The firm assists individuals and families in planning their estates, assists fiduciaries in administering them, and represents fiduciaries and beneficiaries when disputes arise.
Trust and Estate Planning
The firm prepares estate plans for individuals and families, ranging from wills, powers of attorney, and health care directives to trust-based plans and the transfer of real property outside of probate. Florida’s homestead laws can restrict how a residence passes at death and protect it from most creditors. The firm’s planning takes those rules into account.
Trust and Probate Administration
The firm assists personal representatives and trustees with the administration of estates and trusts, from the collection of assets and the payment of claims through final distribution. This includes ancillary administration of Florida property owned by nonresidents, trust certifications for financial institutions, and the transfer of real property, vehicles, and other assets to beneficiaries.
Trust and Estate Disputes
The firm represents trustees, personal representatives, and beneficiaries in disputes over the administration of trusts and estates, both before and through litigation. These include challenges to the validity of wills and trusts.
See also Litigation.