Trusts & Estates

Estate planning, in essence, is merely the process of creating plans for dealing with disability and death. While everyone may need estate planning, not everyone needs the same estate plan.

Our trusts and estates practice group is comprised of attorneys who are experienced in estate planning, probate and trust administration, and guardianship. We work to fully understand the family situation and assets in order to structure the appropriate estate plan to accomplish client goals. Our practice group customizes documents to maximize benefits for clients and beneficiaries, while minimizing the various tax and non-tax implications associated therewith. Further, working in conjunction with our litigation practice group, we can guide clients through lawsuits and disputes which sometimes arise in the administration of estates and trusts. Our experienced trusts and estates practice group has significant experience in the following areas:

Business Succession Planning
Charitable Planning
Estate Administration
Estate Planning
Income, Estate, Gift and Generation Skipping Transfer Tax Planning
Probate & Trust Disputes & Litigation
Trust Administration
Wills, Trusts & Advance Directives

Led by Florida Bar Board Certified attorneys, we handle complex legal matters, offering the perspective and capabilities of a large firm, while maintaining the distinct focus and individual attention of a smaller firm.

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