Firm: The Dorcey Law Firm, PLC
10181 Six Mile Cypress Pkwy , Fort Myers , Florida 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: Jp Law and Wealth Advisors PLLC
555 Winderley Pl Ste 300 , Maitland , Florida 32751
Practice Areas: Estate Planning
Laurore B. Jean Pierre. Esq. is both a licensed financial advisor and Florida licensed attorney. Laurore has worked in the financial field for nearly 10 years— building her network and book of business with industry leading institutions like Wells Fargo, Charles Schwab and Merrill Lynch.. Early in her financial career, Laurore recognized a gap in proper financial planning and legal access across lower-income groups. In an effort to drive a positive change, Laurore decided to pursue a legal career.While unconventional, Laurore worked full-time in the financial field while attending law school, graduating with honors (Cum Laude) from FAMU College of Law.. Laurore has a true passion for finance and understanding of the true freedom that comes with having control over your finances. She has implemented that drive and discipline graduating law school without any loans or scholarship but following a detailed financial plan.. Laurore currently holds securities and financial licenses series 7, 63 and 66. Additionally, she is currently on track to earning her CFP.
Firm: Law Office of Mary Conte
605 Crescent Executive Court , Lake Mary , Florida 32746
Practice Areas: Estate Planning
Focused on Estate Planning, Probate and Real Estate Law, the goal is to give you exceptional and affordable representation.. Practicing for over 15 years, representing families during the most difficult times, Mary Conte Mollenhauer, offers support and guidance when it matters most.
101 NE 3rd Avenue , Fort Lauderdale , Florida 33316
Practice Areas: Estate Planning
Martyn S. Elberg graduated from California Western School of Law in 2006. After graduation, Marty moved back to his hometown of Eagle Grove, Iowa to be closer to his and his wife’s family where they could raise their boys with the same Midwestern values they learned. Soon after he was admitted to the Iowa bar, he opened his own practice to serve the small town. After several years of being a general practitioner and transitioning their boys into responsible young men, Marty and his wife, Susie, moved to Florida. He now resides in Fort Lauderdale with Susie. Their children live in Iowa and Virginia. One is in the Army National Guard and the other served 5 years active duty in the US Navy and is now in the Navy Reserve.Marty has focused on Estate Planning since being admitted to the Florida bar in 2012. His experience goes back to when he prepared a simple will for one of his first clients in Iowa in 2007. His practice has evolved where he creates full plans for a family’s well-being. Marty understands the fear of sitting down and planning for the inevitable, and he prides himself on his ability to truly listen to his clients while translating their vision into estate plans that meet their desires and expectations. He appreciates the unique composition of each family and knows firsthand that thoughtful, creative customized planning can maximize both financial security and harmony therein.
Firm: Broward County
1930 Harrison Street , Hollywood , Florida 33020
Practice Areas: Estate Planning
I take great pride in helping those in need planning for their family's welfare and navigating through challenging times in their lives.
Firm: M. Daniel Sasso, P.A.
D 4223 Del Prado Boulevard 16 , Cape Coral , Florida 33904
Practice Areas: Estate Planning
Firm: Lynn B. Aust, P.L.
1220 E Livingston St , Orlando , Florida 32803
Practice Areas: Estate Planning
If you need help with Florida estate planning, probate, guardianship or business planning, email or call me to see if I can help you.. I love what I do because I have something that helps people. I have more "people skills" than most attorneys because of my flight attendant background.. I listen AND I return phone calls.. God gave me my practice and I always want to honor Him with it.
Firm: Louis C. Anderson Law Office
224 Commercial Blvd Ste 310 , Fort Lauderdale , Florida 33308
Practice Areas: Estate Planning
Firm: Lawrence R. Steiner, P.A.
