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Florida’s only law firm with two attorneys board certified in both
Wills, Trusts and Estates and Elder Law.

Estate Planning

Estate planning is a process designed to allow you to control your property while you are alive and well; plan for yourself and your loved ones in the event of your disability and then give what you have, to whom you want, when you want, the way you want.

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Elder Law

Elder law is not necessarily defined by any specific technical legal distinctions. Rather, elder law is more accurately defined by the people that it serves—older individuals, most commonly referred to as seniors or elders.

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Special Needs Planning

Special needs trusts (also sometimes referred to as “supplemental needs” trusts) allow a disabled beneficiary to receive gifts, lawsuit settlements, or other funds and still be eligible for certain government programs.

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Dispute Resolution

Dispute Resolution, also known as alternative dispute resolution, is a process where a neutral and impartial third person acts to encourage and facilitate the resolution of a dispute without litigation. It is an informal and non-adversarial process.

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Latest News

Apr
25
2019

Special Needs Trust Trustee Responsibilities

Being named trustee of a special needs trust is a great honor as well as a huge responsibility. Whether you are seeking a trustee or thinking about accepting a request to act as one for a family member, your first move should be to contact an experienced special needs and elder law lawyer.
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Apr
23
2019

How the Changes to Retroactive Medicaid Affect You

In 2018, lawmakers changed the retroactive eligibility for those who qualify for Medicaid from 90 days to 30 days. This dramatic change is expected to affect thousands of Floridians.
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Apr
18
2019

2019 Tax Brackets and Exemption Amounts for Trusts and Estates

Every year, tax brackets and exemption amounts are adjusted to reflect cost-of-living increases. For individuals creating or updating their estate plan, recognizing and understanding the impact of such changes is vital for beneficiaries.
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Partners in planning. Friends for life.

Our Motto is “Partners in planning. Friends for life,” because it embodies our philosophy of working side by side with our clients to co-create their estate plans, while enjoying a life-long relationship as friends and trusted advisors.

Our Mission is to provide the highest quality legal services, focusing on education, the client experience and development of life-long relationships, to create and support valued and lasting planning for our clients and the ones they love.