Wellington, Florida Estate Planning Lawyers

Todd A. Zuckerbrod
PREMIUM

Florida Estate Planning Attorney with 31 years experience

Mr. Zuckerbrod began his legal career in 1987 as an Enforcement Attorney with the New York Stock Exchange (NYSE) and subsequently joined the Law Department of Merrill Lynch where he worked for 13 years. Mr. Zuckerbrod... Read More »
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David Luber
PREMIUM

Florida Estate Planning Lawyer with 23 years experience

David Luber has a Master of Laws in Estate Planning. He has served as a chairperson of the Probate and Trust section for the Broward Bar Association & President of an estate planning council. David has helped clients... Read More »
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Susan Winston
PREMIUM

Florida Estate Planning Lawyer with 14 years experience

Susan Winston has been practicing law since October 2004 when she was admitted to the Florida Bar. She came to Florida from Virginia after graduating with a Bachelor of Arts degree in History from the College of William... Read More »
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Stephen J. Press
PREMIUM

Florida Estate Planning Attorney with 47 years experience

he law offices of Stephen J. Press located in West Palm Beach, Florida represents and counsels clients concerning divorce and family law, probate, estate planning, civil litigation and trial practice and DUI. Mr. Press... Read More »
10.0Justia Lawyer Rating for Stephen J. Press View Profile
Natalie Giachos
Claimed Lawyer ProfileSocial Media
(561) 500-7658 8461 Lake Worth Rd., Suite 409
Lake Worth, FL 33467
Lake Worth, FL Estate Planning Attorney with 12 years experience
Estate Planning, Insurance Claims and Personal Injury
Nova Southeastern University
I founded The Solution Law Firm because I wanted to change the way law firms and clients interact. At The Solution Law Firm, our mission is to not only provide you with exceptional legal service, but to also provide you with exceptional CLIENT SERVICE.

We take the time to get to know you, your legal matter, and to find the best possible solution for YOUR needs.

We consider our clients like family and hope to build life long relationships them.

Education:
B.A. in Political Science from Florida Atlantic University
Juris Doctorate from Nova Southeastern University, Shepard Broad College of Law

Activities:
Coach/Judge: NSU...
Juan Andre Pyfrom
Claimed Lawyer ProfileResponsive Law
West Palm Beach, FL Estate Planning Lawyer with 20 years experience
(561) 203-3955 6712 Traveler Rd
West Palm Beach, FL 33411
Free ConsultationEstate Planning, Elder and Family
The Army Judge Advocate General’s Legal Center & School, Stetson University College of Law and Stetson University College of Law
After more than 20 years practicing in the U.S. Army JAG Corps, we decided to alter direction and serve in a different way. Now, we share our passion by helping others. Our passion is to empower you to find future-focused solutions to your family disputes and those work-place and social challenges that could land you in court. Our service includes a comprehensive consult to help identify areas of potential agreement and use that as a basis for future success. Talk to us today about how we can support your growth, limit your stress, and chart a new future. Let us...
Daniel Alan Terner
Claimed Lawyer ProfileSocial Media
Lake Worth, FL Estate Planning Lawyer with 21 years experience
(561) 247-2250 8461 Lake Worth Rd.
Suite 232
Lake Worth, FL 33467
Estate Planning, Elder and Social Security Disability
Emory University
Daniel Alan Terner's elder law firm, Terner Elder Law, P.L., is located in Lake Worth, Florida. The firm provides compassionate and comprehensive long term care planning, disability advocacy, and estate planning for South Florida seniors, families, and disabled individuals of all ages. Daniel provides assistance with Social Security Disability appeals, and Medicaid planning for nursing home and assisted living care. He also assists with special needs planning.
Christian David Posada
Claimed Lawyer ProfileSocial Media
Lake Worth, FL Estate Planning Attorney with 18 years experience
(561) 251-4993 6517 Jessy Court
Lake Worth, FL 33467
Estate Planning, Family, Probate and Tax
University of Arkansas - Little Rock
Christian Posada is a lawyer based in Lake Worth, Florida with over Seventeen years of experience. He currently runs his own firm Christian D. Posada, P.A. where his practice focuses on civil matters, including Real Estate and Probate law.
Wayne Alan Brown
Claimed Lawyer Profile
Lake Worth, FL Estate Planning Lawyer with 18 years experience
(561) 244-8054 6393 Blue Bay Circle
Lake Worth, FL 33467
Free ConsultationEstate Planning, Business, Collections and Real Estate
Maurice A. Deane School of Law at Hofstra University
Alan Scott Zangen
Claimed Lawyer Profile
Wellington, FL Estate Planning Attorney with 40 years experience
(561) 793-2400 12008 South Shore Blvd.
Suite 107
Wellington, FL 33414
Estate Planning and Real Estate
Zachary William Phillips
Claimed Lawyer Profile
Wellington, FL Estate Planning Attorney
(561) 515-0838 12161 Ken Adams Way
Ste 110
Wellington, FL 33414
Estate Planning
Lake Worth, FL Estate Planning Attorney with 28 years experience
(972) 742-5878 5542 San Marino Way
Lake Worth, FL 33467
Estate Planning, Business, Communications and Entertainment & Sports
UCLA School of Law
Lake Worth, FL Estate Planning Attorney with 35 years experience
(561) 642-3171 7209 Davit Cir
Lake Worth, FL 33467
Estate Planning and Tax
West Palm Beach, FL Estate Planning Lawyer with 35 years experience
(561) 798-2907 12773 W Forest Hill Blvd
West Palm Beach, FL 33414
Estate Planning
Jessica Mishali
PREMIUM

