Planning an estate to coordinate client objectives, streamline administration, and minimize inheritance taxes requires expert guidance. We believe in a team approach to create effective estate plans. We also counsel new Florida residents who have relocated from other jurisdictions.
A partial list of our services include: |
- Preparation of Wills, Revocable and Irrevocable Trusts
- Preparation of Durable Powers of Attorney, Designation of Health Care Surrogates, and Living Wills
- Probate court representation, including summary administrations and ancillary estates
- Assistance in trust administration
- Planning for the ownership and disposition of interests in closely held businesses
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