Dundee, Florida Estate Planning Lawyers

Deborah Higgins
Claimed Lawyer ProfileSocial Media
Winter Haven, FL Estate Planning Lawyer with 17 years experience
(863) 325-0343 213 Ave D SW
Winter Haven, FL 33880
Estate Planning, Bankruptcy, Foreclosure Defense and Medical Malpractice
Barry University Dwayne O. Andreas School of Law
At Higgins Law 4 U we zealously assist clients for medical malpractice, personal injury claims of all kinds, foreclosure defense, personal chapter 7 or 13 bankruptcy anywhere in the State of Florida, wrongful death, and debt collection defense. If you are outside the state, Winter Haven personal injury lawyer Deborah J. Higgins will assist you in obtaining counsel in another state.
Charlotte Combs Stone
Claimed Lawyer Profile
Winter Haven, FL Estate Planning Lawyer with 13 years experience
(813) 439-4500 314 Ave K SE
Winter Haven, FL 33880
Estate Planning
WINTER HAVEN, FL Estate Planning Lawyer with 50 years experience
(863) 293-5000 99 Sixth St. S.W.
WINTER HAVEN, FL 33883
Estate Planning, Business, Elder and Real Estate
Vanderbilt University Law School
Lake Wales, FL Estate Planning Lawyer with 17 years experience
(407) 402-0159 132 W Central Ave
Lake Wales, FL 33853
Estate Planning and Workers' Comp
University of Florida, Fredric G. Levin College of Law
Lake Wales, FL Estate Planning Lawyer with 43 years experience
(863) 676-6000 240 E. Park Ave.
Lake Wales, FL 33853
Estate Planning, Business and Real Estate
University of Georgia School of Law
Winter Haven, FL Estate Planning Attorney with 43 years experience
(863) 299-6647 300 3rd St NW
Winter Haven, FL 33881
Estate Planning and Real Estate
Lake Wales, FL Estate Planning Attorney with 16 years experience
(863) 676-8432 122 East Tillman Avenue
Lake Wales, FL 33853
Estate Planning, Elder and Social Security Disability
Vanderbilt University Law School
Winter Haven, FL Estate Planning Attorney with 36 years experience
(863) 293-0960 154 Avenue H SE
Winter Haven, FL 33880
Estate Planning and Real Estate
Bartow, FL Estate Planning Lawyer with 50 years experience
(863) 534-1041 160 E Summerlin St
Bartow, FL 33830
Estate Planning
Bartow, FL Estate Planning Lawyer with 43 years experience
(863) 533-1300 341 W Davidson St
Bartow, FL 33830
Estate Planning, Divorce, Family and Real Estate
Lakeland, FL Estate Planning Attorney with 34 years experience
(863) 680-4287 647 Temple Terrace
Lakeland, FL 33801
Estate Planning, Business, Divorce and Family
Jason E. Neufeld
Claimed Lawyer ProfileQ&ABlawgsearchSocial MediaResponsive Law
Lakeland, FL Estate Planning Lawyer with 11 years experience
(863) 576-5620 1102 S. Florida Avenue
Lakeland, FL 33803
Estate Planning, Elder and Personal Injury
University of Miami School of Law
Jason Neufeld is proud to represent the most vulnerable members of our community - the injured (as a partner of Neufeld, Kleinberg & Pinkiert, PA, which has a 30+ year tradition of fighting for the rights of injured clients) and elderly (as the founder of Elder Needs Law, PLLC, he is proud to represent senior citizens in various elder law matters including medicaid planning, VA pension planning, estate planning and incapacity planning).

Since 2012, Jason has been named a Rising Star in Super Lawyers magazine or honored in Florida Trends Magazine as a Legal Elite Up & Comer. ...
Ms. Margaret 'Peggy' Rose Hoyt
Claimed Lawyer ProfileSocial Media
Altamonte Springs, FL Estate Planning Lawyer with 25 years experience
(407) 977-8080 715 Douglas Avenue
Altamonte Springs, FL 32714
Estate Planning, Business, Elder and Probate
Stetson University
Peggy is a founding partner of The Law Offices of Hoyt & Bryan, a family wealth and legacy planning law firm specializing in wills, trusts and estates and elder law. She is a three-time Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993. Her passion is her pets - all of them - including 3 horses, 5 dogs and 4 cats! She enjoys competitive trail and limited distance endurance riding. Peggy practices in the areas of family wealth and legacy counselling, including trust and estate planning and...
