ESTATE, TRUST AND GUARDIANSHIP ADMINISTRATION

Our attorneys routinely counsel personal representatives (executors), trustees and guardians to navigate and comply with the fiduciary obligations imposed upon them by Florida law throughout the administration of an estate, trust or guardianship. We provide our clients with advice and guidance in properly fulfilling their obligations to the beneficiaries and to the Court while providing prompt and effective administration. We emphasize postmortem planning in estate and trust administrations to take advantage of the tax savings and asset protection opportunities that frequently arise and the use of judicial and non-judicial modification of estate plans, including “irrevocable trusts”, to better serve the needs of our clients. Our services also include trust, estate and guardianship disputes and overseeing the preparation of estate and gift tax returns and IRS audits of those returns.