Practice Areas

Estate Planning

• Living Trust
• Estate Tax Planning
• Will
• Special Needs Trust
• Charitable Trust
• Life Insurance Trust

Asset Protection

• Limited Partnership (LP)
• Limited Liability Co. (LLC)
• Off-Shore Trust and LLC
• Marital Agreements

Probate & Trust Closure

• Summary/Formal/Ancillarys
• Fast-Track Probate

Probate Litigation/Mediation

Trust Administration

• Trustee Duties

Elder Law

Guardianship

Real Estate

Client Newsroom

Our Mission & Personal Commitment to You

I am proud of my profession, but I believe we must make fundamental changes in the way we serve our clients. Abraham Lincoln admonished young lawyers to "discourage litigation" whenever possible. All lawyers should heed these wise words. I also believe we have a duty to speak and write in plain English. Too often lawyers write legal documents that are confusing to the average person. These principles are summarized in the following personal commitment our firm makes to each client:

• Reach settlement or trial as quickly as possible
• Speak and write in plain English
• Provide quality legal service at a fair price

Client Newsroom Reports and Alerts

The following Florida Trust & Probate Reports are designed for our clients and family members. However, we welcome all interested persons. For a complete list of our Reports and Alerts, see below. Here are our most popular Reports:

• Understanding Living Trusts For Florida Residents
• Protecting Your Assets: 5 Common Mistakes; 5 Tested Solutions
• Report: Selling Your House Quickly — And At the Right Price

Client Newsroom Index

Year 2011

• New Florida Durable Power of Attorney Law Makes Sweeping Changes
• US Tax Traps and Possible Solutions for the Non-Resident or Resident Foreign National
• Moving to Florida: The Tax Traps — And How To Avoid Them
• Florida Property Tax Appeal Deadline Near
• 10 Point Checklist For Florida Corporate Entities
• Florida Probate Attorney Fees

Year 2010

• Report: Protecting Your Assets: 5 Common Mistakes, 5 Tested Solutions
• Alert: Beware of Corporate Scam
• Report: Rarick & Associate Real Estate Legal Services
• Report: The “Phony” Estate Tax Repeal Has Come Home to Roost — And What You Should Do
• Alert: The Latest on the Estate Tax and Other Tips

Year 2009

• Report: 2009 Year End Checklist; Funding of Your Trust
• Report: A Better Buy Sell Agreement — The "Wait-And-See Buy Sell"
• Alert - Living Trusts Do Not Protect Your Assets; So What Does?
• Report: Seven Most Common Estate Planning Mistakes
• Report: Selling Your House Quickly — And At the Right Price

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