Vero Beach, Florida Estate Planning Lawyers
FL Estate Planning Attorney with 22 years experience serving Vero Beach area.
- (866) 561-1499
- Free Consultation
Recognizing the particular needs of the Treasure Coast population, attorney Norton limits her practice to the areas of elder law, estate planning, wills and trusts, special needs trusts, guardianship, Veterans Aid & Attendance,...
Mr. Puttick earned his Juris Doctor degree from Stetson University College of Law, where he was a member of the selective Elder Law Concentration Program and the Elder Law Society. He received a Certificate of Concentration in Elder Law...
Kevin F. Sanderson is a graduate of Boston University (B.A., Psychology) and obtained his juris doctor from St. Thomas University School of Law in Miami, FL. He continued his education, obtaining his LL.M. (legal laureate masters) in international taxation and offshore finance, also at St. Thomas University School of Law. Kevin was born and raised in New Jersey.
Mr. Sanderson is a member of the Florida Bar, a member...
My experience includes guiding business owners through all stages of the company’s life cycle, from formation and governance to mergers, sales and succession planning to addressing the various and complex legal issues that arise in a business's day-to-day operations. I also counsel business owners on their relationships with their entities...
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
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.
Researching Attorney Discipline