Our Estate Planning practice can assist our clients in the most basic of family planning matters such as the creation of Powers of Attorney and Living Wills to the most complex matters dealing with federal transfer tax ramifications and planning for disabled heirs. The firm's tax services relating to Estate Planning include a myriad of available opportunities to help our clients and their families plan for the smooth administration of their estates and protection of their families, while taking advantage of the many tax avoidance and minimization techniques available under the ever-changing tax laws.

Some of our estate planning services include, but are not limited to, tax-oriented Last Wills and Testaments, Irrevocable Life Insurance Trusts, Offshore structures for Non-U.S. clients, third party Special Needs Trusts, incapacity planning, etc. With our firm’s diverse knowledge and education, we are able to work closely with our client’s CPAs and Financial Advisors to provide a complete and comprehensive Estate Plan.

The needs of Children and Adults with disabilities requires special planning. Many times the family of such individual with Special Needs are called upon to not only manage such person's financial needs, but also to be such persons caregiver. While many times such disabilities arise unexpectedly, there is the possibility to implement "pre-need" planning for those individuals for whom the disability is foreseeable.

The qualification for government benefits such as Supplemental Security Income (commonly referred to as SSI) and Medicaid are usually a vital role in Special Needs Planning. We assist in the preparation of Supplemental Needs Trusts (also known as Special Needs Trusts) and provide ongoing support for trustees. We also assist our elderly clients in the "pre-planning" and their applications for the Florida Medcaid Institutionalized Care Program (Nursing Home Care) and the Florida Diversion Program (In Home or Assisted Living Facility Skilled Care).

We are also specialists in the area of Special Needs Trusts dealing with First party, Third party and Qualified Income Special Needs Trusts. Many times such Trusts are the integral or ancillary part of a complete Elder Law plan.

Our firm is able to assist the family of a deceased loved one in the transfer of such loved ones assets through their courts of local jurisdiction.

While our Estate Planning practice attempts to minimize the court's involvement in the Estate Administration process, such involvement is often necessary and can be costly and time consuming. Our work in this area includes such items as; Declarations of Homestead, Summary Administrations, Determination of Heirs, Probate Litigation and all Full and Summary Administration Services. We do handle all aspects of Guardianship matters beginning with the determination of incapacity through the annual reporting requirements to the court of competent jurisdiction.

We provide comprehensive tax and general corporate planning services. Our tax consulting services focuses on individual, small to medium size business and federal estate and gift tax planning and compliance. Our corporate practice focuses on the creation of businesses with the appropriate operating documents to multi-entity structures to provide the most efficient tax and wealth preservation strategies.

Some of our Corporate and Tax law services include Shareholders agreements, Buy/Sell arrangements, Mergers and Acquisitions, Trademark Filings, IRS Tax Controversy work. We also act as registered agent for many our clients in Florida to ensure all necessary filings are made on time and all corporate formalities are followed.