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:
Charitable giving	Beneficiary representation
Durable powers of attorney	Fiduciary representation
Establishing Florida domicile	Probate
Estate & gift tax	Trust operation & distribution
Generation-skipping tax	Litigation:
Gift planning	Claims against estates
Health care surrogates	Trust contests
Irrevocable trusts	Violation of fiduciary duties
Life insurance planning	Will contests
Living wills	Tax returns:
Probate avoidance	Income tax - Form 1041
Trusts	Estate tax - Form 706
Wills	Gift tax - Form 709