Florida Estate Planning Attorney with 12 years experience

Jessica Mishali is a resident of Boca Raton, where she lives with her husband and two children. Her main office is in West Palm Beach; she has an additional office in Fort Lauderdale. Jessica graduated, cum laude, from... Read More »
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West Palm Beach, FL Estate Planning Lawyer with 35 years experience
(561) 968-7877 1035 S State Road 7
West Palm Beach, FL 33414
Estate Planning, Bankruptcy, Business and Divorce
West Palm Beach, FL Estate Planning Lawyer with 47 years experience
(561) 793-1200 685 Royal Palm Beach Blvd
West Palm Beach, FL 33411
Estate Planning, Business and Real Estate
West Palm Beach, FL Estate Planning Attorney with 41 years experience
(561) 793-0600 590 Royal Palm Beach Blvd
West Palm Beach, FL 33411
Estate Planning, Business, Criminal and Real Estate
Wellington, FL Estate Planning Lawyer
(561) 515-0838 12161 Ken Adams Way
Ste 110
Wellington, FL 33414
Estate Planning
Lake Worth, FL Estate Planning Lawyer with 47 years experience
(561) 963-3663 8927 Hypoluxo Rd
Lake Worth, FL 33467
Estate Planning and Personal Injury
Greenacres, FL Estate Planning Lawyer
(561) 966-1709 6801 Lake Worth Rd
Ste 330
Greenacres, FL 33467
Estate Planning
Martin Harvey Cohen
Claimed Lawyer Profile
Boynton Beach, FL Estate Planning Attorney with 47 years experience
6615 W. Boynton Beach Blvd.
Suite 372
Boynton Beach, FL 33437
Estate Planning, Elder and Tax
University of Miami School of Law and University of Florida
My practice is limited to counseling individuals and their families on matters involving Florida Elder & Disability Law, Medicaid & Special Needs Trusts, Estate Planning & Asset Protection. After many years of serving South Florida clients from my offices in Broward County, I recently moved my Elder Law and Estate Planning law practice to beautiful Boynton Beach, Florida.
Barry Douglas Siegel
Claimed Lawyer ProfileSocial Media
Boca Raton, FL Estate Planning Lawyer with 21 years experience
(855) 352-3782 2499 Glades Rd
Boca Raton, FL 33431
Free ConsultationEstate Planning, Antitrust, Elder and Probate
Nova Southeastern University
The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people’s lives better and simpler. He counsels both individuals and families on diverse issues, like:
• Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies)
• Elder Law Planning
• Medicaid Planning
• Veterans Benefits
• Special Needs Planning

Barry also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. He has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton...
Kathryn Lewis Perrin
Claimed Lawyer ProfileSocial Media
North Palm Beach, FL Estate Planning Lawyer with 11 years experience
(561) 721-0600 631 US Highway 1
Suite 406
North Palm Beach, FL 33408
Free ConsultationEstate Planning, Appeals, Elder and Probate
Stetson University College of Law
“As an Assistant State Attorney, I spent years in the courtroom prosecuting those who took financial advantage of senior citizens. While it was incredibly rewarding to see justice served, I always wished I could have done something to help prevent the exploitation in the first place. Now, as an elder law attorney, I help my clients strategize and plan the best way to protect their assets from theft and fraud."

