Meeting the growing needs for you and your family.

Practice Areas - Trust and Estate/Probate Attorneys in Boca Raton

Trust & Estate / Asset Planning

An Estate Planning Attorney is able to evaluate and advise you about the transfer of wealth and property to the intended beneficiaries during life or upon death with consideration to current tax laws.  This may include lifetime gifts, the use of charitable gifts, and life/health insurance, to accomplish asset preservation and achieve your estate planning goals.

An Estate Planning Attorney will then prepare:

Let us further explain these components of an estate plan: 

Will - a basic part of any estate plan.  In order to be considered valid, the last will and testament in the State of Florida, must comply with certain requirements:

Trusts/Revocable - is an estate planning tool that allows you to avoid probate process and reduce court costs and legal fees.  A trust has basic components:

Special Needs Trusts - are designed for someone with a disability: mental, behavioral, emotional, or physical limitations.  It allows assets to be held on behalf of the disabled person, so as to not interfere with the eligibility of public benefits (Medicaid or Supplemental Security Income).  

Trusts/Irrevocable - whereby the grantor lacks the power to amend, terminate or change the distribution of assets or beneficiaries. This is also a useful tool to remove assets from one’s estate for tax purposes.

Durable Power of Attorney - is the most powerful document authorizing someone to manage the financial affairs for another.  This document may also have an impact on Medicaid planning in Florida as an agent may need certain powers to help the principal achieve eligibility for Medicaid long-term care benefits.

Health Care Surrogate - appoints an agent to have the authority to make medical decisions for you in the event you are unable or incapable of making those decisions.   

HIPAA - appoints an agent to have the authority to obtain medical records.

Living Will - allows you to direct certain end of life medical procedures.  Specifically, if you face a terminal condition, end stage condition or persistent vegetative state; you choose whether you want life prolonging measures to be taken.  It must be in writing.  It is important that your doctor or health care provider have a copy to understand your wishes.

Preneed Guardian - allows you to choose a guardian of your person or property if needed, rather than have the state appoint one for you.


Probate & Trust Administration

When you or a loved one dies with a Will, the finalizing of one’s affairs may go through the court system. We focus on assisting the personal representative or trustee in marshaling, securing, and coordinating one’s financial affairs upon death. This involves:

Filing in all 67 counties throughout Florida!

We also provide post-mortem planning which can have a significant impact on an estate or trust, including valuable advice and planning for the heirs.


We strive to provide you with a customized plan to fit your individual needs. Please contact us to discuss your estate planning goals.

We offer a complimentary consultation for new clients.


Complimentary Consultation





Get in Touch

1800 NW Corporate Blvd., Suite 310 Boca Raton, FL  33431
Phone: (561) 600-1250
Fax: 561-600-1249
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