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

• Asset protection planning for high net worth individuals and medical professionals

   

• 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

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

• 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

• Complex title issues arising under probate administration
• Trust administration
• Homestead matters
• Foreign buyers and sellers of Florida real property

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