Personalized and Comprehensive Estate Planning
Protect Your Assets
Preserve Your Family's Wealth for Generations to Come
Estate planning is a process, not a transaction. It is an evolving relationship. Effective estate planning, given today's complex tax system, cannot be done in short order - it needs to be implemented strategically, often times over several years. I specialize in creating customized estate plans tailored to meet the unique needs and goals of each client. From Wills and Trusts to complex intergenerational planning strategies, I provide comprehensive legal assistance to ensure the preservation and transfer of family wealth. My focus on complex family dynamics and personalized strategies sets me apart in helping clients achieve their long-term goals with peace of mind.
Areas of Practice Expertise in all Areas of Estate Planning
I have been practicing exclusively in the areas of estate planning, probate administration, trust administration and fiduciary representation for decades. I have helped high net worth clients with all aspects of their planning, including but not limited to:
Estate and Trust Planning
Understanding your needs and creating a plan specifically suited to achieve your planning goals and define your legacy.
Probate Administration
Implementing and administering the process of transferring your estate to your heirs when court intervention is required.
Fiduciary Representation
Advising Personal Representatives and Trustees of their obligations in the performance of their duties in administering the provisions of Wills and Trusts under Florida law and Federal tax laws.
Real Estate
Assisting clients in negotiating, structuring and closing residential real estate purchases and sales to reduce overall transactions costs and potential property tax assessments.
Direct Representation Hands-on Attention
When you hire me to handle your estate planning and related needs, I handle all components of the representation - your work is not delegated to another professional - whether legal secretary, paralegal, or attorney - you get my direct, hands-on attention.
If your needs require representation in a different area of law outside my scope of expertise, I will coordinate with you to retain counsel that will provide the best representation available in the required field.