Estate Planning lawyers in Florida John S. to Keith H.

Firm: Peterson & Myers, P.A.

130 East Central Avenue , Lake Wales , Florida 33853 Zip code: 33853

Practice Areas: Estate Planning

Firm: Dean Mead

420 S. Orange Ave. , Orlando , Florida 32801 Zip code: 32801

Practice Areas: Estate Planning

10181 Six Mile Cypress Pkwy, Ste. C , Fort Myers , Florida 33966 Zip code: 33966

Practice Areas: Estate Planning

Firm: Valrico Law Group, P.A.

3626 Erindale Dr. , Valrico , Florida 33596 Zip code: 33596

Practice Areas: Estate Planning

Justin J. Klatsky is a Partner in the Valrico Law Group practicing in the areas of estates and trusts, general business and corporate law, and taxation.. When Justin is often asked to generally describe his practice, he regularly tells his clients that his job is to help people plan, preserve, and protect their legacy.. In the field of estates and trusts, that process starts with proper planning for both death and incapacity.  Accordingly, basic estate plan typically involves a last will and testament, living will, health care surrogate, durable power of attorney, and declaration of preneed guardian.  For those people with more complex estate planning needs, revocable living trusts are used to provide for management, privacy, and probate avoidance.  As a tax attorney, Justin also assists those that have transfer tax (estate, gift, and generation skipping transfer) and income tax concerns by utilizing various advanced planning techniques (ILITs, FLPs, QTIPs, etc.).. Justin’s estate planning practice is informed by his experience in the administration of trusts and estates.  In this aspect of his estates and trusts practice, he assists clients that have legal questions when someone passes.  He has experience with formal, summary, and ancillary administration, trust and will disputes, and reformation of trusts through modification and decanting.  Also, Justin represents clients in the preparation of gift and estate tax returns (Form 709 and Form 706).. Just as Justin helps clients plan for various stages of their natural lives, he also helps business owners at the various stages of the lives of their businesses.  At the “birth” of a new enterprise or idea, he provides counsel to businesses on entity selection and formation with an eye on both tax and liability concerns.  During the “life” of the business, Justin has experience with asset and stock sales and purchases, shareholder or member buyouts and redemptions, reorganizations, and, perhaps most notably, various conversions of entities from one form to another (most often from a corporation to a limited liability company for additional liability protection for the owners).  Also, Justin has experience with drafting, review, revision, and conflicts involving numerous business agreements, including, but not limited to, independent contractor and employment agreements, noncompetition and nondisclosure agreements, buy-sell agreements, shareholders agreements, and services agreements.  Because of his experience in estate planning and taxation, Justin also assists in succession planning for those business owners that want to keep the family business operating within the family.. Associated with his experience in providing counsel to owners of for profit enterprises, Justin also has similar experience working with nonprofits and their founders, but with special attention to those aspects that are particular to the nonprofit sector such as preparing the Form 1023 (Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code), providing guidance on adherence to state fundraising rules, and analyzing concerns such as excess benefit transactions, private inurement, and unrelated business taxable income (UBTI).. Justin’s other area of practice is that of tax controversy.  He represents individuals, businesses, and organizations in federal tax matters at all levels including IRS collections, audit, and appeals, and the U.S. Tax Court.  He also has experience with international tax issues involving foreign assets and offshore accounts under audit or the disclosure procedures.. When not assisting his clients, Justin can be found participating in the sport of Schutzhund with his two working line German Shepherds (Bianka and Cade), relaxing with a good book, or traveling the back roads of Florida on the hunt for antiques with his wife, Lily.  He is also a member of Westminster Presbyterian Church (PCA).

Firm: The Law Firm of Short & Setzer, P.A.

625 Atlantic Blvd. , Atlantic Beach , Florida 32233 Zip code: 32233

Practice Areas: Estate Planning

Judi Setzer was born and raised in Wilmington, Delaware. In 1985 she graduated from Seton Hall University in South Orange, New Jersey with Bachelor of Arts degrees in Asian Studies (concentration in Japanese language) and Classical Studies.  She received her Juris Doctor from Florida Coastal School of Law in 2003.  While in law school she served as President of the Christian Legal Society and received Book Awards in Criminal Law and Gift and Estate Tax. The years between undergrad and law school were spent devoting herself wholly to her family.  Since 2004 Judi has been in solo practice, focusing on adoptions, estate planning, probate, guardianship, and is a certified Circuit Court Mediator.  She has finalized over 90 adoptions and considers this work to be the heart of her practice.  Ms. Setzer views her law practice as a ministry and seeks to serve her clients by diligent study and the ethical practice of law by ministering to the poor, reconciling people in conflict, defending life and protecting the religious liberties of all people.  She attended the 2009 National Litigation Academy of the Alliance Defense Fund to further this goal.Her community involvement includes the Jacksonville Christian Legal Society Pro Bono Project at the City Rescue Mission and various ministries at her church.    Judi is a member in good standing of The Florida Bar (admitted May 2004), and she is presently serving as president and board member of the Jacksonville Christian Legal Society and the Florida Coastal School of Law Alumni Board.  Her professional memberships include the Jacksonville Bar Association, and the National Christian Legal Society.

