Estate Planning

This initial meeting can be a good time to discuss your situation, your concerns and your estate planning goals. To help you get ready for an initial consultation, we provide you with an Estate Planning Questionnaire approx. 2 weeks prior to your appointment. This allows you time to gather certain documents/information. This information will better inform the attorney about your assets, liabilities and estate, allowing you to get more precise answers about your best options for proceeding.


* Please bring valid ID to your appointment we will need to obtain a copy.


Tax Law ~ Business Law

Early intervention by a Florida Bar Board Certified Tax Attorney is critical to preventing damage and securing favorable resolution to your tax matters with the IRS and state tax agencies. Additionally, consultation before entering into contracts and business transactions can avoid adverse tax consequences.  Be sure to bring all documentation pertaining to your tax matter or contract or other business transaction to your appointment. This information will better inform the attorney of your current matter. 

* Please bring valid ID to your appointment we will need to obtain a copy.


Probate ~ Guardianship ~ Elder Law

At the initial meeting we will gather the information necessary to determine what should be initiated to assist you with your probate, guardianship or elder law needs. Bring original wills and other estate planning documents, asset and liability information, family contacts, death certificates, medical information, as appropriate.  Any additional information needed will be discussed at the initial consultation.  A plan of action will be formulated and further engagement as necessary will occur at that time.


* Please bring valid ID to your appointment we will need to obtain a copy.


Practice Areas

  • Federal & State Tax Law
  • Business & Corporate Law
  • Real Estate
  • Medicaid Planning
  • Mediation

Initial Consultation

  • Estate Planning
  • Wills, Trusts & Estates
  • Probate & Probate Litigation
  • Guardianship
  • Elder Law