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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
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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
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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
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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
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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
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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
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