Services

Advanced Estate Planning & Trust Litigation Lawyer in Stuart and Palm Beach

Your whole life, you worked hard to leave a legacy behind for your loved ones. But when the time came, most of your assets landed up with the IRS or the state taxing authorities. Advanced estate planning ensures that when the time comes to distribute your assets, your will is followed and executed precisely.

West Palm Beach Estate Planning Lawyer

Advanced Estate Planning Lawyers Palm Beach | Legal Advice Call (561)-656-0200

The lawyers at Doane & Doane assist individuals, families, and businesses with unique estate planning needs, such as business succession, tax planning, high net worth, and charitable giving planning by our West Palm Beach Estate Planning Attorneys.

We also help our clients plan for the future by creating trusts, managing Medicaid goals and planning for the care of children and other loved ones. Whatever your goals, we can help you achieve them.

The Game Plan

The best advice that we give to our clients is to keep things simple. Simple things are easy to manage and also remember. Our advanced estate planning attorneys are dedicated to ensuring that your property and assets are transferred to your loved ones smoothly and with minimal trouble.

Family Limited Partnerships

A business created by family members pooling their assets. Each family member then owns shares of the business. Benefits include:

  • Maintain control of family assets
  • Facilitate annual giving
  • Obtain valuation discounts for gift and estate tax purposes
  • Shift income to lower tax bracket
  • Avoid probate
  • Create hurdles for creditors
  • Provide management structure for disability
  • Protect family assets against failed marriages
Estate Planning Law Palm Beach

Private Foundations

A private not-for-profit legal entity organized under section 501(c)(3) of the IRS Code exclusively for charitable, educational, religious, scientific, or literary purposes. Benefits include:

  • Tax deduction for the transfer of assets into the foundation
  • Charitable estate tax deduction for assets transferred to the foundation upon death
  • Donor control over contributions and disbursements
  • Public charity—Donations result in tax savings for the donor

Family Holding Companies

A legal entity formed to hold family assets and make partial distributions to future generations. Its major benefit is to reduce the gift tax that would otherwise be due.

Private Annuity Trusts

The transfer of a substantially appreciated asset in return for periodic payments back to the trustor. Benefits include reducing or eliminating estate taxes, as the asset is no longer part of the trustor’s estate and West Palm Beach Estate Planning Attorneys.

Guardianships

A guardianship gives a court-appointed individual or entity the authority to make decisions for an incapacitated person who cannot provide for his her own basic needs, properly care for his or her health, and/or manage his or her finances.

Trust Management

Doane & Doane proves the legal and financial services required to manage a trust.

Medicaid Planning

The legal transfer of assets to family members in anticipation of the future need to qualify for Medicaid health and long-term care benefits.

Power of Attorney

A document that allows the principal to give authority to another person to make financial and legal decisions on behalf of the principal. It is called durable when, by its terms, it remains effective even if the principal becomes mentally incompetent or physically disabled.

Health Care Surrogate Designation

A document, signed by a competent adult, designating another person whom the person trusts to make health care decisions on the person’s behalf should that person become unable to make such decisions.

Customized Advanced Estate Planning

At Doane & Doane, we believe no two people have the same set of requirements and circumstances. As such, we customize our plans to meet both your short-term and long-term goals. Irrespective of your marital status, we have a plan to protect both you and your goals.

You Can Trust Us

Blind faith is foolish, so we let our actions speak for themselves. Our lawyers are –

  • Dedicated to your cause.
  • Give sound legal advice.
  • Are experienced and completely professional.
  • Believe in smoothening an otherwise rough road for you and your loved ones.
  • Committed to leaving no stone unturned in order to help you.

Why Choose Doane & Doane For Advanced Estate Planning

  • We provide a free consultation.
  • We can help you with all aspects of estate planning.
  • We speak from experience, and our advice is backed by solid facts.
  • Our lawyers help you understand the legal terms without trying to confuse you.
  • Our attorneys give you the final say on your property and assets.

Still, Don’t Believe Us?

