Trusts & Estates

Our Florida Trusts & Estates Attorneys

Whether a client's estate is large or modest, our commitment is to implement estate planning documents for each client that will carry out his or her objectives in the most appropriate manner. No one document is suited to each client nor is there such a document as a "simple" Will. With offices in Naples, Florida, our trusts and estates attorneys serve clients located both locally and across the globe.

Our Trust & Estates Services

As a part of the Estate Planning process we meet with our clients to educate ourselves about the client's particular situation, goals and objectives, and then develop and provide recommendations to fit the client's needs. Through this process we often employ a variety of Estate Planning techniques to accomplish a client's objectives, such as:

  • Declarations of Domicile
  • Irrevocable Insurance Trusts
  • Advance Directives
  • Irrevocable Gifting Trusts
  • Health Care Surrogates
  • Grandchildren's Trusts
  • Living Wills
  • Grantor Trusts
  • Preneed Guardian
  • Grantor Retained Annuity Trusts
  • Powers of Attorney
  • Charitable Remainder Trusts
  • Complex Wills
  • Charitable Lead Trusts
  • Pour Over Wills
  • Qualified Personal Residence Trusts
  • Revocable Trusts
  • Private Foundations
  • Prenuptial Agreements
  • Family Limited Partnerships or LLCs
  • Postnuptial Agreements
  • Private Annuities

Developing an estate planning strategy that best suits your needs starts with one of our Trusts & Estates Practice Group attorneys meeting with you and taking the time to listen to your goals and objectives. We would welcome the opportunity to meet with you and learn more about your planning needs.

Learn more below about our trust and estates practice. We welcome you to contact the firm to speak with us about how we can serve you.

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Estate Planning

Estate Planning is the foundation of our Trusts & Estates Practice Group. Estate Planning is the implementation of legal advice and documentation to have one’s property and affairs properly ordered in the event of death or incapacity. The c…

Family Wealth Planning

In today’s era of increased longevity, a focus on “multi-generational” planning for one’s heirs has become increasingly important. A cornerstone of our Trusts & Estates practice is properly navigating the client around iss…

Probate

The stress of a court supervised estate administration (i.e., Probate) is certainly not something a family looks forward to after the loss of a loved one. In many cases, however, this process is a necessary step in moving forward and transferring ass…

Trust Administration

Our Trusts & Estates Practice Group regularly assists Trustees in the administration of Revocable Trusts at the death of an individual or administration of Irrevocable Trusts during lifetime. We also can serve in the role as Trustee if requested…

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