Firm: Matthews & Hawkins, P.A.

4475 Legendary Drive , Destin , Florida 32541 Zip code: 32541

Practice Areas: Estate Planning

Firm: The Dorcey Law Firm, PLC

10181 Six Mile Cypress Pkwy , Fort Myers , Florida 33966 Zip code: 33966

Practice Areas: Estate Planning

A Fort Myers native, Joshua O. Dorcey earned his Bachelors of Science in Business Administration from Samford University. He went on to obtain his Juris Doctorate from Liberty University School of Law in Lynchburg, Virginia. Joshua focuses his practice on business planning, transactional services, and estate planning. He dedicates his career to helping clients protect their assets, create air-tight wills, and help protect property.. An avid member of the legal community, Joshua is a member of the American Bar Association’s Business Law Sections, Tax section, and Wills, Trust, and Estate Planning section. He is also an active member of the Fort Myers Rotary Club. To learn how he can help you as a Fort Myers estate planning lawyer, call  for a free consultation.

Firm: The Law Offices of Joshua M Stahley, Pa

500 E Broward Blvd Ste 1710 , Fort Lauderdale , Florida 33394 Zip code: 33394

Practice Areas: Estate Planning

Firm: The Karp Law Firm

2875 Pga Blvd Ste 100 , Palm Beach Gardens , Florida 33410 Zip code: 33410

Practice Areas: Estate Planning

Every client has a unique story to tell. About their families, their finances, their health, their worries, their hopes. About the past, the present and the future. I am always eager to understand each story and to get to know my clients. Then together, we construct an estate plan to meet their goals and put their minds at ease.. Creating an estate plan is very serious work, and many clients have serious issues that need addressing. Nonetheless, we usually enjoy our talks and there are often moments of laughter as we work together.. My clients include young people just starting out in life, and older people who want to be sure that their wealth eventually goes to the people they care about. My work includes creating wills, trusts, powers of attorney and health care surrogates. I also help people worried about losing their assets to nursing home costs, who want to protect minor children, and who want to ensure their special needs loved one is cared for as time goes on.. It is a great honor when someone shares his/her story with me. It’s gratifying to be trusted to help people make some of the most meaningful decisions of their lives. I always give 100%, because I love my job, and I think it shows.

Firm: The Silverman Law Firm, P.A.

1455 Court Street , Clearwater , Florida 33756 Zip code: 33756

Practice Areas: Estate Planning

Firm: Joseph P. Dudley

128   403 Downing St 128 , New Smyrna Beach , Florida 32170 Zip code: 32170

Practice Areas: Estate Planning

Firm: Stromire, Bistline, Miniclier & Griffith

1970 Michigan Avenue 248 , Cocoa , Florida 32924 Zip code: 32924

Practice Areas: Estate Planning

Firm: Porcelli Law Offices

4644 Glissade Drive , New Port Richey , Florida 34652 Zip code: 34652

Practice Areas: Estate Planning

Firm: Pearson Huff

261 N University Dr Ste 500 , Plantation , Florida 33324 Zip code: 33324

Practice Areas: Estate Planning

1250 S Pine Island Rd , Fort Lauderdale , Florida 33324 Zip code: 33324

Practice Areas: Estate Planning

Firm: Jonnie M. Hutchinson

Al 407 , Lake Alfred , Florida 33850 Zip code: 33850

Practice Areas: Estate Planning

6719 Winkler Rd Ste 110 , Fort Myers , Florida 33919 Zip code: 33919

Practice Areas: Estate Planning

Firm: Karen A. McCarty, Attorney at Law

432 S. 2nd St. , Jacksonville Beach , Florida 32250 Zip code: 32250

Practice Areas: Estate Planning

Firm: Karen Young Todd

12407 Lakewood Ct , Fort Myers , Florida 33908 Zip code: 33908

Practice Areas: Estate Planning

Firm: John S. Haile P.A.

220 Dal Hall Boulevard 598 , Lake Placid , Florida 33852 Zip code: 33852

Practice Areas: Estate Planning