Monroe County Estate Planning Lawyers

We have represented clients from over 45 states and 20 foreign countries. While the diversity of our work mirrors the diversity of our clients, our primary areas of practice are civil litigation, real estate and title services, and estate planning and probate. We commonly work with other firms both to represent their clients in local matters and to obtain additional counsel in matters beyond our areas of practice.

Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational wealth including matters associated with trusts and estates as well as business planning. A first-generation Haitian American, he has dedicated his life to the practice of law. He graduated with high honors from St. Lucie West Centennial High School in 2009 where he had the privilege of being part of the school’s Criminal Justice Academy, serving as an advocate for the 19th Judicial Circuit’s Teen Court program. After graduation from Centennial, Jamy earned his B.S. in Legal Studies from the University...

My name is Justin Stivers, and I am an experienced Estate Planning and Probate attorney practicing in the states of Florida and Tennessee. Most of my clients hire me for one of the following reasons: 1) they want to create an estate plan which includes a Trust, a Last Will and Testament, a Durable Power of Attorney, a Living Will, and a Designation of Health Care Surrogate; 2) many of my clients have outdated estate plans and need to update them or are moving to Florida from another state and need to create a new plan; or 3) a...

As an expert estate, trust and tax attorney, Greg Herman-Giddens provides comprehensive wealth planning, protection and management services to residents of Florida, North Carolina Tennessee and New York. He also provides consulting adn co-counseling services to attorneys throughout the country. Through careful selection of strategies tailored to clients' individualized goals and objectives, he helps individuals protect their family, preserve assets and save taxes.

Wendy A. Mara attended Stetson University and graduated Magna Cum Laude in 1993
Ms. Mara taught language arts in high school for 13 years. While teaching full time, she earned her MBA degree from the University of Central Florida in 2006. Deciding to pursue a legal career, she entered law school at Florida Coastal School of Law where she graduated in the top 10 percent of her class. While in law school, she was a teaching and research assistant, earned the Dean’s Certificate for Pro Bono Work and became an award winning oralist for the Jessup International Moot Court Competition....

Robin Petersen is the Founder and Managing Partner of the Estate Planning & Elder Law Center of Brevard, which has been serving Brevard County since 1991. The practice focuses exclusively in the areas of Estate Planning and Elder Law, Wills and Trusts, Probate and Trust Administration (representing the executor or trustee, as well as serving as the executor or trustee of the estate), Guardianship, planning for long term care costs through asset protection, the use of VA Aid & Attendance, and Medicaid benefit options. Because he has dedicated over 25 years of practice to these types of law, Robin understands...

Client's love Attorney Romaine Brown, because she is warm, listens, cares, and is aggressive when needed to and she gives tremendous effort to each case. Attorney Brown will personally talk to you about the needs and wishes of your case and comes up with the best strategy to win your case. She handles a variety of cases which has given her unique experiences when resolving cases. Clients are often concerned about trusting their attorney with their cases, and because she has years of experience and a background of representing clients in a variety of cases, she understands how clearly defining...

Lissette Crescimone, Esq. practices in the areas of corporate law and trust and estates. She is a graduate of Emory University in Atlanta, Georgia. Initially in pursuit of a career in diplomacy, she secured a Bachelor of Arts degree in International Studies and French, with a concentration on the European Union. She later obtained her Juris Doctorate degree from Nova Southeastern University's Shepard Broad Law Center. In the most recent years Ms. Crescimone splits her time and practice between Colorado and South Florida. Ms. Crescimone supports companies in the Education and EdTech space, providing practical solutions in general business law and...

We are a West Palm Beach-based law firm that focuses on the following areas of law: - providing strategies to DEFER INCOME TAX and DEFER CAPITAL GAIN TAX - creating WILL, TRUST, and ESTATE PLAN, - handling REAL ESTATE transactions and TITLE CLOSING, - assisting with CORPORATE and BUSINESS matters, - handling any other civil law issue that may arise. If you have any legal inquiries, please don’t hesitate to reach out to us. We offer Free Consultations with No Obligations on your part, as we are dedicated to assisting you with all your legal needs.

Cassidy V. Petersen initially joined the firm in 2011 and has held various positions over the years – beginning as a receptionist, next as an estate planning paralegal, then as our firm administrator, and now as an attorney. Ms. Petersen focuses her practice in estate planning, business succession planning, probate, trust administration, Medicaid planning, VA planning, guardianship, and special needs planning.

