Top Probate Lawyers in VERO BEACH | 10 available

Firm: Robin A. Lloyd, Sr. and Associates, P.A.

3545 Ocean Drive   201 , Vero Beach , Florida 32963

Practice Areas: Business & Commercial,Estate Planning,Probate ,Taxation - State & Federal,Trusts

Firm: E. Steven Lauer, P.A.

3426 Ocean Dr , Vero Beach , Florida 32963

Practice Areas: Guardianship and Conservatorship, Probate , Real Estate , Taxation - State & Federal, Trusts, Wills

Since 1977, the AV Preeminent probate and estate planning law firm of Lauer Law, P.A. (formerly E. Steven Lauer, P.A.) in Vero Beach, Florida, has provided a variety of estate planning services, as well as offering legal counsel regarding probate and trust administrations, tax preparation, real estate, and elder law.. E. Steven Lauer is the only attorney in Indian River County who has passed the C.P.A. exam and is Florida Board Certified in Wills, Trust, Estates and Taxation. In addition, the office staff includes an accountant, who prepares fiduciary accountings and tax returns; an attorney with a Master of Laws in Taxation; and paralegals, who assist with probate and trust administrations and real estate transactions.  Finally, although the office would be pleased to work with a corporate or family fiduciary to administer an estate or trust, Mr. Lauer has acted as an independent fiduciary on many occasions working hand in hand with the client’s trusted financial advisor.  As a result, the office provides “one stop shopping” for the various needs of its clients.. Lauer Law, P.A. can also assist with resolving conflicts in Florida conflicts range in scope from academic and provisionary to highly emotional battles:

Firm: Gould Cooksey Fennell

979 Beachland Blvd , Vero Beach , Florida 32963

Practice Areas: Probate

Justin K. Larson is a member of Gould Cooksey Fennell's estate planning and tax group, and he devotes his practice to assisting high-net-worth clients with estate planning, estate and trust administration, and related tax matters.. Mr. Larson helps high-net-worth individuals and families formulate and implement customized, comprehensive estate plans based on each client’s unique objectives, assets, and circumstances. This often involves the use of sophisticated, tax-efficient strategies designed to help preserve assets for the benefit of future generations, and may include multi-generational dynasty trusts, irrevocable gift trusts, life insurance trusts, GRATs, QPRTs, family business entities, sales to grantor trusts, and spousal lifetime access trusts. Mr. Larson is also experienced in structuring charitable gifts and bequests, including via charitable trusts, donor advised funds, and private foundations.. In estate and trust administration, Mr. Larson works to help ensure optimal execution of the planning efforts and the minimization of income, estate, and generation-skipping transfer taxes which may apply, and he helps fiduciaries and beneficiaries understand and exercise their various duties, rights, and responsibilities. He is skilled in the preparation and filing of federal gift tax returns (Form 709) and federal estate tax returns (Form 706), and he also assists and advises on related elections, strategic planning, and ancillary reporting with respect to same.. Mr. Larson earned his Juris Doctor degree from Duke University School of Law. He also graduated with honors from the University of Florida’s Warrington College of Business with an undergraduate degree in Business Administration, and later earned a Master of Laws (LL.M.) in Taxation from the University of Florida Levin College of Law.. Mr. Larson is a graduate of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC), a board member of the Indian River Estate Planning Council, and a member of the Real Property, Probate & Trust Law and Tax Law Sections of The Florida Bar.

Firm: Rossway Swan Tierney Barry Lacey & Oliver, P.L.

2101 Indian River Boulevard , Vero Beach , Florida 32960

Practice Areas: Probate

Michael Swan, one of the Firm’s founding attorneys, practices in the areas of guardianship, mental health and probate. He maintains a statewide practice handling complicated guardianship and mental health matters for families and professionals. Mr. Swan has been practicing in the guardianship and mental health area since 1985 and has actively served the Florida Bar in substantive capacities at the statewide level in the development of probate and mental health law. He has earned the distinction as an AV Preeminent rated attorney by Martindale-Hubbell, based on peer evaluations of his legal ability and ethical standards.

Firm: Stephanie M. LeBlanc, LL.M. in Taxation

5070 Highway A1A, Suite 221 , Vero Beach , Florida 32963

Practice Areas: Probate

Ms. LeBlanc’s practice areas include estate and lifetime planning, probate and trust administration, tax planning, and business law including not-for-profit organizations. Ms. LeBlanc graduated from Florida International University’s School of Accounting and partook in programs with top accounting firms such as KPMG and BDO. She later earned her Juris Doctor degree from the University of Miami School of Law and achieved her Masters of Law in Taxation during the course of her third year of law school through the University of Miami’s Dual/Joint Degree program.. During law school, Ms. LeBlanc was a member of the Military Law Society and OUTLaw, both of which sponsor social and educational events throughout the academic year. Interestingly, during the summer between her second and third year of law school, Ms. LeBlanc was selected to serve as a legal extern with the United States Coast Guard’s Judge Advocate General (JAG) division in District 13, Seattle, Washington. There, she worked with Coast Guard JAG Officers learning the facets of military law, advising Commanders and leading physical training exercises. During her last year of law school, she also worked at a Tax Law Office in Fort Lauderdale working on international tax reporting, tax controversies and compromises, as well as tax appeals.. Soon after graduating from law school, Ms. LeBlanc was notified of her successful completion of the Florida Bar Examination and began her career as an Associate with the law firm of Collins, Brown, Barkett, Garavaglia & Lawn, Chartered. She later also obtained her bar license to practice in the District of Columbia.. Ms. LeBlanc loves traveling, spending time at the beach, on paddle boards or at home with her family, dog and two cats.

Firm: Gunster, Yoakley & Stewart, P.A.

3055 Cardinal Drive   301 , Vero Beach , Florida 32963

Practice Areas: Estate Planning,Family ,Probate ,Real Estate ,Taxation - State & Federal,Trusts

3355 Ocean Drive   PO Box 3345 , Vero Beach , Florida 32964

Practice Areas: Estate Planning,Health Care & Hospitalization,Probate ,Real Estate

Firm: Stewart and Evans, P.A.

3355 Ocean Drive   PO Box 3345 , Vero Beach , Florida 32964

Practice Areas: Business & Commercial,Condominium ,Contracts,Corporate ,Employee Benefits,ERISA,Estate Planning,Probate ,Real Estate ,Trusts,Wages/Commissions/Overtime,Wills

Firm: Collins, Brown, Caldwell, Barkett and Garavaglia, Chartered

756 Beachland Boulevard   PO Box 3686 , Vero Beach , Florida 32964

Practice Areas: Banking & Finance,Business Organizations,Probate ,Taxation - State & Federal,Trusts,Wills

Firm: Collins, Brown, Barkett, Garavaglia & Lawn, Chartered

756 Beachland Boulevard , Vero Beach , Florida 32963

Practice Areas: Wills, Trusts and Estates, Probate, Taxation, Business Organization, Succession Planning