Kathryn Lewis Perrin earned her bachelor’s degree in 2004 from the Harriet L. Wilkes Honors College of Florida Atlantic University and her juris doctorate, cum laude, from Stetson University...
Stephen J. Press
Claimed Lawyer ProfileLII GoldSocial Media
(888) 808-2772 1615 Forum Place
Suite 3A
West Palm Beach, FL 33401
Free ConsultationWest Palm Beach, FL Estate Planning Attorney with 47 years experience
Estate Planning, Divorce, Domestic Violence and Probate
University of Florida Levin College of Law
he law offices of Stephen J. Press located in West Palm Beach, Florida represents and counsels clients concerning divorce and family law, probate, estate planning, civil litigation and trial practice and DUI. Mr. Press has been in active practice in Palm Beach County, Florida for thirty-eight years.

His extensive experience includes ten years as a State Representative in the Florida House of Representatives from 1982 to 1992. He has been a guest lecturer for the Florida Academy of Trial Lawyers. He litigates in both State and Federal Court throughout South Florida. He has handled many cases for individual rights as...
Preston Mighdoll
Claimed Lawyer ProfileSocial Media
North Palm Beach, FL Estate Planning Attorney with 43 years experience
(561) 721-0600 631 US Highway 1
Suite 406
North Palm Beach, FL 33408
Estate Planning, Appeals, Elder and Probate
New England Law | Boston
“Assisting family members in disputes relative to the estates and trusts of their loved ones is rewarding. I provide clients with skilled representation in alternate dispute processes such as mediation, and in trial. Being part of a multidisciplinary team is essential in meeting the needs of our clients.”