Ms. Petersen, a Melbourne native, graduated from Melbourne High School in 2011. She earned her Bachelor of Science (B.S.) in Business Management, graduating cum laude, from Florida Gulf Coast University in 2014. Ms. Petersen received her Juris Doctor (J.D.), cum...

Florida Bar Board Certified Elder Law Attorney focused on providing custom solutions and personalized legal and asset protection planning for caregivers and families in Northeast Florida. Offices located in Jacksonville, FL and Orange Park, FL. Kellen is a partner and co-founder of Berg Bryant Elder Law Group after having spent 7 years building his own practice from scratch. Kellen started his solo practice at 26 years old during the 2009 recession, with no contacts and no prior legal experience in elder law. Kellen has since built a practice that has served over 1500 families and supports a full office staff to...

RISE UP LEGAL | Cain & Cain Wills & Trusts | Probate & Trust Administration | Business & Bankruptcy We help families with their estate planning, from basic Wills & Trusts to complex Private Family Foundations. Execute or update your Revocable Living Trust, Last Will & Testament, Durable Power of Attorney, HIPAA waiver, and nominate a Healthcare Surrogate. We also handle Florida Probate and Trust Administration matters. We generally represent Successor Trustees or Personal Representatives in this regard, helping them through the process of tracking, managing, and distributing estate assets. Finally, our firm offers business planning and asset protection. ...

Joe Gufford has been a member of The Florida Bar since 1991. The Gufford Law Firm commitment is to provide exceptional client services that remain focused on results. We bring together attorneys and staff with decades experience. At The Gufford Law Firm, we believe that both our attorneys and our staff must be knowledgeable about the specific areas of law that we practice in. That is why we ensure that each of our attorneys and staff members are constantly taking Continuing Legal Education courses so that we are up to date on the latest developments in the law. Joseph Gufford...

Jason Siegel, of The Siegel Law Firm, PA. obtained his law degree with honors from University of Florida Levin College of Law. Jason also has a degree in finance and a masters in international business from the University of Florida. Jason Siegel has represented more than 1,000 clients in drafting wills, trusts, and advanced directives. He has also helped guide Personal Representatives/Executors through the probate process throughout Florida. Jason Siegel is admitted to practice law in Florida in both state and federal court.

James W. Martin is an experienced probate attorney in St. Petersburg, Pinellas County, Florida with the highest lawyer ratings on Justia, Super Lawyers, Martindale, and Avvo and 50 years of law practice experience. Pinellas County probate matters are his primary focus. He is also an Adjunct Professor of Law at Stetson University College of Law and serves on the Board of the Dali Museum. He welcomes new clients in Pinellas County probate cases involving wills, trusts, and probate estates. Most cases begin with a free phone consultation where he learns the facts of the case and decides whether it is one that...

Attorney Phil Rarick has 30 years of experience in both private and public legal work. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice.

Mr. Rarick is an active member of the Elder Law Section of the Florida Bar, and the Real Property, Probate and Trust Law section of the Florida Bar Association. He is the primary writer and editor for the Miami Trusts & Probate Alert newsletter and...

Beatrice Bianchi Fasani is a Florida licensed attorney and the founding member of the firm. She currently focuses her practice on inbound and outbound tax planning, pre-immigration tax planning, estate planning, real property transactions and corporate law.

Ms. Bianchi Fasani has extensive experience advising high-net-worth families and closely held businesses investing in the U.S. real estate market, on U.S. and international wealth planning matters, as well as income, estate, and gift tax planning.

As a US corporate attorney, Ms. Bianchi Fasani has experience in mergers and acquisition including creating U.S. and foreign entities and advising international and domestic companies on multi-million...

Carrie is a skilled attorney, contributing 16+ years of professional experience to the Elder Needs Law team and enabling us to service our Probate clients with complete confidence. Additionally, Carrie brings knowledge and experience in Real Estate law, that will be of tremendous value to probate clients’ liquidation of real property assets requirements. With the addition of Carrie, our firm can provide a broader range of top-level services, care and expertise to our clients and offer a skilled legal resource with the years of experience that enables her to employ the empathy and patience required to assist with families in...

Law Offices of John Mangan, P.A. has one simple goal: to help our clients to preserve and protect their legacy. We strive to accomplish our goal by providing estate planning and administration services for clients. We focus primarily on wills, trusts, asset protection, guardianship, and probate administration. Our clients are special to us – much more than just a name in a file folder. We build relationships with our clients that last far beyond their initial engagement with our firm. We take a sincere interest in each client, in their family, and in their future. We look out for...

Monica Balyasny is a licensed attorney in the States of Florida and New York. She is fluent in both English and Russian.

