Our Firm
Our firm counsels clients about the importance of planning. As part of the planning practice, we provide strategies regarding the transfer of wealth and property to beneficiaries. We educate our clients as to how charitable gifts, lifetime gifts and life insurance can accomplish their estate planning goals. Our experienced professionals will then prepare wills, revocable and irrevocable trust agreements; including powers of attorney, health care surrogate, living wills, special needs trusts, non-judicial modification agreements and deed transfers.
Probate and trust administration focuses on marshaling, securing, coordinating, and finalizing one’s financial affairs upon death. Our firm counsels the personal representatives (executors) of the estate; assisting them with the administration of the estate and providing advice to the trustees. We collaborate with the accountants on the preparation of federal estate and generation-skipping tax returns. The firm has extensive experience in probate matters and appears in the county probate courts in Florida for estate administration matters. In addition, our firm provides valuable post-mortem planning. This can have a significant impact on an estate.
We strive to provide you with a customized plan to meet your individual needs. Please contact us to discuss your estate planning goals. We provide a complimentary consultation for all new clients.
In our Elder and Special Needs Law Practice, we pride ourselves on educating and advocating on behalf of the elderly, disabled and their families. We assist families in protecting their assets against the costs of their long-term care beginning with customized estate planning tools including robust Durable Power of Attorneys, Advance Healthcare Directives, specialized Revocable and Irrevocable Trusts, Wills, and Deeds. With special training and Board Certification in Elder Law, we are specially trained to evaluate our clients’ needs and capacities, as well as holistic and supportive decision-making. We leverage these plans using the government’s own rules and laws to assist our clients in legally sheltering their assets and obtaining Medicaid benefits to help pay for their long-term care at home, in assisted living facilities, and in nursing homes. Our goal is to provide our clients with dignity and safety as they age, ensuring that they and their families understand their choices and options for care over time. We can assist in advance of any care needs by creating a comprehensive estate plan, as well as in a crisis when the client is already receiving care to “stop the financial bleed” and ensure that the client can maximize the use of their own funds, as well as access support from the government.
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Estate Planning
Elder Law
Special Needs Planning
Asset Protection
Probate
Trust Administration