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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.

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… Read More

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… Read More

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… Read More

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… Read More

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News

Identity theft affidavit now available for businesses/other entities to file with IRS

Aug

August 19th, 2020

The IRS & Form 14039B quickly assist businesses/other entities of identity theft making it easier for businesses, estates, trusts & tax-exempt organizations to report identity theft to the IRS. Read More

Gift and GST Tax Returns and Payments Postponed to July 15 (03/31/2020)

Mar

March 31st, 2020

Gift and GST Tax Returns and Payments Postponed to July 15 The IRS has postponed until July 15, 2020, the filing date for 2019 gift and generation-skipping transfer tax returns, and making payments of those taxes that would otherwise be due on April… Read More

Treasury, IRS and Labor announce plan to implement Coronavirus-related paid leave and tax credits to swiftly recover the cost of providing Coronavirus-related leave

Mar

March 25th, 2020

Treasury, IRS and Labor announce plan to implement Coronavirus-related paid leave for workers and tax credits for small and midsize businesses to swiftly recover the cost of providing Coronavirus-related leave. Click here to read. WASHINGTON – Toda… Read More