David Pilcher
Claimed Lawyer ProfileSocial Media
Kissimmee, FL Estate Planning Attorney with 25 years experience
(855) 473-1818 1524 N. John Young Parkway
Kissimmee, FL 34741
Estate Planning, Business, Elder and Probate
Brigham Young University
David Pilcher is an attorney for the Central Florida law firm of Bogin, Munns & Munns. He specializes in Estate Planning, Probate & Trust Administration, Guardianship, Business Entity Formation, Business Law, Commercial Litigation, and Civil Litigation.

He is a native to Florida, born in Orlando and raised in Sanford. He attended Brigham Young University on a full academic scholarship, receiving his B.S degree in Computer Science.

He worked for large companies including IBM before deciding on a career in law. David Pilcher returned to Brigham Young University (once again on scholarship) to its J. Reuben Clark Law School...
Philip K. Calandrino
Claimed Lawyer ProfileSocial Media
Winter Park, FL Estate Planning Attorney with 20 years experience
(407) 621-4200 214 South Park Avenue
Second Floor
Winter Park, FL 32789
Free ConsultationEstate Planning, Business, Employment and Securities
Indiana University Maurer School of Law
As an entrepreneurial lawyer, I understand the challenges that small business owners face each day. We deal with vendors, customers, employees, taxes, and regulations all the time. Each one of these relationships creates legal risks that you must address in a cost-effective manner, before trouble strikes. Relying on my experience in trying business law cases, I have developed a three-step legal strategy that every small business owner should implement. In its most basic form, this strategy employs contracts, insurance coverage, and an operating company-management company-holding company format for the organization, to help control the common risks that can tank...
Wade B Coye
Claimed Lawyer ProfileSocial Media
Orlando, FL Estate Planning Attorney with 29 years experience
(407) 543-1273 730 Vassar Street
Suite 300
Orlando, FL 32804
Free ConsultationEstate Planning, Personal Injury, Probate and Workers' Comp
SUNY Buffalo Law School
You might find it helpful when selecting a lawyer to know a bit about them. You probably know all lawyers have to graduate from law school, but beyond the basics, who are they? As for me, you should know that I'm married to my wife Joan, and I have five children. They are all hard working, and each had their turn cleaning my Orlando office growing up. They are and will remain the most important part of my life. They are the lights of my life.

I met my wife Joan at a Methodist church picnic. We were married in...
John Matthew Hemenway
Claimed Lawyer ProfileSocial Media
Valrico, FL Estate Planning Lawyer with 13 years experience
(813) 643-4900 1060 Bloomingdale Ave
Valrico, FL 33596
Estate Planning, Business, Probate and Real Estate
University of Florida
John M. Hemenway is a founding partner of Bivins & Hemenway, P.A. John practices in the areas of real estate, business law, and estate planning and probate, combining experience in each of these areas to provide a comprehensive approach to transactions and planning. He regularly counsels individuals in connection with their personal real estate and estate planning matters, and represents business owners in a variety of commercial real estate and business transactions.
Charles Wilder
Claimed Lawyer ProfileSocial Media
Maitland, FL Estate Planning Attorney with 39 years experience
159 Lookout Place
Suite 101
Maitland, FL 32751
Estate Planning and Business
Nova Southeastern University - Shepard Broad Law Center
Chuck strongly believes in providing clients peace of mind through planning. His broad values based estate planning, probate and trust administration practice has served several thousand clients over the last 29 years. His extensive qualifications include being Board Certified in Wills, Trusts and Estates by The Florida Bar. He graduated with a B.S. from the University of South Florida. He earned his J.D. (Cum Laude) from Nova Southeastern University and a Master of Laws (LL.M ) in Taxation from the University of Florida. He has been awarded the highest rating (AV) given by the Martindale-Hubbell Law Directory Chuck specializes in personal...
