Fort Ogden 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...

I represent beneficiaries and personal representatives of probate estates throughout Pinellas County, Florida, including areas such as St. Petersburg, Clearwater, Largo, Pinellas Park, and the beaches. I have received the highest lawyer ratings on platforms like Justia, Super Lawyers, Martindale, and Avvo. I serve as an Adjunct Professor of Law at Stetson University College of Law. Throughout my career, I have written nationally-published books and articles for lawyers on topics such as real estate, wills, trusts, and probate law. I have also been a member of the Florida Bar Probate Rules Committee and have chaired the St. Petersburg Bar Association Probate Law Section. I...

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...

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.

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...

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.

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...

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...

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...

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...

Attorney Aaron W. Saoud is the owner of the AWS Law Firm, which practices Probate, Estate Planning, Guardianships, and other related areas of law in Florida. The AWS Law Firm is based out of Tampa, Florida, and serves the majority of the state, from Jacksonville down to Miami, including Orlando, St. Petersburg, and Sarasota. The AWS Law Firm currently is comprised of eight upstanding professionals: four lawyers and four support staff to assist them. Attorney Saoud is a graduate of the University of Michigan and the Stetson College of Law, and is licensed to practice law in Florida, Michigan, and Illinois...

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...

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 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,...

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...

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...

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.