321 N. Crystal Lake Drive, Suite 207Orlando, Florida 32803
Our firm focuses on helping clients transfer property efficiently to their beneficiaries and help lower estate, gift, generation-skipping and income taxes and build close relationships over many years with our clients and their families. We provide legal services to both individual and corporate personal representatives, trustees, and beneficiaries on federal and state tax issues, including representation before taxing authorities, as well as matters considered by the probate court. We also assist trustees and beneficiaries with trust modifications, reformations, and trust conversions as well as with accountings and other obligations arising from the trust or estate.
We tailor estate plans for individuals by considering sophisticated and straightforward estate planning devices. When we develop a plan, it fully reflects the input and directions we have received in our in-depth interviews with you. Elements put in place today can have a profound effect on how wealth is retained and administered in the future. Our collective expertise addresses the challenges and stands the test of time. If you own a business, we take the necessary steps to ensure continuity and value for family members, shareholders, employees and customers. We work with you to establish goals and then to implement them efficiently and effectively.