Robert MacDonald
Claimed Lawyer ProfileSocial Media
Kissimmee, FL Estate Planning Attorney with 38 years experience
(855) 473-1818 1524 N. John Young Parkway
Kissimmee, FL 34741
Estate Planning, Business, Real Estate and Tax
University of Florida Fredric G. Levin College of Law
Robert S. MacDonald is a Business Law attorney for the Central Florida law firm of Bogin, Munns & Munns. Mr. MacDonald's practice areas include Tax Law, Estate Planning, Wills, Trusts, Real Estate, Business Formation, LLC Formation, and more. He has practiced law for over 30 years, and is a graduate of the University of Florida, Fredric G. Levin College of Law.
Francis M. Boyer
Claimed ProfileBlawgsearchSocial Media
(407) 574-2573 499 N. State Road 434
Suite 2063
Altamonte Springs, FL 32714
Estate Planning, Business, Collections and Probate
Florida Coastal School of Law
Hello. My name is Francis M. Boyer, Esq., and I would like to take a quick second to thank you for visiting my profile. My main office is located in Jacksonville, Florida, but our firm has two other offices located in Orlando and Miami. I regularly travel to these offices in order to better serve our clients who reside there. I am licensed to practice law throughout the entire state of Florida, as well as in the District of Columbia. My practice areas include business law, immigration, real estate, debt collection, civil litigation, and international law. I invite you to contact me...
Diane Baltzelle McWhirter
Claimed Lawyer Profile
Winter Park, FL Estate Planning Attorney with 36 years experience
(407) 622-5222 1270 Orange Avenue
Winter Park, FL 32789
Estate Planning, Arbitration & Mediation, Bankruptcy and Elder
University of Florida
This Florida native attended University of Florida Law School after graduating from Duke University. She is AV rated by Martindale Hubbell peer review rating system. This is their highest rating. Avvo national ratings gave her an excellent rating. The office practice includes bankruptcy, landlord tenant, foreclosure, family law, estate planning including wills and trusts, and probate and guardianship matters.
S. I. Valbh
Claimed Lawyer ProfileSocial Media
Kissimmee, FL Estate Planning Attorney with 22 years experience
(855) 473-1818 1524 N. John Young Parkway
Kissimmee, FL 34741
Estate Planning, Elder, Probate and Tax
Georgetown University Law Center and Drake University Law School
S.I. Valbh is an Of Counsel attorney for the Central Florida law firm of Bogin, Munns & Munns. He specializes in Business Law, Estate Planning & Probate Law, Tax Law, Civil Litigation, and Commercial Litigation.

He received his B.S. from Florida State University, double-majoring in Finance and Accounting (1994). He earned his J.D. from Drake University College of Law (graduating With Honors in 1997) and his LL. M from the Georgetown University Law Center (graduating With Distinction in 1998).

Mr. Valbh assists with Estate and Trust Administration, Business and Commercial Transactions, Corporate and Partnership Tax Planning, and representation before the...
Christopher Bruce Bailey
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Saint Cloud, FL Estate Planning Lawyer with 2 years experience
(407) 957-9686
Ext. 3
1320 Jersey Ave
Saint Cloud, FL 34769
Free ConsultationEstate Planning, Bankruptcy, Criminal and DUI
Barry University Dwayne O. Andreas School of Law
Growing up in Central Florida, Mr. Bailey decided to stay local when pursuing a higher education. Attending the University of Central Florida, Mr. Bailey obtained a Bachelor’s Degree in Criminal Justice in 2012. While completing this degree and afterwards, Mr. Bailey worked for a large firm handling Bankruptcy cases for those who had fallen on hard times, especially those caused by the mortgage crisis. Mr. Bailey was inspired to go to law school by the work and dedication of the attorneys he worked with for years. Mr. Bailey obtained his Juris Doctorate in December 2016.
Mr. Bailey focuses his...
Scott Schlegel
Claimed Lawyer ProfileSocial Media
Orlando, FL Estate Planning Attorney with 22 years experience
(407) 648-0280 330 E. Central Blvd.
Orlando, FL 32801
Free ConsultationEstate Planning, Divorce, Family and Probate
Stetson University College of Law
Ashley Ivanov
Claimed Lawyer ProfileSocial Media
Lithia, FL Estate Planning Lawyer with 9 years experience
(813) 436-0288 11116 Foster Carriage Rd.
