Shareholder; Co-Chair, Wealth Preservation Practice Group
John Bergner is a shareholder in the Dallas, Texas office of Winstead PC. Mr. Bergner has been with Winstead for more than 36 years and serves as co-chair of the wealth preservation practice group. Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. His practice involves complex tax, estate and business succession planning as well as administration of estates. He earned a B.B.A. and J.D. from Washburn University, and an M.L.T. from Georgetown University Law Center.
Mr. Bergner is active in the American Bar Association, having served as a Council Director, and past chair of the Estate and Gift Tax Committee and the Continuing Legal Education Committee of the ABA’s Tax Section. He is a Fellow of the American College of Trust and Estate Counsel, currently serving as a member of the Estate and Gift Tax committee. He has lectured at numerous tax and estate planning seminars and is a visiting adjunct professor at the University of Miami Law School.
- Provides estate planning and administration of estates and trusts, including charitable and post-mortem tax planning and rendering advice regarding fiduciary responsibilities
- Represents and counsels individuals and entities regarding asset preservation and creditors in connection with claims against estates and trusts
- Organizes and qualifies private foundations and other nonprofit organizations
- Implements sophisticated estate planning techniques, including business succession plans, grantor retained annuity trusts and installment sale of limited partnership interests to grantor trusts
- Provides counsel to corporate trustees and trust departments