Elder Law and Estate Planning

Many individuals do not need a complicated set of documents. If you are just starting out, or if you simply want an estate plan that is easy to understand, you may need only a simple will that allows you to provide for the disposition of your assets and, if you have minor children, allows you to name a guardian for your children. If you are within this category, our firm can meet your needs with some or all of the following practice areas:

If you have acquired wealth, have a successful business or if your matter is complicated, we can provide you with more sophisticated planning services. We can review your current financial situation and provide advice that is tailored to fit your needs in the following practice areas:

  • Pre-mortem estate planning
  • Preparation and review of wills, living trusts and related documents
  • Gift planning, including irrevocable insurance and other trusts
  • Probate and estate administration
  • Postmortem estate planning
  • Preparation and review of federal and state estate tax returns
  • Review of postmortem elections
  • Generation-skipping transfer tax planning
  • Trust administration
  • Business succession planning

If you are a beneficiary of an estate or trust, or if you are a personal representative or trustee, we can provide you with advice regarding your interest in the estate or trust and answer questions you may have regarding administration.

Our firm can also work with your local attorneys who do not have an active estate and trust practice or with your out of state attorneys who represents you in other matters.

Contact Us

If you live outside of Florida, but need the help of an estate planning lawyer or a probate law firm in Orlando, we can help. We are equipped to handle your case without you ever setting foot in Orange County. Contact us today at 407-647-7887 or 877-647-7887.

Wills and Trusts Forms