Jesse T. Mountjoy

Jesse focuses his practice on individuals who have a need for legal advice and services to protect and transition wealth to their heirs as well as plan for their own retirement. His clients are business owners, successful entrepreneurs, or highly compensated executives. Jesse works to chart the best strategy to minimize tax consequences associated with retirement and inheritance to preserve wealth. He provides legal advice for estate planning, tax and retirement planning, as well as elder law services.

Jesse also works with business owners to help them with employee benefits and corporate tax planning. In many cases, a successful business owner’s personal need for employee benefits and wealth planning is intertwined with their businesses. He helps these individuals do what makes sense for themselves as well as their employees, which may include family members.

In the event that disputes result, Jesse is also a litigator. He defends his clients in the areas of probate, tax litigation and estate litigation. With over four decades of experience to bring to every situation, Jesse can provide his clients with the insight they need to consider the course of action that is best for them.

Jesse likes to work with clients who want to plan methodically for their retirement and provide a secure future for their families. He discusses all aspects of this process with them including tax consequences and elder law issues and then puts a plan in place for their estate. Jesse takes the time to understand each individual’s specific situation so that he can provide the advice aligned with his clients’ wishes.

The perfect client for Jesse is an individual in the western Kentucky region who needs help with developing an estate plan that includes their will, advanced directives, business succession planning or retirement planning, and establishing the tax consequences associated with their various options.

Bachelor of Arts (Magna Cum Laude), Centre College of Kentucky – 1965

Juris Doctorate, Vanderbilt University – 1969

Omicron Delta Kappa

Phi Alpha Theta

Phi Delta Phi

Justice of Moot Court Board

Daviess County Bar Association, President – 1994

Internal Revenue Service Chief Counsel’s Office, Senior Trial Attorney – 1970 to 1974

First Christian Church, Chair of the Board , 1986-1988

Chair of the Tax Section of the KBA in 1986-1988

The Owensboro Estate Planning Council, 1984-1985 and later in 1991-1992

President of the Owensboro Symphony Orchestra about 1990-1992

RiverPark Center, Inc, Chair of the Board from 1994 through 2000

RiverPark Foundation, Chair of the Board from 1996 through 2009 (when it merged with and into RiverPark Center, Inc.)

Legal Counsel

Green River Area Community Foundation, Inc., Chairman of the Board

Audubon Area Community Services, Inc., Legal Counsel

Trustees at First Christian Church, Chairman of the Board

Daviess County Bar Association

Kentucky Bar Association – Tax, Probate and Trust Law and Business Law Committees

American Bar Association – Tax Section, Real Property, Trust and Estate Law Section, and Business Law Section

Commonwealth of Kentucky

U.S. District Court, Western District of Kentucky

U.S. Tax Court

U.S. Court of Appeals for the Sixth Circuit

Chapter 11, “Capitalizing the Business Entity”, of Kentucky Business Organizations Handbook, University of Kentucky Law School (1989)

Chapter 4, “Capital Structure of the Corporation,” of Kentucky Corporation Law Practice Handbook, (UK/CLE 1997)

Co-Author of “Non-Profit Corporations in Kentucky” (UK/CLE, 2d Ed., 1991)

Compensation of Fiduciaries and Attorneys’ Fees”, Kentucky Estate Administration Practice Handbook, University of Kentucky Law School, (2d Ed. 2000)

Co-Author of “Ethics for the Transactional Lawyer” (UK/CLE, 12th and 13th Biennial Business Association Law Institute, 2009 and 2011)