Mr. Mighdoll is a 1973 graduate of the State University of New York at Stony Brook and received his Juris Doctor from the New England School of Law in Boston, Massachusetts in 1976. From 1976 to 1979, he served as an assistant public defender in Miami and West Palm Beach. Mr. Mighdoll was...
Nadia Phanco
Claimed Lawyer ProfileSocial Media
West Palm Beach, FL Estate Planning Lawyer with 5 years experience
(561) 283-0250 500 S Australian Avenue, Ste 524
West Palm Beach, FL 33401
Free ConsultationEstate Planning, Divorce, Family and Real Estate
Florida Coastal School of Law
The Attorneys at Glenn and Phanco, P.A., practice solely in the area of Marital and Family Law and pride themselves on their mission to drive and change the legal industry, while providing first class service they know each client truly deserves. The Attorneys at Glenn and Phanco, P.A., understand the emotional turmoil and life changing circumstances surrounded in each family law case and are both passionate and compassionate in navigating through the legal processes that are tailored to meet each client's needs. If you are looking to hire an Attorney who genuinely cares about your legal affairs and will fight...
Jessica Mishali
Claimed Lawyer ProfileLII SilverSocial Media
West Palm Beach, FL Estate Planning Attorney with 12 years experience
(888) 808-2772 1615 Forum Place
Suite 3A
West Palm Beach, FL 33401
Free ConsultationEstate Planning, Criminal, Divorce and Probate
Touro College Jacob D. Fuchsberg Law Center
Jessica Mishali is a resident of Boca Raton, where she lives with her husband and two children. Her main office is in West Palm Beach; she has an additional office in Fort Lauderdale. Jessica graduated, cum laude, from Touro Law School in 2006, where she was a research editor on the Law Review, A Research Assistant and a Teaching Assistant. She has worked in the Florida legal system ever since graduation. Jessica is currently with the Law Office of Stephen J. Press, a trusted and respected West Palm Beach law firm that has been skillfully advocating for its clients for...
Richard Kaplan
Claimed Lawyer ProfileSocial Media
Delray Beach, FL Estate Planning Lawyer with 39 years experience
(954) 752-1732 298 NE 2nd Ave.
Delray Beach, FL 33444
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of Miami School of Law, Cleveland State University and The Ohio Northern University Pettit College of Law
The Law Offices of Richard J. Kaplan, P.A., offer many legal services to our clients. Practicing primarily in the areas of Wills/Trusts, Estate Planning, Probate, Real Estate and Mortgage Closings, and Business Formation and Agreements. With the main office in Coral Springs (1999 University Drive, Suite 402), serving Broward and Palm Beach Counties; the firm also provides an office in Hollywood (4310 Sheridan Street, 2nd Floor), serving southern Broward and Miami-Dade County; and Delray Beach, serving Palm Beach County. Additionally, our firm is prepared to be available for matters on a variety of other subjects...
Robert Marc Kesten
Claimed Lawyer ProfileSocial Media
Boynton Beach, FL Estate Planning Attorney with 29 years experience
(561) 739-7938 1500 Gateway Boulevard
Suite 220
Boynton Beach, FL 33426
Free ConsultationEstate Planning, Business and Real Estate
Brooklyn Law School
I have been a practicing attorney since 1990. I practiced in NY commencing in 1990 until moving to Florida in the fall of 2001. In 2001 I began my Florida practice and continue to offer legal services in Florida and New York. My primary areas of practice are Real Estate Law, Corporate Law and Transactional Law. I am approved to give the Condominium Board Certification course by the FL DBPR. Prior to moving to Florida I served as a judge in NY for almost 8 years.
David Allen Beale
Claimed Lawyer ProfileSocial Media
Delray Beach, FL Estate Planning Lawyer with 44 years experience
(561) 243-1477 55 SE 2nd Avenue
Suite #301
Delray Beach, FL 33483
Estate Planning, Business, IP and Real Estate
Fordham University School of Law and Cornell University
David A. Beale is a graduate of Cornell University (B.S. 1971) and Fordham Law School (J.D. 1974, Law Review 1972-74). He is a member of the New York Bar (1975) and Florida Bar (1990). David Beale is a member of The American Bar Association, The Florida Bar Association, New York State Bar Association, Association of the Bar of City of New York, and Palm Beach County Bar Association. He belongs to the Business Law Section and its Computer Law Committee of the Florida Bar, as well as its Entertainment Arts and Sports Law Section, where he served...
Joseph Stuart Karp
Claimed Lawyer ProfileSocial Media
Palm Beach Gardens, FL Estate Planning Attorney with 45 years experience
(800) 893-9911 2875 PGA Boulevard
Suite 100
Palm Beach Gardens, FL 33410
Estate Planning and Elder
Brooklyn Law School
