The Duffey Law Firm
Practice Areas
 






Including, but not limited to:

  • Drafting estate planning documents such as; last will & testament, revocable trusts, irrevocable trusts, elective share trusts, life insurance trusts, durable power of attorney, living wills, designation of health care surrogate, limited partnerships,
    c-corporations, sub-s corporations, limited liability companies, etc.
  • Counsel clients on wealth preservation, generation transfer issues, charitable giving and philanthropy.
  • Pre-marital agreements, post-nuptial agreements, multiple family wealth planning, non-traditional couples planning

 

Estate Administration

 



Including, but not limited to:

  • Supervision of estate administrations from the opening
    of probate and granting of Testamentary Letters of Administration
  • Disposition of any creditor’s claims
  • Resolution of Homestead
  • Supervision of Florida real estate matters and beneficiary issues, through close
    of probate and discharge of the personal representative
  • Preparation of fiduciary tax returns required in estate administration including,
    but not limited to final IRS 1040 & IRS 1041 tax returns, IRS 706 & 709 tax returns
 

Trust Administration
 


 


Including, but not limited to:

  • Assistance to Trustees with administration of trusts from acceptance of Trustee
  • Supervision of ongoing trust administration
  • Oversight and guidance on Fiduciary duties, including but not limited to
    management of trust assets reporting and accounting to trust beneficiaries
  • Resolution of issues between Trustees and beneficiaries
  • Conclusion and termination of trust administration 
  • Preparation of fiduciary tax returns required in trust administration including but
    not limited to final IRS 1040 & IRS 1041 tax returns, IRS 706 & 709 tax returns
 

Litigation Matters
 

Arising in the context of probate and trust administration,
including but not limited to resolution of such issues as:
  • Will contests
  • Objection to appointment of Personal Representatives
  • Trusts contests
  • Objection to appointment of Trustee
  • Resignation of Personal Representatives and Trustees
  • Homestead issues
  • Creditor claims
  • Beneficiary claims
  • Personal Representative and Trustee accountings
  • Tax issues arising from probate and trust administration
 

Real Estate
 

Experienced with all areas of Residential real estate transactions,
with expertise in: 
  • Complex title issues arising under probate administration
  • Trust administration
  • Homestead matters
  • Foreign buyers and sellers of Florida real property
 

corporate entities
 



Matters related to closely held corporation's, including:

  • Formation
  • Buy Sell agreements
  • Valuation issues
  • Partnerships
  • Limited liability companies
  • Asset protection
  • Corporate compliance matters
  • Succession issues