Contact Us Today: (407) 977-8080
Contact Us Today

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.

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.

Learn More

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.

Learn More

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.

Learn More

Trust and Estate Administration

Formal Probate Administration, Summary Probate Administration and Trust Administration.

Learn More
Contact Us Today

Latest News

Feb
04
2020

How Does a Florida Spendthrift Trust Work?

If you are creating your estate plan and would like to set up a spendthrift trust to protect one or more of your adult loved ones, consult with an experienced estate planning attorney first. Your attorney can review your objectives, as well as the size of your estate, and help you devise a plan that fulfills your wishes.
Read More
Jan
28
2020

Disadvantages of Florida Irrevocable Trust

For example, irrevocable trusts, while useful for preserving estate assets for beneficiaries, do come with certain drawbacks depending on the purpose for which the irrevocable trust was created
Read More
Jan
21
2020

Selling Property in a Revocable Trust in Florida

A revocable living trust is one of the most important and useful tools in the estate planning process. It allows you to create instructions for what happens to assets owned by the trust while you are alive and well, in the event you become disabled and after you pass away.
Read More