797 Douglas Ave , Altamonte Springs , Florida 32714
Practice Areas: Estate Planning
Firm: Laura Bourne Burkhalter, Pa
403 SW 8th St , Fort Lauderdale , Florida 33315
Practice Areas: Estate Planning
Firm: The Law Offices of Joshua M Stahley, Pa
500 E Broward Blvd Ste 1710 , Fort Lauderdale , Florida 33394
Practice Areas: Estate Planning
Firm: Zimmerman & Associates, PA
699 N. Federal Highway , Fort Lauderdale , Florida 33304
Practice Areas: Estate Planning
Kurt Zimmerman has practiced law for over 30 years in the areas of real property, probate and trust law, beginning at the national law firm of McDermott, Will & Emery in its Chicago office. A graduate of the American College of Trust and Estate Council (ACTEC) Florida Fellows Institute, Mr. Zimmerman has been recognized as one of Florida Trend's “Legal Elite.”. Education:. Mr. Zimmerman is a graduate of the University of Michigan (B.A. 1986) where he was a walk-on student-athlete (baseball), earning 4 varsity letters and being individually honored as First Team Academic All-Big Ten, First Team All-Big Ten, Most Outstanding Player - Big Ten Tournament, and recipient of the Wolverine Award, which goes to the team’s “most inspirational player.” He and his Michigan teammates — including Hall of Famer Barry Larkin and Olympic Gold Medalist and Sullivan Award Winner (“most outstanding amateur athlete in the United States”) Jim Abbott — won three Big Ten Conference championships and competed twice in the NCAA Division I National Championship Tournament (College World Series).. Mr. Zimmerman received his law degree from Vanderbilt University Law School (J.D. 1990) where his peers elected him President of the Vanderbilt Bar Association and where he was selected by vote of the entire law faculty as recipient of the Bennett Douglas Bell Memorial Prize, which goes to the graduate “who is not only well versed in the law, but who embodies the highest conception of the ethics of the profession.” Mr. Zimmerman continues to serve Vanderbilt Law School by conducting admissions interviews for South Florida applicants.. Community Service:. Mr. Zimmerman is active in the community and serves on the governing boards of several local organizations, including:. Professional Memberships:. His professional memberships include the American Bar Association, The Florida Bar, the Broward County Bar Association, the Estate Planning Council of Broward County, and the Planned Giving Council of Broward County.. Personal:. Mr. Zimmerman and his wife of 30 years (Patricia Hooley) reside in Fort Lauderdale. Mr. Zimmerman’s three children attended Pine Crest School and the Ross School of Business at the University of Michigan where they were the 5th consecutive generation of the Zimmerman family to attend Michigan.
Firm: Law Offices of Amber Jade F. Johnson, Pa
471 N Maitland Ave , Maitland , Florida 32751
Practice Areas: Estate Planning
Firm: Reed, Griffith and Moran
630 E Ocean Ave , Boynton Beach , Florida 33435
Practice Areas: Estate Planning
Gator Grad.
Firm: Quarles & Brady LLP
1395 Panther Lane #300 874 , Naples , Florida 34109
Practice Areas: Estate Planning
Firm: Kelly L. Fayer, P.A.
12601 World Plaza Ln Ste 2 Bldg 52 , Fort Myers , Florida 33907
Practice Areas: Estate Planning
Attorney Kelly Fayer grew up in Southwest Florida and attended FSU, where she graduated Magna Cum Laude. She returned to Lee County after she graduated from Washington and Lee University School of Law in 1997. She since practiced Family Law (divorce, paternity, child support, and child custody) and Estate Planning (wills, trusts, powers of attorney, living wills, probate, and guardianship).
Firm: Valrico Law Group, P.A.
3626 Erindale Dr. , Valrico , Florida 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
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.
1250 S Pine Island Rd , Fort Lauderdale , Florida 33324
Practice Areas: Estate Planning
Firm: Szymanski Law, PLLC
2645 Executive Park Dr. Suite 308 , Weston , Florida 33331
Practice Areas: Estate Planning