See what our clients have to say about us …

Rebecca Doane has been an exceptional adviser and counselor to my family over the past ? years, (since she founded Doane and Doane, don’t remember the year) Her ability to listen closely and patiently and to articulate my options, has always allowed me to leave an appointment with a clear understanding of what will take place and how it will be executed.Her care and concern for her clients is exceptional and I know, if necessary, she will be a tough advocate on my behalf I recommend her unequivocally.
EJ C.
Rebecca Doane is “unique” – an Angel sent from heaven – and easy to do business with. My first meeting with you, you made me feel welcome, at ease, encouraged, trusting and hope for dreams come true. I keep on recommending you to everyone in need and hope for the best. I never had better services than yours, therefore I will continue to enjoy meeting with you.
Victoria E.
I have been fortunate in my later years to meet Rebecca Doane, a lawyer with all the requirements I need in this part of my life. She is a great estate lawyer, very up to date in all the estate procedures. I have a family of five children, eleven grandchildren. She takes care of all of them for me, and she is always nice to be around. The staff she has in her office is really super.
Edward S.
We needed to have our estate, durable power of attorney, healthcare surrogate, and living will documents recreated as we have moved to Florida from another state. We consulted with Rebecca at the recommendation of our financial consultant and then hired her firm to do the documents. All was handled very well by Rebecca and her staff who we believe have integrity and are actually kind people. We very much appreciate Rebecca’s provision of additional detail in our living wills to ensure that our wishes would be understood and followed.
Anonymous
Rebecca Doane has been my wills, estate trust attorney for 20 years. I have used her for work including out of state and international situations. I am grateful for her experience and proactive insight which have been critical in avoiding problems. The office is convenient and professional. Rebecca is an attorney who cares about her clients. She does an exceptional job of providing personalized legal representation.
Betsy S.
Rebecca Doane has been my wills, trust and estate attorney for 20 years. I have used her for work including out of state and international situations. I am grateful for her experience and proactive insight which have been critical to avoiding problems. The office is convenient and professional. Rebecca is an attorney who cares about her clients. She is easily accessible by phone and text and does an exceptional job of providing the best personalized legal representation.
Anonymous
Rebecca Doane has been our attorney for many years and she has been outstanding in helping us with our trust. Not only is she professional in her manner and recommendations she also has a warmth and understanding when assisting us that makes a difficult task not as difficult to complete. Rebecca gave us areas of thought to our estate planning that we would have never thought of on our own. She has become a dear friend and trusted associate. I would certainly recommend her to others and I have several times.
Judi R.
I highly recommend Doane and Doane to anyone needing tax or estate planning services. I have used them for everything from a simple Will to more complicated Trusts and they always provide remarkable guidance and advice. Randall and Rebecca have an in-depth knowledge of both accounting and tax laws and they took the time to make complicated estate planning understandable. Their caring staff made sure that every detail was handled thoroughly and completely and they are always there for me when I have questions or concerns. With more than 37 years in the business and the wealth of knowledge that comes with it, I trust them for all my family’s tax and estate planning needs. Doane and Doane is simply the best!
Kimberly F.
After procrastinating for many years about getting my estate plan in order, I finally decided to get down to business. I was referred to Randy Doane of Doane & Doane, PA by a friend. I was glad to note they possessed all my base-line requirements: Board Certified in Wills, Trust and Estates, taxation experience, excellent reputation, firmly planted in the area, boutique atmosphere, convenient location and initial consultations were complimentary. I arrived with the pre-conceived notion that my particular situation was somewhat convoluted. I was sure estate planning would pose a tremendous challenge. At my initial consultation, I had a chance to present my situation and verbalize my anxieties. Within that first meeting, Doane & Doane presented me with recommendations, options and fees. Because of their knowledge and expertise, my presumed difficulties were readily resolved. I was able to finalize my estate plan within a couple of weeks. It turned out to be a pleasant and informative experience. I have been back to Doane & Doane, PA a few times over the years to integrate into my plan some life changes that have occurred. Always .. . I am met with great care and concern for my overall situation and ultimate satisfaction. Always . . . I leave with the precious gift they promise at the first meeting: Peace of Mind! When I cross their threshold, I am often a glass-half-empty sort of fellow because that’s just who I am. When I leave the offices of Doane & Doane, PA, I am definitely transitioned into a glass-half-full sort of guy because I know the legacy I worked so hard to accumulate all my life will follow the path I desire. Thanks, Doane & Doane, PA. Peace of Mind is a beautiful thing!
David S.
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