Mrs. Balyasny graduated from John Jay College with a Bachelors in Science in Criminal Justice in 2012. After graduation, she moved to South Florida to attend Nova Southeastern University, Shepard Broad College of Law, where she obtained her Juris Doctor in 2018. While in law school, Mrs. Balyasny received her concentration in Health Law while actively participating in extracurricular activities at Nova. She was a representative for the Jewish Law Society Association and a member of the “Pulse” Health...

The firm works with Asset Protection, Estate Planning, Wills, & Trusts, Probate, Elder Law, Guardianship, Gun Trust, NFA Firearms, NFA Trust, Gun rights, Probate, Probate Litigation, Trusts, and Trust Litigation. Licensed in Texas and Florida

Shiobhan Olivero was born in Plant City, Florida, and as a native Floridian, has lived in the Tampa Bay area her entire life. She enjoys spending time with her family. She is an active scuba diver, and enjoys traveling to local and distant sites to dive. Shiobhan earned as Associates Degree in Paralegal Studies from Hillsborough Community College. She worked for approximately ten years as a paralegal for criminal attorneys in the Tampa Bay area prior to, and during law school. She then earned her undergraduate degree from St. Leo University receiving a B.A. degree in Criminal...

Kevin Sanderson serves your legal needs throughout all of West Central Florida, including Sarasota, Casey Key, Siesta Key, Longboat Key, Bradenton, North Port, Punta Gorda, Port Charlotte, Fort Myers, Arcadia, Englewood, and Naples.

Education
Kevin F. Sanderson is a graduate of Boston University (B.A., Psychology) and obtained his juris doctor from St. Thomas University School of Law in Miami, FL. He continued his education, obtaining his LL.M. (legal laureate masters) in international taxation and offshore finance, also at St. Thomas University School of Law. Kevin was born and raised in New Jersey.

Licenses
Mr. Sanderson is a member of the Florida Bar, a member...

Judy-Ann Smith, BSN, MS, JD My passion as an attorney is being able to help people. Resolving someone’s legal issues is the most rewarding aspect of the work I do. I am an empathetic and compassionate lawyer, willing to listen to my clients’ issues, to get a deeper understanding of what they would like to achieve and accomplish. Most importantly, I am an assertive advocate for all my clients and I will fight for what is fair and just according to the laws of the land. My practice areas range from family law to estate planning and probate. I have extensive success...

I am a business lawyer, real estate lawyer and immigration attorney. I represent clients in title and real estate matters who are purchasing, selling or refinancing a home or business; negotiating a lease on commercial or residential property and litigating issues that arise from real estate transactions. I provide day-to-day legal and business counseling to both established and successful companies, as well as startups. I offer my clients unparalleled transactional expertise from business formation and preparation of business contracts, to business financing, mergers and acquisitions. U.S. immigration laws are very complex and the factors to be...

The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people’s lives better and simpler. He counsels both individuals and families on diverse issues, like:
• Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies)
• Elder Law Planning
• Medicaid Planning
• Veterans Benefits
• Special Needs Planning

Barry also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. He has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton...

My name is Jose Ignacio Leon and I am the owner and managing partner of The Florida Estate Planning Law Firm. I started my firm after having worked with multiple firms that put getting paid ahead of getting the client what they needed. I wanted to create something different. I was born, raised, and educated here in Miami and that's part of the reason I find it so important to serve the community to the fullest extent possible. I completed my undergraduate studies at Florida International University and later obtained my law degree from the Florida International University College of...

Jason E. Havens is a Partner at Holland & Knight LLP, practicing in its Jacksonville (also serving Ponte Vedra Beach) and Tallahassee (also serving Destin, Santa Rosa Beach, and Rosemary Beach) locations. He specializes in complex estate and charitable gift planning (domestic and international), probate/trust administration, and probate/trust litigation for affluent individuals and families and on behalf of charitable organizations. He is admitted to practice law in Florida and Tennessee. Mr. Havens received his LL.M. in International Taxation from Regent University, his LL.M. in Estate Planning from the University of Miami, his J.D. from the University of...

Evelyn I. Suero is owner & principal attorney of Suero Law, PLLC, a law firm focusing on the legal needs of businesses & nonprofit organizations, global entrepreneurs & entertainment professionals. The firm helps clients to launch & protect their business, expand their business to Florida or internationally, register their trademarks & copyrights, and protect investments with wills & trusts / probate administration services. Evelyn is fluent in English and Spanish and earned her Juris Doctor law degree from the University of Pennsylvania Law School. In addition to her legal practice, she also proudly serves as a leader and...

