Hendry County Estate Planning Lawyers

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...

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...

Meet James W. Martin, a seasoned attorney with years of experience in Florida real estate and probate law. He’s a Florida Bar Board Certified Real Estate Lawyer and has served on The Florida Bar Probate Rules Committee and chaired the St. Petersburg Bar Association Real Estate and Probate Law Sections. His expertise has been recognized through publications in law journals and books for esteemed organizations like the American Law Institute (ALI), American Bar Association (ABA), The Florida Bar Journal, and West Publishing. James W. Martin holds the highest ratings on Martindale, Super Lawyers, Avvo, Lawyers.com, and Justia. He’s eager to share...

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....

For as long as I can remember, I’ve been drawn to the idea of creating lasting legacies. There’s something profoundly meaningful in knowing that what you’ve built—your business, your portfolio, your family’s security—can endure and flourish for generations to come. Growing up, I saw firsthand the anxiety and uncertainty that can accompany the transfer of wealth. My family faced difficult decisions when it came to ensuring that what they’d worked so hard to achieve would be protected, preserved, and passed on to those they loved most. Through those experiences, I realized that skilled guidance, delivered with genuine care, makes all...

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...

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...

Jason E. Havens is a Partner at Holland & Knight LLP, practicing in its Jacksonville (also serving Ponte Vedra Beach) and Tallahassee (also serving Destin, Santa Rosa Beach, and Rosemary Beach) locations. He specializes in complex estate and charitable gift planning (domestic and international), probate/trust administration, and probate/trust litigation for affluent individuals and families and on behalf of charitable organizations. He is admitted to practice law in Florida and Tennessee. Mr. Havens received his LL.M. in International Taxation from Regent University, his LL.M. in Estate Planning from the University of Miami, his J.D. from the University of...