Sharpe & Associates (Justin Blumoff)
Of Counsel

jblumoff@legalstrategy.com
office (512) 637-4956 
fax (512) 637-4958

Practice Specialties:

Trusts / Estate Planning; Probate

Board Certifications:

Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization

State Bar Licenses:

Texas

Education:

Pepperdine University School of Law; J.D. (2005)

Pepperdine Graziadio School of Business and Management; MBA    (2004)

The University of Texas – Austin; B.S. (2000)  

Sharpe & Associates

Sharpe & Associates is Of Counsel to Hajjar Peters and Justin Blumoff maintains an office with the firm.

Justin was admitted to the Texas Bar in 2006. He received his law degree from Pepperdine University School of Law in 2005, subsequent to being awarded his MBA at Pepperdine University Graziadio School of Business and Management in 2004. He attended the University of Texas at Austin for his undergraduate studies.

In 2012, Justin moved from Dallas to Austin to better fulfill the needs of his clients in Austin and the surrounding Central Texas communities. He is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization and represents clients whose needs range from simple wills to the sophisticated wealth transfer, asset protection, charitable planning, and estate tax complexities associated with high wealth individuals, families, and closely held companies.

Justin is a member of the American Bar Association, the Austin Bar Association, and the Estate Planning Council of Central Texas. He also sits on the Board of Directors of the Flatwater Foundation – an Austin-based charitable organization dedicated to providing those diagnosed with cancer, their families and loved ones access to mental health therapy and family support.

Justin enjoys spending time outdoors with his wife, Ashley, their two beautiful children and two occasionally well-behaved dogs.

Practice Specialties:

Essential Estate Planning & Advanced Wealth Transfer Planning:

Estate planning requires an appreciation of the current and future needs of our clients and of those who depend on them. Essential planning addresses the needs of anyone who wants to dictate who inherits assets, how the assets reach the beneficiaries and who is in charge of making certain it happens properly and efficiently.  More advanced multi-generational planning demands cutting-edge legal and tax planning techniques and an appreciation of the human dynamics involved in high net worth families.

Asset Protection:

In an ever-increasing litigation world, it is vital for individuals to understand exposure to lawsuits and creditor claims. We assist clients in recognizing particular creditor exposure through a detailed analysis of a client’s holdings to determine exposure from business and personal liabilities. We can advise clients in multiple areas to reduce or eliminate such exposure, including, but not limited to:

    • Family Limited Partnerships (FLP)
    • Limited Liability Companies (LLC)
    • Asset Protection Trusts (APT) – A foreign or domestic self-settled asset protection trust or, “self-settled trust” is a trust created for one’s own benefit, typically for the purposes of estate tax reduction or creditor protection.
    • Spousal Asset Allocation – Reallocating the ownership of particular assets between spouses can reduce the exposure of those assets to creditors of one or both spouses.
    • Investment Instruments – Working with clients and their advisors to determine the applicability of life insurance, annuities, retirement accounts, and other financial instruments as asset protection options.
    • Premarital Agreements – An agreement in contemplation of marriage designed to dictate the rights of one or both spouses in property owned by the parties upon divorce and/or death.

Entity Formation & Business Planning:

Whether starting a new business or formalizing an existing venture, it is crucial to do so under the asset protected veil of an entity. Failure to not only conduct business under the protection of an entity, but also to follow the entity’s specific formalities can expose the business owners, investors, lenders, and managers to the business liabilities. There are a number of considerations that must be examined when determining which structure is right for each client

Probate & Estate Administration:

Probate and/or Estate Administration is the legal process whereby property is passed to a person’s heirs upon their death. The type of property and assets of the decedent determine which process is necessary.

Each executor, administrator, trustee, and other fiduciary is bound to promptly create a plan to meet respective legal, financial, and ethical responsibilities. Without a timely and effective plan, a fiduciary cannot properly discharge the duties of office, thereby risking personal liability for opportunities lost and expenses incurred. We are committed to ensuring that our clients have a complete understanding of their obligations and a clear plan for meeting those obligations before they accept fiduciary appointments.

Strict deadlines, limited marketability of assets, and volatile financial markets require beneficiaries to be proactive in protecting their interests. Beneficiaries who delay in asserting their rights could experience irreparable financial harm through missed opportunities, increased tax and other costs, and changing economic conditions. Because each trust and estate is unique, we work closely with our clients to evaluate relevant legal, financial, tax, and business issues and to understand their concerns, needs, and expectations.

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