Estate Planning
The firm serves the client first and foremost in providing estate planning options for minimizing or eliminating estate taxes while fulfilling the client’s goals for his/her beneficiaries. Our involvement includes both counseling and preparation of estate plans that emphasize the client’s values as well as tax savings.
Some of the services the firm provides are as follows:
Residency, Florida homestead and Florida homestead tax exemption issues
Preparation of Wills and/or Revocable Trusts
Drafting Durable Powers of Attorney, Designations of Health Care Surrogates, and Living Wills
Multi-generation estate planning including irrevocable dynasty trusts
Intra family loans
Trusts for Minors
Special Needs Trusts
Assistance with IRA’s, 401ks, and other types of retirement plans
There are other planning vehicles and objectives that the firm can provide. Please contact us for further information.
Trust and Estate Administration
The firm assists Personal Representatives, Trustees and Beneficiaries in administering trusts and estates of decedents. The firm also represents corporate fiduciaries in the effective administration of trusts and estates.
Some of the firm’s services also include:
Advising personal representatives of estates
Advising trustees during trust administration
Reviewing and/or preparing federal gift and estate tax returns.
Post-mortem planning and elections
Residential and Commercial Real Estate Services
The firm provides sophisticated and prompt real estate and mortgage closings with all issues resolved and settled prior to closing the transaction. These services include extensive experience in handling issues concerning condominiums and cooperatives. The firm works with many local real estate brokers in the area handling residential transactions, commercial transactions (including leases) and certain high end residential transactions, including waterfront.
The firm’s services include:
Residential purchase and sale agreements
Residential real estate closings and title insurance
Residential loan closings (and refinance)
Site Planning and Site selection for commercial projects/assistance in land planning
Commercial leases
Commercial real estate purchase and sale agreements
Commercial real estate closings and title insurance
Commercial real estate loan closings (and refinance)
Commercial real estate mortgage refinances
Commercial real estate for car dealerships
Entity planning for commercial real estate transactions
Marital Agreements
Quite often prenuptial and postnuptial agreements are part of estate the estate planning process if there is a pending marriage. Prenuptial and postnuptial agreements deal with many issues regarding assets and marital rights in marriage, death and divorce. Additionally, Florida homestead law (“Florida’s legal chameleon”) can be quite complex is this area. The firm prepares premarital agreements and postnuptial agreements for clients
Business Entities and Transactions
The firm advises closely held business entities regarding formation, management, financing and purchase and sale of assets. The firm also assists clients in the purchase and sale of businesses and other transition events.
Some of the other services the firm provides in this area:
Entity planning for commercial real estate transactions
Financing and lines of credit
Estate planning for family businesses
Commercial real estate for car dealerships