Firm Profile
Estate Planning:
Development of estate plans and preparation of documents, including all forms of trusts, wills and powers of attorney. Many of our clients create dynasty trusts that benefit multiple generations of family members by minimizing exposure to estate tax and creditors.
Family Businesses:
All aspects of family business planning, including sales, acquisitions, transfers to family members and stock purchase agreements.
Asset Protection Planning:
Consultation on protecting assets from potential creditors, including use of trusts and limited liability limited partnerships.
Tax Planning:
Consultation on sales or acquisitions of businesses and other assets; income, gift, estate and generation-skipping tax planning; planning for a child's education, and retirement planning.
Probate:
The legal process of settling the estate of a deceased person and distributing the property of the deceased.
Probate and Trust Litigation:
Representation in matters involving controversy between fiduciaries and beneficiaries, particularly as to issues related to federal tax matters and the Florida Trust Code.
501(c)(3) Organization:
Choice of Entity, Application for Tax Exempt Status, and Preparation of organizational documents.