Seasoned legal counsel and collaborator.
Roni Jarnagin brings together decades of law practice, business owner experience, and wealth strategy perspective.
Schedule a 15 min ConsultationA background that crosses law, business, taxation, and wealth strategy.
"I feel so confident because of what you did for me."
Brooke
Roni strives for all of her clients to have this level of satisfaction. As a direct result of her extensive and varied experience, Roni has a knack for breaking down the issues in understandable plain speak, resulting in actionable decision points for the client.
Between "big-box" corporate law firms and her own solo practice, Roni gained extensive experience in general business, trusts and estates, and some litigation in both of those worlds. But because the death tax exemption has ballooned in recent years, fewer and fewer people are concerned with death taxes. Instead, for the past 15 years or so, income-tax concerns have become increasingly more impactful to both business owners and estate planning clients. So after more than two decades of law practice, Roni pursued a master's of tax law degree from the University of Denver. Collectively, her law practice and advance study sharpened her understanding of business deductions, retirement-income and capital gain tax efficiencies.
Roni also took a few years' detour as a Senior Wealth Strategist in the investmentindustry. That experience added yet another dimension to her work and gives her a comfort level discussing financial topics that many attorneys simply do not feel comfortable addressing. She is a true collaborator with a client's full financial team of advisors.
Fun fact: Roni has an eye for wildlife
photography.
But perhaps her most unique hobby was singing the National Anthem for college and professional teams when she lived in Indy,
such as: NBA Indiana Pacers, WNBA Indiana Fever, Indiana University men's and women's Basketball, Butler University men's
Basketball, Indianapolis Indians baseball, NFL
Indianapolis Colts
and . . . TNT Monster Truck Jam!
"We contracted Atty Roni Jarnagin to prepare a trust defining our disposition of assets for our children upon our demise. She is truly a pleasure to work with, because she explains every detail in simple everyday terms and avoids legalize terminology. We feel she has our best interests at heart and treated us like family. She is indeed the paradigm when it comes to fulfilling your legal concerns. Really a trustworthy person." Ted and Cheryl - Silverthorne, CO
Combined business and law practice experience.
Senior Wealth Strategist in the investment and wealth industry.
Master's degree in tax law from the University of Denver.
Selected experience across business, estate planning, and trust administration.
- Assisted in a C-corp spin-off while preserving favorable capital gain treatment tied to qualified small-business stock.
- Negotiated installment sale of a Goddard School franchise and related commercial lease matters.
- Estate planning for LGBTQ+ families.
- Worked on pre-marital agreements designed to help protect a family enterprise.
- Handled trust litigation that removed a biased trustee and recovered disproportionate distributions.
- Assisted adult daughter of a parent with dementia obtain legal protections against online scammers with conservatorship and guardianship.
- Guided parents of an adult child with disabilities on guardianship and supplemental needs planning in their will/trust.