Arcadia Estate Planning Lawyers

Serving Charlotte and Sarasota Counties since 1998.

Kristi grew up in the Midwest and graduated from Manchester University in 2010 with a degree in political science and peace studies. Before attending Whittier Law School, she moved to Florida and began working as a paralegal in a Brandon, Florida firm practicing in estate planning and probate. During law school, Kristi was an extern for the Honorable Scott C. Clarkson of the United States Bankruptcy Court, Central District of California. She also worked in the Law School’s Children’s Rights Clinic and represented the interests of parents and special needs students exposed to unique legal issues regarding the Individuals with...

Florida attorney Aaron J. Tracy founded Tracy Law, P.A., striving to provide quality legal services that are cost effective and practical to clients' needs. Legal Services are provided with individual care and attention to address each client's concerns. Tracy Law primarily concentrates in corporate law, not-for-profit law,business law, contractual law, estate planning, probate, and estate and trust administration. Additionally, Tracy Law addresses various other matters related to the core concentration, including potential tax-related matters.

Aaron J. Tracy, Esq., LL.M., Graduated from the University of South Florida in 1996 with a B.A. in accounting. After working for several years within the accounting...

The passion to practice law is #1 in my life! I enjoy the everyday opportunity to work with individuals, families and businesses; I help them to save time and trouble! Outside of work, I enjoy a number of activities and hobbies. For me, travel is paramount; I have been to all 50 US States, seven of seven continents and 117 countries! I enjoy photography (travel and landscape particularly), public speaking, non-fiction reading, creative writing and publishing articles, visiting art museums, jazz, gardening, hiking, kayaking, backgammon, attending performing arts and theatre productions, and dining on exotic cuisine. I have offices in Winter Haven and...

I grew up in a large NAVY family. My father flew out of Tampa's MacDill Air Force Base in the sixties and I fell in love with the Tampa Bay community. After law school I came back to Florida to pursue my legal career with a passion for helping out individuals and families. I really enjoy the waterfront lifestyle here (when I can find the time to do so). I have a strong and long serving staff that makes client communication a top priority. My greatest joy is to work alongside my clients to help...

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.

A Queens, New York native graduating from the State University of New York (SUNY) Albany in Political Science, History and a minor in Criminal Justice in 2010. Ms. Whitfield graduated Ave Maria School of Law, in Naples, FL in 2013 and became a member of the Florida Bar in 2015. She has established a practice in the Tampa Bay area where she lives and works. Having established several areas of practice including Estate Planning, Probate, Immigration, Criminal Defense, and Business Law matters. Her passion is to help those in her community through the court system with their legal issues and...

The overwhelming majority of my immigration law practice derives from repeat business and a very strong referral base of “happy customers” and a large supporting professional network. As such, it is important to me that my clients report back to me frequently with feedback. To me, there is no substitute for a happy referral by my clients and contacts to others who may need my services or advice. I welcome all referrals. While there is no substitute for a face-to-face meeting with me, in order for you to decide if I am the right lawyer for you,...

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...

Walt Shurden is a Florida Board Certifed Elder Law Attorney and a former Georgia CPA who used to audit nursing homes and hopitals for a Medicare contractor. Now he represents families who seek Medicaid and VA eligibility because they need help paying for the high cost of long term care. He devises estate plans and asset protection plans for his clients. He also serves as fiduciary, and represents other fiduciaries in probate and trust administration proceedings. All four staff members are experienced and have been with the firm for over 10 years.

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.

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...

Army Veteran and former Law Enforcement Officer, Sean decided to continue to serve his community by becoming an Attorney. Sean has a mission to protect the people and started Panther Law, P.A. to do just that. He offers legal help in Litigation, Estate Planning, Probate, Bankruptcy, and Special Needs Law.

We assist families avoid impoverishment from long term care and nursing home expense by qualifying their loved ones for Medicaid and VA benefits. We prepare Wills, Trusts and Durable Powers of Attorney and settle Estates and Trusts. We seek maximum recovery when loved ones are abused or neglected in a Nursing Home or ALF. Ted moved to Florida in 1960 from Michigan and began his firm in 1990. Over the 32 years that he has been in practice, Ted has helped many hundreds of families qualify for Medicaid and protect the assets that they have worked a lifetime to...

James R. Nici, Manager of Nici Law Firm, specializes in the areas of estate planning, administration and taxation. Mr. Nici has more than 25 years of experience, specializing in designing sophisticated estate plans for high net worth families and individuals, capitalizing on the tax advantages of declaring domicile in the state of Florida.

Mr. Nici, a “Top 100 Attorney” by Worth Magazine, is the sole developer of the unique process called The Strategic Estate Planning System®. The Strategic Estate Planning System® is designed to assist clients in the complex process of organizing highly detailed estate plans by simplifying client’s overall goals...

