Practice Areas

WILLS AND TRUSTS

  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Insurance Trusts
  • Charitable Trusts
  • Specialized Tax Planning Trusts
  • Perpetual, Generation-Skipping, and Dynasty Trusts

ASSET PROTECTION

  • Wealth Preservation
  • Creditor Protection
  • Pre- and Post-Nuptial Contracts
  • Workouts
  • Offshore Trust Arrangements

ADVANCED ESTATE PLANNING

  • Family Limited Partnerships
  • Private Foundations
  • Public Charities
  • Family Holding Companies
  • Private Annuities
  • Estate Freezes
  • GRATs, GRUTs, SPLATs, etc.

TAX

  • Income Tax Planning
  • Estate Tax Planning
  • Tax Return Preparation
  • IRS Controversies
  • Tax Court Representation
  • Federal Tax Compliance
  • State Tax Compliance

ELDER LAW

  • Guardianships
  • Trust Management
  • Medicaid Planning
  • Powers of Attorney
  • Health Care Surrogate Designations

REPRESENTATION OF FIDUCIARIES

  • Probate Administration Guidance
  • Trust Administration Guidance
  • Executor and Personal Representative Guidance
  • Fiduciary Accountings
  • Fiduciary Tax Compliance
  • Investment Research & Due Diligence

REAL ESTATE

  • Closings
  • Title Insurance
  • Deeds
  • Contracts
  • Mortgages
  • Syndication
  • Development
  • Tax Free Exchanges

BUSINESS LAW

  • Corporate
  • Partnership
  • LLC's
  • Franchise
  • Securities
  • Business Plans
  • Purchase and Sale of Businesses

LITIGATION

  • Will and Trust Controversies
  • Family Controversies
  • Appeals
  • Securities and Investment Controversies
  • Personal Injury
  • Business Litigation
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.