Lithia, FL 33547
Estate Planning and Probate
Vermont Law School
Ashley Ivanov is a nonpartisan candidate for judge (www.voteashleyivanov.com), Hillsborough County 13th Circuit Court, Group 18. Ashley Ivanov's professional history includes working for a large international law firm and small to mid-size law firms, as well as clerking within a division of the Executive Office of the United States President. She has represented plaintiffs and defendants in a variety of causes of action, including matters related to breach of contract, deceptive and unfair trade practices, construction defect, foreclosure, breach of fiduciary responsibilities, and real estate. She currently focuses her practice primarily on probate and estate planning. Ashley uses her...
Joshua E Adams
Claimed Lawyer ProfileSocial Media
Winter Park, FL Estate Planning Attorney with 10 years experience
(321) 314-2828 2281 Lee Rd.
Suite 102
Winter Park, FL 32789
Free ConsultationEstate Planning, Criminal, DUI and Probate
Florida State University College of Law
The Adams Law Firm, P.A. was founded by husband and wife attorneys, Josh and Amy Adams. Josh is an experienced trial attorney. He started his career as a criminal prosecutor, where he prosecutor crimes from minor traffic crimes, including DUI, to felonies punishable by life in prison. After leaving the prosecutors office, Josh worked at a small firm in Orlando practicing criminal defense, civil litigation, and probate. In 2013, along with his wife, he started the Adams Law Firm, P.A. with a goal or bringing excellent representation and communication to Central Florida. Amy Adams...
Kristen Marena Jackson
Claimed Lawyer ProfileSocial Media
Orlando, FL Estate Planning Attorney with 35 years experience
(407) 363-9020 5401 S Kirkman Rd Suite 310
Orlando, FL 32819
Estate Planning, Business, Elder and Real Estate
Washington University School of Law and Stetson University
Attorney Kristen M. Jackson is the founding partner at Jackson Montoya Law Firm. She received her Bachelor of Arts degree from The Art Institute of Fort Lauderdale in 1974, and then another from the University of South Florida in 1981. Ms. Jackson then earned a Juris Doctorate from Stetson University in 1983, and an LLM in Taxation from Washington School of Law in 1983. Attorney Jackson established Jackson Montoya Law firm in 1996, after working for various other firms for 12 years. At the firm, Ms. Jackson focuses her practice on estate planning, probate and trust administration, elder law, business...
Heather M Barry
Claimed Lawyer ProfileSocial Media
Orlando, FL Estate Planning Attorney with 8 years experience
(407) 932-3933 5728 Major Boulevard, Ste. 502
Orlando, FL 32819
Free ConsultationEstate Planning and Elder
Florida A&M University College of Law
Attorney Heather Barry grew up in Napa Valley, California as the youngest of three children. She pursued a variety of interests including Girl Scouts, dance, music, baseball and gymnastics. In high school Ms. Barry participated in Air Force ROTC, campus leadership and had the privilege to serve as a prosecutor in her government class mock trial where she first got her first exposure to law. Ms. Barry moved to Orlando, Florida in 2004 for college where she majored in Entertainment Business at Full Sail University and minored in Recording Arts. During her degree program Ms. Barry took several law...
Sarah E Peart
Claimed Lawyer ProfileSocial Media
Tampa, FL Estate Planning Attorney with 13 years experience
(813) 314-2475 10150 Highland Manor Dr,
Ste.# 200
Tampa, FL 33610
Free ConsultationEstate Planning, Business, Foreclosure Defense and Real Estate
Florida State University College of Law
Sarah hails from Upstate New York and is a Yankee at heart, though she relocated to Florida over a decade ago. After high school, she moved to New York City to attend Fordham University. While living in the Big Apple, she gained experience through several jobs, including interning for The Fresh Air Fund, tutoring disadvantaged children in the Bronx through the America Reads Challenge program, and working on a congressional campaign, to name a few. During her junior year, she traveled to Ireland for a six month study abroad program and studied Celtic History and International Economics at University...