I have maintained a private law practice for 35 years in the areas of criminal defense, juvenile, dependency, bankruptcy, real estate, corporate, contracts, estate planning, and probate administration. I served the public sector as Assistant Prosecuting Attorney for Coumbus, Ohio; Assistant Prosecuting Attorney, Juvenile Division for Jefferson County, Ohio; Special Agent and Assistant Ohio Attorney General, Medicaid Fraud Division; and Service/Safety Director for Reynoldsburg, Ohio. I was also a registered lobbyist and in-house legal counsel for the Ohio Municipal League. I am focusing my practice now on estate planning, business, and probate administration.

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...

Attorney Matthew Goodwin and Goodwin Law, P.A. provides service solutions in the areas of Real Estate, Estate Planning, and Probate Administration. The firm handles a considerable number of real estate closings across Florida, providing title & escrow services, and assisting clients with establishing trusts and building a foundational estate plan, as well as assisting family after the death of a loved one by managing the probate administration process.

John Richert is a Managing Attorney at Richert Quarles, P.A. He received his Juris Doctor from Stetson University College of Law in Gulfport, Florida and a Master’s in Business Administration from Stetson University in Deland, Florida in May 2013. While at Stetson, John participated in Stetson’s pro bono program and was a member of the Phi Alpha Delta Law Fraternity. Before attending Stetson, John attended the College of William and Mary located in Williamsburg, Virginia and received a Bachelor’s Degree in Business Administration majoring in Finance. John was admitted to the Florida Bar in September 2013. John’s practice is focused...

David Pilcher is an attorney for the Central Florida law firm of Bogin, Munns & Munns. He specializes in Estate Planning, Probate & Trust Administration, Guardianship, Business Entity Formation, Business Law, Commercial Litigation, and Civil Litigation.

He is a native to Florida, born in Orlando and raised in Sanford. He attended Brigham Young University on a full academic scholarship, receiving his B.S degree in Computer Science.

He worked for large companies including IBM before deciding on a career in law. David Pilcher returned to Brigham Young University (once again on scholarship) to its J. Reuben Clark Law School...

I decided to become a lawyer in honor of my friend, Sgt. Jessie Davila, who was killed in action while we were deployed to Iraq. My initial focus in the law was to help other Veterans navigate the U.S. Department of Veterans Affairs disability system as a Veterans lawyer. However, I discovered that many of the Veterans I was helping obtain VA disability benefits also needed help with estate planning and elder law concerns. This realization led me back to law school, where I earned my Masters in Law (LL.M.) in Elder journey in the legal profession started with internships...

Thomas P. Gill, Jr. completed his J.D. from Stetson College of Law and has been practicing law since 1988. He began his legal career at various reputable law firms before opening his own practice in 1991. His goal is to provide a full-service law firm that focuses on providing clients with personal and compassionate services. Every phone call will be returned personally by Attorney Gill. He has extensive experience in many legal areas, including family law, bankruptcy, personal injury, foreclosure defense, wills & estate planning, probate, and criminal defense. Outside of the law, he is very active in community organizations....

Rachel Drude-Tomori is a named partner with the firm specializing in the areas of Estate Planning, Probate & Elder Law. She consistently has been named as a Super Lawyers Rising Star in Estate Planning by Super Lawyers Magazine, a distinction received by only 2.5% of attorneys in Florida. Among numerous honors, Rachel has served as Chair for the Probate Section for the St. Petersburg Bar Association and was awarded the 2019 Rockin’ Chair award for her leadership and fundraising achievements. Recently, she was appointed to the Executive Committee for the St. Petersburg Bar Association.

Rachel frequently assists individuals and business owners...

I began my legal career in 1986 when I was in High School. I started as a receptionist and worked my way to becoming a legal secretary in a busy New York law firm. In 1990, I relocated back to Florida, working full time as a paralegal in Brevard County. I have personally worked on hundreds if not thousands of cases and even assisted in the courtroom during trials. But that wasn't enough--my passion for helping people became so overwhelming that I became an attorney. I obtained my undergraduate degrees with top honors and summa cum laude, and graduated...

I am a Florida Bar certified and nationally certified elder law attorney and the founder of The Karp Law Firm, with three Florida offices in Palm Beach Gardens, Boynton Beach and Port St. Lucie. My mission is to allay clients' fears and give them peace of mind with effective planning. No one can know the future, but we can prepare for whatever the future holds.

I can help with these issues:
Obtain Medicaid and/or V.A. benefits for clients facing the exorbitant cost of long-term nursing home care. Assets can often be preserved even if a loved one is already...