General Areas of Practice

“We maintain a commitment to community service which has earned the firm an excellent reputation. Our members participate in a variety of community and bar association related service projects.”

Estate Planning – Wills & Trusts

We are dedicated to providing our clients with personalized service designed to meet each individual client’s estate planning goals. Each client has different planning needs. These include planning for incapacity, planning for the disposition of one’s assets at death, planning for a special needs child, or planning to minimize transfer taxes. We are prepared to meet the particular needs of each client. Our services may include the preparation of the following documents:

Last Will & Testament
Durable Power of Attorney
Living Will
Health Care Surrogate
Revocable (Living) Trusts
Irrevocable Trusts (GRITS, GRATS, GRUTS, QSST, Dynasty, Insurance, etc.)
Charitable Trusts (CRUTS, CRATS, CLATS, etc.)
Special Needs Trusts
Pre-Nuptial Agreements
Post-Nuptial Agreements
Planning to minimize trust and income taxes
Asset protection planning
Homestead and real estate tax planning
Planning to avoid guardianship
Formation and administration of charitable organizations (Foundations)
Family business succession planning
Entities (Limited Partnerships, LLCs, Corporations (“S” and regular), etc.)

 

Income, Estate, Gift & Generation Skipping Tax Planning

Income, estate and gift tax planning requires knowledge of the ever changing tax laws. Our services include:

Pre and post-mortem planning to minimize transfer and income taxes for individuals, entities and fiduciaries
Preparation of fiduciary income tax returns
Preparation of estate, gift and generation skipping trust tax returns

 

Estate, Trust & Guardianship Administration

Our attorneys have experience representing a variety of fiduciaries including executors, trustees and guardians. We offer a broad range of services including probate and guardianship court proceedings, preparation of estate, gift and income tax returns, and advising the fiduciary as to its legal obligations and duties.

 

Probate Litigation

We regularly assist clients with substantial disputes related to challenges to the validity, construction and/or the proper administration of wills, trusts or estates; creditor claims; the rights of surviving spouses; and determining title to assets.

 

Real Estate Transactions - Sales and Leases

Our attorneys represent local, national and international buyers and sellers of residential and commercial real estate throughout the state of Florida. We assist our clients in all facets of a real estate transaction, including the negotiation of terms; title insurance; correcting irregularities in documents; preparation of contracts, leases and mortgages; and representation at closing. Our Firm is an approved title agent of Old Republic National Title Insurance.

 

Civil Litigation & Appeals

We have more than 30 years of experience in State and Federal trial and appellate courts in a broad range of matters including disputes arising from business, banking and real estate contracts, land title questions, broker commission claims, property boundary issues, construction and other liens, foreclosures and foreclosure defense, creditors’ rights in bankruptcy, landlord/tenant relationships and decisions made by local government boards.