Picture

 


ESTATE PLANNING

Wills. Florida residency; wills; testamentary trusts.

Revocable Trusts. Probate avoidance; asset control and management; incapacity planning and guardianship avoidance; privacy concerns; selection of fiduciary and beneficiaries; form of inheritance; general bequests; specific bequests; continuing trusts for beneficiaries.

Incapacity Planning. Durable powers of attorney; advance directives for health care (living wills and health surrogates); guardianship avoidance.

Trust Funding and Asset Titling. Securities; real estate; homestead; closely-held entities; IRA, annuity and life insurance beneficiary designations.

Spousal Planning. Intestate succession; elective Share; homestead rights; prenuptial and postnuptial agreements.

Transfer Tax Planning. Estate tax; gift tax; generation skipping transfer tax; nonresident aliens.

Florida Homestead. Qualification; restrictions on devise and descent; spousal rights.

Asset Protection. Homestead; tenancy by the entireties; retirement accounts; annuities; life insurance; entities structured to protect assets. Irrevocable trusts; discretionary trusts; statutory exemptions.

IRA Planning. Trusts as beneficiaries; stretch IRAs; Roth IRAs; distribution rules.

Irrevocable Trusts. Asset protection; tax basis considerations; estate tax minimization; dynasty trusts.

Charitable Planning. Charitable remainder annuity trusts and unitrusts; foundations; cash flow and capital gain considerations.

Life Insurance Planning. Estate removal; procedural requirements; trustee selection.

Our Office

  • Sarasota Office

    Address

    2201 Ringling Boulevard
    Suite 104
    Sarasota, Florida 34237

    Secondary Phone 941-365-0118