Boca Grande Estate Planning Lawyers

I handle Probate and Estate Administration Statewide in Florida. Locally, in the Port Charlotte, Punta Gorda, North Port, Englewood, and Deep Creek areas, I handle Estate Planning, Wills, Trusts, and Deeds Florida Probate My fees are set by the complexity of the case, amount of assets, number of assets, and number of beneficiaries. My average flat fee is $2500 + Costs, however I have charged as little as $900 for a simple Summary Administration, with one low cost asset, and up to $10,000 for a complex Formal Administration, multiple assets with multiple beneficiaries throughout the country. Call me for a no cost...

With over 20 years of general practice experience, Mr. Alderuccio has the knowledge and intuition to approach your legal matter in a practical and efficient way. An attorney with the experience that counts and the compassion to understand that his client's deserve courteous and competent legal representation at all times.

Kevin Carmichael MS JD LLM CPA, is a Tax Partner with the Naples office of the Wood Buckel and Carmichael, PLLC. He is admitted to practice before the US District Court for the Middle and Southern Districts of Florida, the US Claims Court and the US Tax Court. Mr. Carmichael is a Certified Public Accountant and a member of the Florida Institute of Certified Public Accountants. His practice focuses primarily on matters concerning business entity law, federal and state taxation, international tax, tax controversy, tax exempt organizations. He worked as a CPA for Ernst and Young in Miami before...

Andrew J Thompson was licensed to practice in Indiana in 1990. He had previously passed the Uniform Certified Public Accounting examination in 1985, while working for KPMG Peat Marwick as a Tax Specialist. Mr. Thompson is an entrepreneur, long time estate planner, former trust officer, business owner, and experienced general practice attorney. The Thompson Law Office provides service to families and businesses with the goal of helping them achieve the best results in line with their goals. The practice is founded on a collaborative approach where the client always makes the decisions. Areas of practice...

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...

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...

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...

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...

John M. Hemenway is a founding partner of Bivins & Hemenway, P.A. John serves as a trusted legal advisor to business owners, real estate investors, and families seeking to preserve and pass down their wealth and values. His practice focuses on estate planning and probate, small and closely held businesses, and real estate, combining experience in each of these areas to provide a comprehensive approach to transactions and planning.

John earned his law degree, cum laude, from the University of Florida. John regularly presents at legal education seminars on both probate and estate planning topics, and is published on estate planning...

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...

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...

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.

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...

Attorney L. Reed Bloodworth, Founder and CEO of Bloodworth Law, PLLC, is a Florida U.S. News & World Report Best Lawyer® in Commercial Litigation Award 2019-22; in Trusts & Estates Litigation 2022; and in Real Estate Litigation 2022. Bloodworth Law is a U.S. News & World Report "Best Law Firm" 2020-22 and has established itself with an office in Orlando and one in Winter Haven. Reed, a 2019-22 Super Lawyer, was named a Florida Trend’s Magazine Florida Legal Elite™ in Civil, Commercial Litigation 2017-19, 2021, a group of less than 1.3% of Florida's attorneys. Reed has been an attorney since 2004...

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...

Anne grew up in Manatee County, Florida and has always served those in her community. She has witnessed the devastation caused by failure of families to plan for long term care, disabilities and end of life. Her goal is to make these life challenges easier to negotiate for the Senior as well as for the Senior’s family. Having practiced law here since 1977, she practices Elder Law which includes probate and estates, estate planning, guardianships, wills, trusts, durable powers of attorney, advance directives, Medicaid planning and Special Needs Trusts. In addition to her professional associations, Anne...

De Paz Law offers a free 30-minute consultation to discuss your legal needs for estate planning, guardianship, estate administration and probate issues. We offer flexible payment plans and a flat-fee structure for some probate cases. Our clients stay connected throughout their case and are able to view the progress of their legal issue, including hearings, any time of day through a secure client portal. Our attorneys have a well-respected reputation for our personalized and attentive client service. Our founding attorney, Daniel de Paz, has been recognized for his commitment to clients and his knowledge of the law by his peers. He...

Lori Vella has been an attorney for over 20 years. She practices Estate Planning (Wills, Trusts, Advanced Directives), Probate, and Guardianships. She also does business succession planning (to make sure your business passes on correctly). She is the creator of the #GetMyGuardian Guide, a unique set of both legal and practical documents, that she created/compiled. She also authored The Live-On Project, a short book about writing letters to your children so that your spirit continues to live on in their lives, no matter what. She is originally from Rochester, NY. She graduated from Albany Law School in 2000 (25th in...

An Experienced and Aggressive Legal Advocate Providing Attentive and Caring Client Service Along Florida's Gulf Coast Lawyer Craig A. Epifanio began his practice of law solely defending those accused of a crime. He gained considerable experience aggressively pursuing justice for those accused of all levels of crime, to the point that in 2005 he was elected as President of the Pinellas Association of Criminal Defense Lawyers (PACDL) for that year. He now uses his natural ability to listen and empathize in order to gain a clear picture of the events leading up to a client's arrest, assess each individual legal issue...

Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Services ( wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, guardianships, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, succession planning, and general business law, counseling, and advice. Bachelor of Science Degree in Finance from the University of Illinois ( Champaign -Urbana ), and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois

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.