Indian Rocks 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...

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...

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...

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...

Many people ask me why I wanted to be an Attorney. It is a simple answer - It is what I always wanted to do. Everyone deserves a voice in a matter. That voice should be compassionate and realistic. That voice should explain to you what is going on in plain English. I went back to school later in life. I graduated with Honors, but the most important part of my journey was being a research assistant. Part of my job was to keep the first year students on track to succeed in Law School. I...

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...

Serving Belleview, Summerfield, Lady Lake, Oxford and The Villages since 1997. Handling estate planning including Wills, Trusts, Living Wills, Powers of Attorney and Health Care Proxies. Handling Probate matters including Will Contests.

Christopher Sean Mulligan is a Florida native and third generation Florida attorney. Born in Inverness, Florida, Mr. Mulligan graduated with honors and a Bachelor in Science from Florida State University, majoring in Political Science and Criminology/Criminal Justice and then obtained his Juris Doctorate in 2006 from the George Washington University Law School in Washington, D.C. While in Washington, Mr. Mulligan worked for a variety of nonprofit organizations in the areas of domestic violence, criminal justice reform, education policy, and campaign finance reform. Mr. Mulligan has been quoted or published in the New York Times, The Washington Post,...

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.

Chase earned his J.D. and M.B.A. degrees at Stetson University College of Law in 2021, where he graduated Valedictorian of his class, with Magna Cum Laude honors. Chase also earned his Business Law Concentration and was a Senior Associate of Stetson Law Review. While in law school Chase earned a 4.0 high grade distinction in the following courses: Property Law, Business Entities, Federal Income Taxation I, Administrative Law, Sales and Leases, and Products Liability. During law school, Chase was a Judicial Intern to the Honorable Edward C. LaRose of the Florida Second District Court of Appeal and clerked with Fisher...

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...

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...

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...

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...

Matt created Gruber Law to be a different kind of Estate Planning & Probate firm - we are accessible, clear and committed to achieving long term relationships and outstanding, affordable results. We're ready to help. Matthew A. Gruber, Esq., founder of Gruber Law, PLLC in Miami, Florida, has dedicated his legal practice to helping individuals and families protect and plan their estates for over 10 years. He is licensed to practice law in Florida and holds a Juris doctorate from Florida International University and a Bachelor’s in Business Administration degree from the University of Miami. Matt began his legal career in...

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...

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...

Aubrey Harry Ducker Jr. is a who has had years of accomplishments in the legal field. He has taken an interest in elder law after caring for his own grandmother and parents-in-law. Mr. Ducker has the first-hand experience in dealing with the stresses and anxieties that accompany deciding how to live the rest of one’s “golden years”. Attorney Aubrey Harry Ducker Jr. knows that adult children have to deal with this rite of passage. This involves specific stresses when making decisions for a parent or parents incapacitated by serious illnesses.

As a Family Law Attorney, Aubrey Harry Ducker Jr. takes...

I was born and raised in Jacksonville, Florida, where I continue to live and work. My journey in law began after completing my education at Riverside Presbyterian Day School and The Bolles School. I pursued higher education at Emory University, where I obtained a Bachelor of Arts in 1998. I furthered my studies at Stetson University, earning both a Juris Doctorate and an M.B.A. in 2001 from the College of Law and School of Business Administration, respectively. I am married to Cameron Naugle, who runs Naugle Funeral Home, and we are blessed with two children, Abigail and Logan. My family is...

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...

Peggy is a founding partner of The Law Offices of Hoyt & Bryan, a family wealth and legacy planning law firm specializing in wills, trusts and estates and elder law. She is a three-time Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993. Her passion is her pets - all of them - including 4 horses, 6 dogs and 2 cats! She enjoys long distance trail riding on Heaven and Vogue. Peggy practices in the areas of family wealth and legacy counselling, including trust and estate planning...

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

“As an Assistant State Attorney, I spent years in the courtroom prosecuting those who took financial advantage of senior citizens. While it was incredibly rewarding to see justice served, I always wished I could have done something to help prevent the exploitation in the first place. Now, as an elder law attorney, I help my clients strategize and plan the best way to protect their assets from theft and fraud."

Kathryn N. Lewis earned her bachelor’s degree in 2004 from the Harriet L. Wilkes Honors College of Florida Atlantic University and her juris doctorate, cum laude, from Stetson University...

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, 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 her...

Markus A. Sermons, Esquire is a litigation attorney focusing in the areas of Probate, Guardianships, Divorce, and other Family Law issues, along with Trust Litigation, and general Civil Litigation. Prior to starting Sermons Law, PLLC, he spent several years in the Office of the Public Defender litigating criminal matters in the Juvenile and Felony divisions, but began his law career with the Office of the State Attorney as a Legal Trainee. With countless hearings and many jury and bench trials to his credit, Mr. Sermons has extensive courtroom experience.

Additionally, Mr. Sermons has also worked with...

In 2016, Carla Trinca-Conley joined Berg Bryant Elder Law Group, PLLC, where she specializes in assisting elderly individuals and their families. Carla is passionate about getting to know each client's unique story and tailoring her legal services to their needs. She is a Board-Certified Elder Law attorney by the Florida Bar. At Berg Bryant, Carla is the lead attorney for guardianship cases, including guardianships over incapacitated adults, guardian advocacy proceedings for developmentally disabled individuals over 18, and guardianship proceedings for minors with funds from personal injury actions or inheritance. Carla is committed to helping her clients navigate the requirements of...

Anwar E. Hadeed was born and raised on the beautiful twin islands of Antigua and Barbuda in the Caribbean. The son of Syrian immigrants who moved to the islands in the 1980s, Anwar’s upbringing was shaped by the rich cultural traditions of the Caribbean and the Middle East. At 17, he moved to the United States to pursue higher education, driven by a passion for understanding human behavior and society. Anwar graduated summa cum laude from Moravian University in Pennsylvania, earning double majors in Psychology and Sociology. As an undergraduate, he excelled in leadership roles, including President of the Psychology Club,...