PRACTICE AREAS

  • Probate and Estate/Trust Settlement

    • Probate administration
    • Trust administration
    • Personal representative guidance
    • Fiduciary accounting
    • Fiduciary tax compliance
    • Investment research and due diligence

  • Wills and Trusts

    • Wills
    • Revocable living trusts
    • Irrevocable trusts
    • Insurance trusts
    • Charitable trusts
    • Generation-skipping (perpetual/dynasty) trusts

  • Advanced Estate Planning

    • Family limited partnership
    • Private foundation
    • Public charity
    • Family holding company
    • Private annuity trust
    • Guardianship
    • Trust management
    • Medicaid planning
    • Powers of attorney
    • Health care surrogate designations
    • HIPAA release

  • Tax Planning

    • Income tax planning
    • Estate tax planning
    • Tax return preparation
    • IRS controversies
    • Tax court representation
    • Federal tax compliance
    • Florida tax compliance

  • Guardianship Law

    • Guardianship of a minor.
    • Limited guardianship.
    • Plenary guardianship.
    • Standby guardian.
    • Guardian advocate. 
    • Pre-need guardian.

  • Elder Law

    • Retirement Planning.
    • Life Insurance Planning.
    • Medical Cost Coverage Planning.
    • Estate Planning.
    • Ancillary Documents Preparation.
    • Long Term Care.
    • Quality of Life.

  • Medicaid

    • Assessment of Eligibility
    • Asset Management
    • Application Assistance
    • Estate Planning Integration
    • Navigating Complex Regulations
    • Ongoing Consultation