I give families peace of mind by helping them create estate plans that make sure their family is protected upon their death of incapacity. I also help families in difficult times when their elder is no longer to safely stay home due to the aging or disease process by helping protect assets and apply for Medicaid and VA benefits.

I was fortunate to grow up in Pinellas County with my father being a well-known and respected attorney. With my father’s encouragement and my own passion for helping others, I knew that estate planning and elder law was the career path for...

Attorney Joy Owenby serves clients throughout Florida with aggressive and relentless representation for a wide-range of practice areas. While her knowledge and experience are extensive, Attorney Owenby particularly handles matters involving divorce, adoption, trusts / wills, probate, bankruptcy, criminal defense, child support, and family law. Over the course of the years, she has obtained much recognition and has become an accomplished lawyer with an Avvo Rating. Prior to the founding of Owenby Law, P.A., Attorney Owenby serves as legal counsel for Florida’s Guardian ad Litem Program. During this time, she explored the intricacies of family law which have allowed...

Katherine is a native of Jacksonville, Florida. She is the immediate Past-President of the Jacksonville Women Lawyers Association. She is a member of the Jacksonville Chapter, D.A.R.. She attended Riverside Presbyterian Day School and is a graduate of The Bolles School. She is happily married to Cameron Naugle, owner of Naugle Funeral Home and has two small children, Abigail and Logan, who are the light of her life. Katherine graduated with a Bachelor of Arts from Emory University in 1998. She then graduated with a Juris Doctorate from Stetson University College of Law in 2001, and an M.B.A. from...

Mantoni Legal offers an exceptionally dedicated personal approach to our clients and their cases. We provide the commitment you deserve, with a unique and in-depth understanding of the defenses and rights available to Landlords and Property Owners. Mantoni Legal will provide you efficient and reliable service, and take the time to give your case the personalized attention it deserves. Clients will receive unparalleled transparency through regular case updates and direct attorney contact to assure you that we are diligently handling your matter. With our modernized, better fee arrangements, to include flat fee evictions and multi-unit discounts, we will ease your...

Mr. Lampley is a Southwest Florida native. Prior to attending law school at Barry University, he attended Bishop Verot High School in Fort Myers. Prior to embarking on his legal career, Mr. Lampley worked as an athletic trainer. His training career included being the head trainer for multiple teams who earned births in the NCAA playoffs, as well as an assistant trainer for the Carolina Panthers of the NFL. Looking to change careers and move closer to his Lee County roots, he decided to attend law school at Barry University. While in law school he competed on...

Jennifer H. Copus originally hails from Arab, Alabama, but has called the Emerald Coast home since moving to Fort Walton Beach, Florida in 2000 upon graduating from law school. Jennifer began her legal career as a criminal defense attorney with the Office of the Public Defender in Shalimar, Florida and later worked as a prosecutor with the Office of the State Attorney in Okaloosa and Walton Counties.

Jennifer now focuses on serving clients in the areas of corporate and business litigation, commercial litigation, condominium law and litigation, real property litigation, landlord/tenant law, foreclosure litigation, employment law and personal injury....

The Law Office of Anne E. Raduns strives to provide their client's with aggressive yet sensitive representation in all your family law matters including: Divorce, Custody, Support, Paternity, and Post-Dissolution issues. The Law Office of Anne E Raduns exclusively focuses on Family Law. The office is not distracted with a criminal law docket or by other areas of law. Ms. Raduns one and only focus is Marital and Family Law. By concentrating exclusively on divorce and family law, Anne E. Raduns has gained a great deal of legal knowledge and experience to benefit her clients. She fully understands divorce law,...

Experience, Respect and Reputation in the community for over 19 years. Dedicated and Aggressive Trial Defense, Criminal Defense, Juvenile Law, Domestic Violence, Family Law/Divorce, Probate, Estate Planning and Guardianship cases. Member United States Court of Appeals for the Eleventh Circuit, July 17, 1998 Member United States Middle District of Florida, August 14, 1998 Member of Sarasota County Bar Association, 1998-2017 Founding Member and Board of Directors of the Collaborative Family Law Professionals of Sarasota/Manatee Graduated Nova Southeastern University, Juris Doctor, January 31, 1998 Associate Editor for Nova Southeastern University Journal of International & Comparative...

For the past four (4) decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, and Probate Avoidance. I have also represented Florida corporate entities, shareholders, LLC members, and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes. My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of individuals who need to...