Indian Harbour Beach Elder Law Lawyers

Attorney Kristen M. Jackson is the founding partner at Jackson Montoya Law Firm. She received her Bachelor of Arts degree from The Art Institute of Fort Lauderdale in 1974, and then another from the University of South Florida in 1981. Ms. Jackson then earned a Juris Doctorate from Stetson University in 1983, and an LLM in Taxation from Washington School of Law in 1983. Attorney Jackson established Jackson Montoya Law firm in 1996, after working for various other firms for 12 years. At the firm, Ms. Jackson focuses her practice on estate planning, probate and trust administration, elder law, business...

MICHAEL J. BONAN is an associate attorney with Kitroser & Associates, joining the firm in July 2021. Michael is a Treasure Coast native who returned to his hometown after attending the University of Miami for both his undergraduate and law degrees. Previously, Michael worked for a local law firm specializing in homeowners and condominium association law. There, he also gained experience in foreclosure prosecution and defense, restrictive covenant enforcement actions, and commercial transaction and litigation matters. Michael also worked for a not-for-profit organization, Safespace, as an injunction for protection attorney dedicated to protecting survivors of domestic violence. Most recently, he served...

Beginning with his practice focused on real estate, commercial litigation, banking, and international law, Attorney Brian N. Mark expanded his practice to business and personal injury law as well. Attorney Mark is dedicated to serving his clients with upfront and honest representation and takes the time to guide his clients through every step of the case, detail by detail. Due to his passion for law, he has received bar admission from Florida, the U.S. Districts Court Southern District of Florida, and the U.S. District Court Middle District of Florida. Prior to his career as an attorney, Attorney Mark attended...

Attorney Heather Barry grew up in Napa Valley, California as the youngest of three children. She pursued a variety of interests including Girl Scouts, dance, music, baseball and gymnastics. In high school Ms. Barry participated in Air Force ROTC, campus leadership and had the privilege to serve as a prosecutor in her government class mock trial where she first got her first exposure to law. Ms. Barry moved to Orlando, Florida in 2004 for college where she majored in Entertainment Business at Full Sail University and minored in Recording Arts. During her degree program Ms. Barry took several law...

Attorney Patrick L. Smith was born in Lakeland, Florida. He graduated from Lake Region High School and went on to receive degrees in Political Science and Economics from Stetson University. He received his J.D. from the University of North Carolina School of Law. Prior to coming to Pippen & Associates, Patrick Smith worked at the Walt Disney World East coast tax department from 2002-2003. Patrick Smith is currently an attorney practicing in the fields of estate planning, corporations, and charitable giving. In addition to his current position as a partner at Pippen & Associates, he serves on the...

Daniel Wehking is a native Floridian. He grew up in Miami, Florida where he attended Marine and Science Technology Academy, a prestigious marine science themed public magnet school near Key Biscayne. Before earning his bachelors degree, Daniel worked taking care of dolphins at the Miami Seaquarium and monkeys at the Monkey Jungle. Daniel earned his Bachelor of Science from Florida State University in Tallahassee, FL. He went on to earn his Juris Doctorate from Rutgers University School of Law in Camden, New Jersey. While at Rutgers, Daniel was the recipient of a Dean Merit Scholarship. Upon his return to Florida, Daniel worked...

Caleb was born in Lakeland, Florida, and raised in Frostproof, Florida. After graduating high school in 2001, Caleb spent the next four years in Gainesville, Florida, and obtained his Bachelor of Arts degree in Business, with honors, in 2005 from the University of Florida, and obtained his Juris Doctor degree from Barry University College of Law in May of 2009. After taking the July 2009 Florida Bar Exam, Caleb was admitted to the Florida Bar in 2009, and is a member of the Real Property, Probate and Trust Law and the Tax Law sections as well as the Young...

Shea Fugate is the founder and principal attorney at the Law Offices of Shea A. Fugate, P.A., located in Maitland and Orlando. Ms. Fugate concentrates her practice in the areas of disability law and elder law, helping the elderly and disabled in Florida plan for and receive appropriate care and benefits without depleting their vital financial resources.

Prior to becoming an attorney, Ms. Fugate worked for a disability law firm for seven years, serving as a social security disability (SSD) case manager and even writing appeals for the firm. This same firm later hired Ms. Fugate as an attorney, where she...

Ryan Saboff was born in Orlando, Florida and is a lifelong resident of Central Florida. He attended the Park Maitland School and Trinity Preparatory School. He graduated from Florida State University with a bachelor’s degrees in both finance and real estate. Ryan then worked for five years with Farmer’s Insurance Exchange as a Senior Liability Representative for both standard and non-standard insurance companies resolving complex bodily injury claims. He then graduated from Florida Agricultural and Mechanical University College of Law in Orlando, Florida where he served as a supervising editor of law review. While in law school, Ryan worked in the legal departments...

Anamaria Taitt earned her undergraduate degree from the University of Central Florida and her law degree from Florida Agricultural & Mechanical University. She lives in Central Florida and serves clients from throughout the Orlando area and the state of Florida.

She decided to specialize in Estate Planning and Family Law because it was an area of practice where she could help families across a wide range of legal needs.

“I saw a substantial need for these services in the Central Florida area,” Ana says. “Florida is already one of the most highly populated states in the nation, and because we’re growing so...

I've been in practice for more than 33 years. My areas of practice are Divorce, Paternity, Child-Custody, Guardianship, and I am also a Supreme Court State Certified Family Law Mediator.

Whether you're handling a loved one's estate, or planning your own - we're here to help. We take pride in our caring, comprehensive, and cost-effective approach. Thousands of clients proudly served right here in Southwest Florida.

Attorney Greg Nussbickel has been practicing Trust and Estate law for the better part of twenty (20) years. His legal experience spans large firm, public interest, and higher education.

Before graduating cum laude from F.S.U. Law, Greg externed at The Florida Supreme Court. He later obtained a Master of Laws degree from U.M. Greg contributes to legal education platforms, and has been featured...

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...

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...

Jason Neufeld is the founder of Elder Needs Law, PLLC, and is proud to represent senior citizens and younger disabled adults in various matters including Medicaid Planning, Estate Planning, Incapacity Planning and Probates throughout Florida. Since 2012, Jason has been honored as a "Super Lawyer" by Super Lawyer's magazine and a "Legal Elite" from Florida Trends magazine. Jason earned his Bachelors of Arts degree from Emory University and obtained his Juris Doctorate and Masters of Business Administration (JD / MBA) degrees from the University of Miami. Jason is on the Board of Directors of the Academy of Florida Elder...

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...