Practice Areas
Wills, Trusts & Estate Planning & Family Wealth PreservationProbate, Trust Administration & Family Wealth Transfers
Asset Protection
Business and Succession Planning
Real Estate Services
Wills, Trusts & Estate Planning & Family Wealth Preservation
We provide a wide range of estate planning and family wealth preservation
services from complex trusts to basic wills. The attorney will meet with you
one on one to discuss your goals and ideas about family wealth preservation,
end of life desires, and inheritance issues. The attorney will create a unique
estate plan that meets your expectations while at the same time focuses on gift
and estate tax planning. Then, the plan is incorporated into various trusts,
which may include: Credit Shelter Trusts, Marital Deduction Trusts, and
Generation Skipping Transfer Trusts, Qualified Personal Residence Trusts,
Irrevocable Life Insurance Trusts, and Charitable Trusts. We also provide
powers of attorney, living wills, and designation of health care surrogates.
You will feel confident in your estate plan knowing a professionally
trained tax attorney is handling your case.
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Probate, Trust Administration & Family Wealth Transfers
We provide a comfortable atmosphere to handle some of the most difficult experiences in your family's life. The death of a loved one is always overwhelming, and we help in understanding the legal aspects of settling one's estate and transferring assets to the beneficiaries. This may be through the Florida Probate Code or under the Florida Trust Administration Laws or a combination of both, depending on the type of estate plan your loved one created. We guide you through the experience with compassion, dignity and expertise.
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Asset Protection
We understand that you have worked hard to acquire a nest egg for retirement and to care for your descendants and want to protect the time and energy you have expended towards that end. We can explain creditors rights under Florida law and provide guidance on the best way to protect your assets from accidents and undue legal proceedings.
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Business and Succession Planning
As owners of a business ourselves, we understand the passion,
time, and consideration you put into your own business. We can help
you structure, create, merge, buy, sell, spin-off, or dissolve your
corporation, subsidiary, limited liability company, professional
association, general or limited partnership, limited liability limited
partnership, or non-profit entity. We can provide employment agreements,
non-competes, buy-sell agreements, shareholder agreements, partnership
agreements, and general contracts that you will need to protect and operate your
business in an efficient and professional manner.
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Real Estate Services
We are well versed in real estate transactions and provide title insurance through the Attorneys’ Title Fund Services, LLC. We understand the real estate market is fast paced and we have the capabilities to act swiftly and competently from contract to closing. We prepare Warranty Deeds, Quit Claim Deeds, Residential and Commercial Leases, Lease Options, Rights of First Refusal, Easements, Mortgages, Notes, and all of the various documents required to obtain and transfer marketable title. A real estate purchase is a major event in your life that you should entrust to be handled by our competent real estate professionals.
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