Stafford Rosenbaum LLP
Attorney Johanna J. Allex is a partner in Stafford Rosenbaum LLP's Madison office where she helps families and individuals plan for and manage life’s expected and unexpected transitions. Johanna’s law practice covers all aspects of estate planning and estate administration, marital property law, business succession planning, and tax-exempt organization planning and operations. Johanna is a Certified Public Accountant and serves on the Firm’s Board of Directors. Johanna’s practice also includes working as an impartial mediator to help families and individuals resolve disputes involving probate, trust administration and adult guardianships. Johanna’s goal is to try to help people to identify priorities, resolve conflicts and make decisions together about how to move forward without the need to resort to litigation that can be costly to both relationships and finances.
Johanna's transactional experience includes drafting wills, trusts, and other estate planning documents; probate and trust administration; drafting and negotiating marital property agreements; designing and helping to implement complex gift and estate planning techniques; acting as general counsel and business advisor to nonprofit organizations; business succession planning; organizing and obtaining income tax exemption recognition for local and national nonprofit organizations, such as charities, educational institutions, and trade associations; nonprofit governance and corporate procedures, including advising directors and officers about fiduciary duties; organizational changes, such as mergers, conversions, amendments to articles and bylaws, and joint ventures; planned giving; and charitable registration advising.