Welcome to Our Offices

Our practice focuses on estate planning: from basic estate plans, consisting of simple wills and revocable living trusts, to complex estate and business planning, wealth management, and international tax and asset protection planning. Probate avoidance, estate tax reduction, and establishing domicile for new residents of Florida are a common part of our everyday practice. Our services extend to counseling international investors with immigration and pre-immigration planning (including planning related to the U.S.’s EB-5 Visa Investor Program), and include establishment of offshore entity structures for U.S. investment and the establishment of international business and investment structures. The Firm’s approach to combining lawyers and certified public accountants, where appropriate, adds value to business and estate planning clients. For example, the Firm has represented clients participating in hedge fund investments, private equity and target acquisitions, and roll-up ventures and commonly performs tax compliance for sophisticated business and estate planning transactions in order to assure that all legal, tax, and accounting are properly synchronized. Our peripheral practice areas are diverse, and include real estate law and title insurance; probate and trust administration; guardianship; multistate and international tax planning; litigation and trial representation; securities laws, fraud, asset protection, and recovery in both domestic and offshore jurisdictions; business, corporate,  and partnership laws; state and federal tax laws; and family law, including premarital and divorce planning.

 

Newsletter Fall 2014
Newsletter Winter 2014
Newsletter Fall 2013
Newsletter Spring 2013
Tax Reform White Paper
Newsletter Fall 2014
Newsletter Winter 2014
Newsletter Fall 2013
Newsletter Spring 2013
Tax Reform White Paper


Our staff of attorneys, certified public accountants, tax accountants, and legal assistants encourage you to evaluate our capabilities and focused solutions to client legal problems and needs. Initial consultations are generally offered without obligation in our Jupiter or Stuart, Florida offices. Our clients are concentrated in Jupiter, Palm Beach Gardens, Stuart, Tequesta, Hobe Sound, and Vero Beach. Though they are generally South Florida residents for state income tax purpose, the majority of our clients are multistate residents who have homes throughout the United States and in foreign countries.

 

Please review our site and feel free to contact us for information or engagement of our services and legal representation.

Certified Wills, Trusts, Estates Certified, Tax Law The Bar Of Lawyers Super Lawyers

Contact Our Offices at:

Jupiter, FL: 561-747-7300       Stuart, FL: 772-223-0700       Toll Free: 800-747-3113

Jupiter  ::  Palm Beach Gardens  ::  Stuart  ::  Tequesta  ::  Hobe Sound  ::  Vero Beach

The content of this site is general and should not be relied upon without review of your specific circumstances by competent legal counsel. Reliance on the information herein is at your own risk, as it expresses no opinion by the firm on your specific circumstances or legal needs. An attorney client relationship is not created through the information provided herein. This site and its content is meant to alert you to legal services, issues, and planning measures that may be appropriate for you, and is not a substitute for an attorney client relationship where specific advice is provided. Calculations and exemption amounts illustrated are changing and should be considered inaccurate and only examples of results that may be achieved.