Clay Patterson
Claimed Lawyer ProfileSocial Media
Winter Park, FL Estate Planning Attorney with 3 years experience
(407) 636-4066 1101 N Kentucky Ave
201
Winter Park, FL 32789
Free ConsultationEstate Planning, Business, Elder and Probate
Florida A&M University College of Law
Clay was born and raised in Orlando, Florida. He received his Bachelor of Science from Florida State University in Tallahassee, Florida in 2010. He then worked in the Orlando area and began law school the next year at Florida Agricultural and Mechanical University in Orlando where he received his Juris Doctorate degree in 2014. He enjoys learning about the world around him and spending time doing outdoor activities. Coming from a large family, he is very passionate about helping others through his legal services.
Rachel Margarita Alvarez
Claimed Lawyer ProfileSocial Media
Winter Park, FL Estate Planning Attorney with 15 years experience
(407) 970-2954 1430 Gene Street
Winter Park, FL 32789
Estate Planning, Bankruptcy, Probate and Real Estate
Regent University School of Law
The Alvarez Law Firm a Professional Association is a private firm owned by Rachel M. Alvarez. Her practice focuses on financial matters. Rachel’s vision is to aggressively represent her clients in any financial stage for individuals of any walk of life. She is committed to building ongoing relationships with her clients to facilitate their success. Rachel attended the University Of Central Florida where she received a Bachelor of Arts in Public Administration. Upon graduating she pursued her dream to be an attorney at Regent University School of Law. At the tender age of five Rachel decided to be...
Tee Persad
Claimed Lawyer ProfileSocial Media
Orlando, FL Estate Planning Attorney with 24 years experience
(407) 647-7887 201 East Pine Street, Suite 445
Orlando, FL 32801
Estate Planning, Appeals, Arbitration & Mediation and Elder
New York University School of Law and University of Akron
Mr. Persad has worked in the legal profession for over 20 years. He is licensed to practice law in Florida, the United States Virgin Islands, the Third Circuit Court of Appeals, the Eleventh Circuit Court of Appeals, and before the U.S. Supreme Court. He earned his Juris Doctor degree and his Masters in Public Administration degree from the University of Akron in 1993 and 1994, respectively. He also holds a Bachelors of Arts in Business Administration from the University of the Virgin Islands and a diploma in paralegal studies from New York University. Mr. Persad's experience in the legal field...
Christopher Hancock
Claimed Lawyer ProfileSocial Media
Orlando, FL Estate Planning Lawyer with 8 years experience
(407) 894-0853 2014 E. Robinson St.
Orlando, FL 32803
Free ConsultationEstate Planning, Divorce, Family and Probate
Florida A&M University College of Law
Mr. Hancock is the Managing Partner at Hancock & Associates, P.A. He graduated from undergraduate school at the University of Central Florida in 2003, where he received his Bachelors of Science in Psychology. He attended and graduated from Florida A&M College of Law, in Orlando, FL, and received his Juris Doctor in 2010. He has been a member of the Florida Bar and a practicing attorney since September, 2010. During law school, he was a summer associate at McCreary & Hancock, P.A., in Orlando, Florida, and later was a clerk for the Judge of Compensation Claims in Orlando, FL....
Thomas Gill Jr
Claimed Lawyer ProfileSocial Media
Brandon, FL Estate Planning Attorney with 30 years experience
(813) 654-0514 137 South Parsons Avenue
Brandon, FL 33511
Estate Planning, Family, Personal Injury and Probate
Stetson University College of Law
Thomas P. Gill, Jr. completed his J.D. from Stetson College of Law and has been practicing law since 1988. He began his legal career at various reputable law firms before opening his own practice in 1991. His goal is to provide a full-service law firm that focuses on providing clients with personal and compassionate services. Every phone call will be returned personally by Attorney Gill. He has extensive experience in many legal areas, including family law, bankruptcy, personal injury, foreclosure defense, wills & estate planning, probate, and criminal defense. Outside of the law, he is very active in community organizations....
