FLORIDA ESTATE
PLANNING
PLANNING
PRACTICE AREAS
Corporate Law:
• Company Formation
• Choice of Entity
- Corporation (C or S)
- Partnership
- Limited Liability Co.
• Purchase & Sale of
Business
• Mergers & Acquisitions
• Reorganizations
• Succession Planning
• Shareholder & Partnership
Agreements
• Buy-Sell Agreements
• Representation of Majority
and Minority Shareholders
• Advice in Shareholder and
Partnership Disputes
• Private Foundations
• Public Charities
Probate, Trust &
Guardianship Law:
• Probate Proceedings
- Administration
- Litigation
- Representation of Personal
Representatives
- Representation of heirs
• Trust Proceedings
- Administration
- Litigation
- Representation of trustees
- Representation of heirs
• Guardianship Proceedings
- Administration
- Litigation
- Representation of
family members
• Estate Tax Audit
Estate & Tax
Planning:
• Wills (Simple & Pour-Over)
• Revocable Trusts
• Irrevocable Trusts
- Life Insurance
- Dynasty
- Charitable (CLT & CRT)
- Special-Needs
- Qualified Personal Res.
- Annuity & Income
• Powers of Attorney
• Health Care Surrogate
• Living Will
• Planning for non-residents
• Pre / Post Marital Agr.
• Planning for Retirement
Plan Benefits
• Estate, Gift & Generation
Skipping Tax Planning
• Wealth Preservation
• Asset Protection
• Charitable Giving
• Estate Valuation
Freezing Techniques
TO LEARN MORE ABOUT A SPECIFIC PRACTICE AREA CLICK ON ITS LINK ABOVE
