjunct Professor, The Academy of Multidisciplinary Practice at Michigan State University and a Faculty Member, The Esperti Peterson Institute’s Advanced Estate Planning Studies Program, and a Contributing Reviewer, Conspectus Current, the Practitioners’ Review of What’s Current and Relevant. He is a Fellow, The Esperti Peterson Institute and a member of Wealthcounsel, the Advisors Forum, Planned Giving Council of Rhode Island; Rhode Island Bar Association; RIBA’s Probate and Trust Committee.
Juris Doctor, University of Michigan Law School, 1969
Bachelor of Arts, Harvard University , 1963
Texts Written For Professionals
“Introduction to Charitable Remainder Trusts”, 43 pages (1995).
Contributing Author, “Real Estate Law for Paralegals”, 1970, West Publishing Company.
Texts Written For The Public
Contributing Author, “Ways and Means, Maximize the Value of Your Retirement Savings”, 1999.
Contributing Author, “Generations, Planning Your Legacy”, 1998.
Contributing Author, “Giving: Philanthropy for Everyone”, 2002.
Contributing Author, “Love, Money, Control”, 2003.
Articles Written For Professional Journals
Reviewer "When S. Corps. Meet Charities: Choice of Entity Considerations From An Income Tax Perspective", Conspectus Current, Summer, 1999.
Author, Practice Tool, "Letter Agreement Between Charitable Donee of S Corporation Stock and the Donor", Conspectus Current, Summer, 1999.
Co-Reviewer "Charitable Gifts of Subchapter S Stock: How To Solve The Practical Legal Problems", Conspectus Current, Summer, 1998.
Co-Authored "Breakdown of the Detroit Minimum Housing Code", Prospectus: A Journal of Law Reform, Dec.,1969.