Kerry Ugarte

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

• Develop estate plans, gifting programs and estate tax plans. Successfully petition Probate Court for judicial modification of trusts. Represent clients in trust and probate administration. • Analyze estate tax scenarios for clients with estates ranging from $500,000 to over $10 million. • Represent clients seeking letters testamentary. • Draft tax-planned wills, irrevocable life insurance trusts and testamentary trusts. • Form LLCs and partnerships, draft partnership agreements. • Represent clients in Probate Court seeking probate and guardianship authority and trust modification. • Participated in successful IRS audit defense for a $100 million estate with a Section 6166 election to defer payment of estate tax. • Review uncontested docket pleadings including applications to probate wills, muniments of title, and for determination of heirship; review and assist with the audit of fiduciary accountings for guardianship estates.

Practice areas include estate planning, probate, trust administration, business formation, real estate transactions, and tax planning. Licensed in the State of Texas.

Trust and estate planning, business law and corporate law.

Probate, trust, estate planning

As Senior Project Manager, planned and managed multi-million dollar software projects, led cross-functional teams to develop and implement software projects, streamlined internal contract processes.

Redesigned business processes and conducted training aligned with innovative technology, planned and facilitated strategic planning workshops for top executives, managed multi-year software projects.