I am a certified elder law attorney who aspires to allay my clients' fears and give them peace of mind about the future. I assist seniors and their families with planning for disability; asset preservation; estate planning using wills and trusts, to ensure that assets go to who clients want as efficiently as possible and to minimize tax burdens; drafting special needs trusts; positioning clients to obtain Medicaid and Veterans benefits to help with the cost of long-term nursing home care, assisted living or home care; and guiding families through the probate and trust administration process when a loved one...
Howard Jay Wiener
Claimed Lawyer ProfileSocial Media
Palm Beach Gardens, FL Estate Planning Attorney with 43 years experience
(561) 287-7068 4500 PGA Boulevard
Suite 301A
Palm Beach Gardens, FL 33418
Estate Planning and Tax
University of Miami School of Law and Capital University
Jeffrey Howard Skatoff
Claimed Lawyer ProfileBlawgsearchSocial Media
Palm Beach Gardens, FL Estate Planning Attorney with 27 years experience
(877) 752-8633 3399 PGA Blvd
Suite 450
Palm Beach Gardens, FL 33410
Free ConsultationEstate Planning, Elder, Probate and Tax
Georgetown University Law Center and Washington University School of Law
Florida probate, trust, and guardianship litigation. Florida probate, trust and guardianship administration. Estate planning and tax. Handle matters throughout the estate of Florida.
Patricia Harris
Claimed Lawyer ProfileSocial Media
North Palm Beach, FL Estate Planning Lawyer with 28 years experience
(561) 844-3338 631 US Highway One
Suite 308
North Palm Beach, FL 33408
Estate Planning, Divorce and Family
University of Florida
EXPERIENCED DIVORCE LAWYER PALM BEACH GARDENS & NORTH PALM BEACH, FLORIDA THE LAW OFFICE OF PATRICIA D. HARRIS SPECIALIZES IN ALL ASPECTS OF DIVORCE AND FAMILY LAW. MS. HARRIS BELIEVES THAT DIVORCE IS A TIME OF TRANSITION AND NEW OPPORTUNITY. SHE HAS AVAILABLE A TEAM OF PROFESSIONALS INCLUDING THERAPISTS, PARENTING COORDINATORS AND ACCOUNTANTS TO SUPPORT CLIENTS DURING THIS DIFFICULT PERIOD. Patricia Harris has practiced law in South Florida for more than 20 years. With a background as a financial planner, Ms. Harris is uniquely qualified to help her clients prepare for their financial futures while negotiating the...
Mitchell Ira Kitroser
Claimed Lawyer ProfileSocial Media
North Palm Beach, FL Estate Planning Attorney with 37 years experience
(561) 721-0600 631 US Highway 1
Suite 406
North Palm Beach, FL 33408
Free ConsultationEstate Planning, Elder, Probate and Social Security Disability
St. John's University School of Law
"What I have found meaningful and rewarding is the opportunity to make a real difference in my client’s lives. Oftentimes, our clients come to us in a time of real crisis and in need of help navigating the legal process, which we can, of course, do for them. What is different and interesting about this area of practice is how often the needs of our clients go beyond the need for legal advice. Our clients and their families face life choices and decisions about real life issues; parents growing older and infirm, children with special needs, persons with disabilities or...
Susan Winston
Claimed Lawyer ProfileLII GoldSocial Media
West Palm Beach, FL Estate Planning Lawyer with 14 years experience
(561) 670-9375 319 Clematis Street
Suite 614
West Palm Beach, FL 33401
Free ConsultationEstate Planning, Divorce, Elder and Probate
University of Miami School of Law
Susan Winston has been practicing law since October 2004 when she was admitted to the Florida Bar. She came to Florida from Virginia after graduating with a Bachelor of Arts degree in History from the College of William and Mary in 2001. Susan then went to the University of Miami School of Law and received her Juris Doctor in 2004. Susan began her legal career at the Office of the Public Defender for the 15th Judicial Circuit in 2004. In over six years at the Office of the Public Defender, Susan represented the indigent accused in...
Victoria Morales
Claimed Lawyer ProfileSocial Media
Palm Beach Gardens, FL Estate Planning Attorney with 7 years experience
(954) 646-4292 800 Village Square Crossing
Palm Beach Gardens, FL 33410
Free ConsultationEstate Planning, Bankruptcy, Consumer and Family
Florida International University College of Law
My goal is to bring peace and stability to the family in distress. I care about my client's welfare and peace of mind, extensively engaging in client interviewing, and in the continuous relationship with the clients throughout the life of the case, and their legal needs. I manage chapter 7 and chapter 13 bankruptcy proceedings, debt settlement and foreclosure defense. I also handle family law proceedings, wills and trusts, and general litigation.
Dawn Louise Richards
Claimed Lawyer Profile
Riviera Beach, FL Estate Planning Attorney with 11 years experience
(570) 617-1057 2076 Bonisle Circle
Riviera Beach, FL 33418
Free ConsultationEstate Planning, Business and Probate
Temple University
Dawn Richards has over 25 years experience in business and health care. She graduated with a BS in Accounting in 1991, a Masters in Business Administration in 1995 and a Juris Doctor in 2008.