Alisha Jimenez
Claimed Lawyer ProfileSocial Media
Orlando, FL Estate Planning Lawyer with 5 years experience
(407) 494-0244 121 S. Orange Avenue
Suite 1110
Orlando, FL 32801
Estate Planning, Probate and Real Estate
Florida A&M University College of Law
Alisha S. Jimenez, Esquire, is a licensed Real Estate & Estate Planning Orlando lawyer, focusing her practice on Timeshare Law, Real Estate Law, Estate Planning and Probate Law in Florida and New Jersey. Ms. Jimenez enjoys assisting Florida and New Jersey clients with the planning of their estates. Estate Planning Clients in need of a Will, Florida Trust, Durable Power of Attorney and Health Directives, can contact our office for a free review to determine their estate planning needs. In addition to her law degree, Ms. Jimenez is a licensed Florida Real Estate Agent. Our...
John Cullum
Claimed Lawyer ProfileSocial Media
Wesley Chapel, FL Estate Planning Lawyer with 33 years experience
(813) 997-9025 26843 Tanic Dr, Suite 102
Wesley Chapel, FL 33545
Free ConsultationEstate Planning, Business, Construction and Probate
Mercer Univ-W.George L.S
General practice attorney with 26 years of litigation experience. Practice concentrated on DIVORCE AND FAMILY LAW MATTERS, WILLS & TRUSTS and GENERAL PROBATE, CONSTRUCTION DEFECTS, INSURANCE DISPUTES. I will come to your home or office to discuss your legal matters if you prefer.
Robert Waller Bivins
Claimed Lawyer ProfileSocial Media
Valrico, FL Estate Planning Lawyer with 34 years experience
(813) 643-4900 1060 Bloomingdale Ave
Valrico, FL 33596
Estate Planning, Agricultural, Business and Probate
University of Florida
Jeffery Ray
Claimed Lawyer ProfileSocial Media
Kissimmee, FL Estate Planning Attorney with 7 years experience
(855) 473-1818 1524 N. John Young Parkway
Kissimmee, FL 34741
Estate Planning, Business, Energy and Real Estate
University of Aberdeen, School of Law and Florida A&M University College of Law
Jeffery R. Ray is an attorney for the Central Florida law firm of Bogin, Munns & Munns. His areas of practice include Energy Law, Civil Litigation, Real Estate, Business Law, Estate Planning, Immigration, Personal Injury, and Family Law.

Mr. Ray received his B.S. in Criminal Justice from Troy University (2008), his J.D. from Florida A&M University, College of Law (2012), and his LL.M. from University of Aberdeen, School of Law (2013) . Mr. Ray has studied at Oxford University where he completed work on his Post Graduate Program in Human Rights Law (2011).

He has served in the U.S. military as a...
Lalitha Alladi
Claimed Lawyer ProfileSocial Media
Maitland, FL Estate Planning Attorney with 13 years experience
(407) 826-1917 1681 North Maitland Avenue
Suite A
Maitland, FL 32751
Estate Planning, Bankruptcy and Criminal
Stetson University College of Law
Attorney Lalitha Alladi began her legal career as an Assistant State Attorney working primarily on traffic, misdemeanor, and felony cases. This experience as a former prosecutor helps Attorney Alladi defend her clients in nearly all matters of criminal defense, as she understands how the state will approach each case. She is a tenacious advocate for her clients and will not rest until the best possible results are achieved for her clients. She also has extensive experience working in bankruptcy law, having represented debtors in Chapter 7 and Chapter 13 bankruptcies. She is fluent in Tamil. Contact her firm at...
Michael Lon Severe
Claimed Lawyer ProfileSocial Media
Tampa, FL Estate Planning Attorney with 6 years experience
(813) 384-3387 15310 Amberly Dr
Suite 250
Tampa, FL 33647
Free ConsultationEstate Planning, Business, Family and Probate
Barry University Dwayne O. Andreas School of Law
Michael Severe attended Revelle College at the University of California, San Diego, graduating with a Bachelors of Arts in Political Science, and minoring in English Literature. After graduation from University, Mr. Severe worked for seven years at Costco Wholesale as a department manager. During this time, Mr. Severe came to understand value of interacting with consumers. Mr. Severe prided himself on ensuring that both he and staff provided the highest quality care to the warehouse members. Mr. Severe left Costco in 2007 to spend some time in the area of finance assisting overseas investors, mainly form the U.K., to enter...
Lawyer Rating
Years of Experience
Language
Fees
Profile Strength

Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.