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Wills, Trusts & Estates
We assist our clients with all facets of personal estate planning, from simple wills, to revocable (living) trusts, to more advanced techniques which involve estate and gift tax planning. We also serve as attorneys for personal representatives and trustees, advising them on how to responsibly conduct the administration of estates and trusts, comply with pertinent tax laws and distribute assets to the proper beneficiaries. The firm frequently counsels beneficiaries concerning their legal rights in trust and estate matters. Our insight into the intricacies of probate and trust law, combined with our skills in litigation, means that we are also well equipped to represent clients in will and trust litigation matters.
Steve Beres, Chair of the section, is board certified in Wills, Trusts & Estates.
| Estate planning: |
Administration: |
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| Charitable giving |
Beneficiary representation |
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| Durable powers of attorney |
Fiduciary representation |
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| Establishing Florida domicile |
Probate |
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| Estate & gift tax |
Trust operation & distribution |
| Generation-skipping tax |
Litigation: |
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| Gift planning |
Claims against estates |
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| Health care surrogates |
Trust contests |
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| Irrevocable trusts |
Violation of fiduciary duties |
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| Life insurance planning |
Will contests |
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| Living wills |
Tax returns: |
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| Probate avoidance |
Income tax - Form 1041 |
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| Trusts |
Estate tax - Form 706 |
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| Wills |
Gift tax - Form 709 |
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Practice Areas:
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Graphic Chamber Inc.