Her business acumen includes: compliance programs, financial statements, policies and procedures, contracting, negotiations, business restructuring, taxation and financial operations.

She spent six years with the CapozziAdler firm in Camp Hill, PA practicing employment law, compliance and healthcare reimbursement appeals.

Her previous clients include nursing homes, assisted living facilities, acute care hospitals, charter schools, not-for profit organizations, small businesses, physician...
Kevin Andrew Pollock
Claimed Lawyer ProfileBlawgsearchSocial Media
Boca Raton, FL Estate Planning Attorney with 20 years experience
(561) 247-1557 5499 N. Federal Highway, Suite K
Boca Raton, FL 33487
Estate Planning, Business and Tax
New York University School of Law and Tulane University School of Law
Kevin is the managing member of the Law Office of Kevin A. Pollock in Pennington, New Jersey. Kevin directs the firm's estate planning practice and specializes in tax, estate planning, probate, charitable giving and trust administration.
Nicole Loughlin
Claimed Lawyer ProfileSocial Media
Boca Raton, FL Estate Planning Lawyer
(561) 921-5751 11419A W Palmetto Pk Rd
#971222
Boca Raton, FL 33497-1222
Estate Planning, Personal Injury, Probate and Real Estate
St. Thomas University School of Law
Loughlin Law, P.A. is a boutique law firm in Boca Raton, Florida, servicing clients in Broward and Palm Beach County. Attorney Nicole M. Loughlin earned her Juris Doctor from St. Thomas University School of Law, where she graduated Cum Laude and was among the top fifteen percent in her class. As an editor of the St. Thomas Law Review, Ms. Loughlin developed strong research and writing skills, which are invaluable to effective legal practice. While in private practice, Ms. Loughlin has established a strong background in the areas of personal injury, estate planning, probate administration, community association law, real estate,...
Jonathan Gigele
Claimed Lawyer ProfileSocial Media
North Palm Beach, FL Estate Planning Attorney with 8 years experience
(561) 721-0600 631 US Highway 1
Suite 406
North Palm Beach, FL 33408
Free ConsultationEstate Planning, Appeals, Elder and Probate
University of Pittsburgh School of Law
"Serving the community as an estate planning & elder law attorney is extremely rewarding, both professionally and personally. It is a uniquely challenging practice. The laws, regulations and informal policies, both state and federal, are many, complex and ever changing. My clients come to me with a unique problem and deserve an innovative solution tailor-made to achieve their desired result. Hearing stories about old times, repairing family rifts, or even enabling a client to fulfill a goal and leave their legacy is immensely satisfying to me as both an attorney and as an individual. There is nothing more fulfilling than...
Charles Donald Rubin
Claimed Lawyer ProfileSocial Media
Boca Raton, FL Estate Planning Lawyer with 36 years experience
(561) 998-7847 2101 NW Corporate Blvd
Boca Raton, FL 33431
Estate Planning, Business and Tax
University of Miami
Charles (Chuck) Rubin, a board certified tax attorney, is managing partner of Gutter Chaves Josepher Rubin Forman Fleisher PA, a tax, trusts and estates, and business boutique law firm situated in Boca Raton, Florida. He is a former adjunct professor at the University of Miami School of Law. Chuck has published numerous treatises, manuals, and articles, including two BNA Tax Management portfolios, and articles in Journal of Taxation, Estate Planning, Tax Management Estates, Gifts and Trusts Journal, and Tax Notes. He also authorizes a popular tax blog at www.RubinonTax.blogspot.com, and speaks regularly at professional meetings and conferences.
Stephen W Wiener
Claimed Lawyer Profile
West Palm Beach, FL Estate Planning Attorney with 35 years experience
(800) 563-8276 1615 Forum Place
Suite 3A
West Palm Beach, FL 33401
Estate Planning, Business, Probate and Tax
Dickinson School of Law
Stephen Wiener concentrates his practice in business, corporate and LLC Tax law and estate planning and administration matters. His business clients include a variety of manufacturers and technology related companies. Steve advises on federal and state taxation and general business issues as well as having experience in bank and loan negotiation and documentation. Estate planning and administration is provided for a range of clients from sophisticated estate plans for the high net worth individuals to simple wills.
Nia Johnson
Claimed Lawyer ProfileSocial Media
Palm Beach Gardens, FL Estate Planning Lawyer with 15 years experience
(561) 832-1001 3801 PGA Blvd
Suite 600
Palm Beach Gardens, FL 33410
Estate Planning, Family, Probate and Real Estate
University of Florida
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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.