Key West Estate Planning Lawyers

We have represented clients from over 45 states and 20 foreign countries. While the diversity of our work mirrors the diversity of our clients, our primary areas of practice are civil litigation, real estate and title services, and estate planning and probate. We commonly work with other firms both to represent their clients in local matters and to obtain additional counsel in matters beyond our areas of practice.

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...

Kevin Sanderson serves your legal needs throughout all of West Central Florida, including Sarasota, Casey Key, Siesta Key, Longboat Key, Bradenton, North Port, Punta Gorda, Port Charlotte, Fort Myers, Arcadia, Englewood, and Naples.

Education
Kevin F. Sanderson is a graduate of Boston University (B.A., Psychology) and obtained his juris doctor from St. Thomas University School of Law in Miami, FL. He continued his education, obtaining his LL.M. (legal laureate masters) in international taxation and offshore finance, also at St. Thomas University School of Law. Kevin was born and raised in New Jersey.

Licenses
Mr. Sanderson is a member of the Florida Bar, a member...

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...

Client's love Attorney Romaine Brown, because she is warm, listens, cares, and is aggressive when needed to and she gives tremendous effort to each case. Attorney Brown will personally talk to you about the needs and wishes of your case and comes up with the best strategy to win your case. She handles a variety of cases which has given her unique experiences when resolving cases. Clients are often concerned about trusting their attorney with their cases, and because she has years of experience and a background of representing clients in a variety of cases, she understands how clearly defining...

My name is Justin Stivers, and I am an experienced Estate Planning and Probate attorney practicing in the states of Florida and Tennessee. Most of my clients hire me for one of the following reasons: 1) they want to create an estate plan which includes a Trust, a Last Will and Testament, a Durable Power of Attorney, a Living Will, and a Designation of Health Care Surrogate; 2) many of my clients have outdated estate plans and need to update them or are moving to Florida from another state and need to create a new plan; or 3) a...

My name is Jose Ignacio Leon and I am the owner and managing partner of The Florida Estate Planning Law Firm. I started my firm after having worked with multiple firms that put getting paid ahead of getting the client what they needed. I wanted to create something different. I was born, raised, and educated here in Miami and that's part of the reason I find it so important to serve the community to the fullest extent possible. I completed my undergraduate studies at Florida International University and later obtained my law degree from the Florida International University College of...

Mr. McCaughan is the founder of Mac Law PLLC, a law firm dedicated to serving individuals and businesses in all aspects of real property law. After graduating magna cum laude from the University of Miami School of Law, Mr. McCaughan practiced at a well-regarded litigation firm in Fort Lauderdale, Florida, before deciding to start Mac Law PLLC. He is a title insurance and settlement agent of Old Republic National Title Insurance Company, and currently serves as “of Counsel” for a prominent South Florida real estate law firm. Mr. McCaughan is a native of Miami, Florida, and is active in...

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...

Dawn Richards Law provides our clients with superior services in the areas of probate, estate planning, business, and contracting. Located in Jupiter, FL we are convenient to clients from Boynton Beach to Stuart. We accommodate our clients by scheduling document signings in home or at an inpatient facility, when necessary. Our team consists of one attorney, 2 paralegals and one legal assistant - big enough to get the job done but small enough to remember your name and provide you with personalized services. Dawn Richards has been practicing law since 2008 when she opened...

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.

Lissette Crescimone, Esq. practices in the areas of corporate law and trust and estates. She is a graduate of Emory University in Atlanta, Georgia. Initially in pursuit of a career in diplomacy, she secured a Bachelor of Arts degree in International Studies and French, with a concentration on the European Union. She later obtained her Juris Doctorate degree from Nova Southeastern University's Shepard Broad Law Center. In the most recent years Ms. Crescimone splits her time and practice between Colorado and South Florida. Ms. Crescimone supports companies in the Education and EdTech space, providing practical solutions in general business law and...

WITH MORE THAN 25 YEARS OF AWARD-WINNING FAMILY LAW/DIVORCE ATTORNEY EXPERIENCE, Ms. Tracht offers a complete “full-service”, tri-lingual (English/Spanish/French) family law firm you can count on for guidance. She is a Certified Supreme Court Mediator, has over 25 years’ experience within the Guardian Ad Litem program, and is well-established as an advocate for children and when necessary, the practice of Collaborative Law. Depending on case need, other available resources may include a variety of highly trained experts, ie: Forensic Accountants, Business Valuators, Real Estate Professionals, Forensic Computer Technicians, Psychologists & Therapists. Read more than 25 client review/testimonials on our...

Monica Balyasny is a licensed attorney in the States of Florida and New York. She is fluent in both English and Russian.

Mrs. Balyasny graduated from John Jay College with a Bachelors in Science in Criminal Justice in 2012. After graduation, she moved to South Florida to attend Nova Southeastern University, Shepard Broad College of Law, where she obtained her Juris Doctor in 2018. While in law school, Mrs. Balyasny received her concentration in Health Law while actively participating in extracurricular activities at Nova. She was a representative for the Jewish Law Society Association and a member of the “Pulse” Health...

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 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...

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...

You might find it helpful when selecting a lawyer to know a bit about them. You probably know all lawyers have to graduate from law school, but beyond the basics, who are they? As for me, you should know that I'm married to my wife Joan, and I have five children. They are all hard working, and each had their turn cleaning my Orlando office growing up. They are and will remain the most important part of my life. They are the lights of my life.

I met my wife Joan at a Methodist church picnic. We were married in...

Mantoni Legal offers an exceptionally dedicated personal approach to our clients and their cases. We provide the commitment you deserve, with a unique and in-depth understanding of the defenses and rights available to Landlords and Property Owners. Mantoni Legal will provide you efficient and reliable service, and take the time to give your case the personalized attention it deserves. Clients will receive unparalleled transparency through regular case updates and direct attorney contact to assure you that we are diligently handling your matter. With our modernized, better fee arrangements, to include flat fee evictions and multi-unit discounts, we will ease your...

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...

Attorney McCabe G. Harrison is a knowledgeable and compassionate Estate Planning and Probate attorney with a special understanding of the financial and tax side of your final affairs. With an advanced degree (L.L.M.) in taxation, and deep connections to Florida, McCabe balances love and logic in helping his clients create and execute their estate plans. Attorney Harrison is part of a closely connected family, so he knows how important it is for you to protect your loved ones after something happens to you. He works closely with each of his clients to identify their families’ financial, emotional, and health needs, and...

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...

Property Tax Appeals is our forte. With over 26 years of experience in appealing property taxes, the Law Office of Seth D. Lubin can assist you with your high-end residential or commercial property tax needs. We also handle other aspects of Real Property Law (property tax appeals, sales, purchases, leases, zoning, homeowners/condo association law); Corporate Transactional and Litigation (Planning, organizing and forming new ventures, contracts, agreements, licensing, corporate governance); Intellectual Property (trademarks and patents, trade secret protection, non-disclosure agreements, non-compete agreements, unfair trade practices); Estate Planning (Wills, trusts, DNR, durable power of attorney, living will, etc.); Licensing and Technology (License...

Joe Gufford has been a member of The Florida Bar since 1991. The Gufford Law Firm commitment is to provide exceptional client services that remain focused on results. We bring together attorneys and staff with decades experience. At The Gufford Law Firm, we believe that both our attorneys and our staff must be knowledgeable about the specific areas of law that we practice in. That is why we ensure that each of our attorneys and staff members are constantly taking Continuing Legal Education courses so that we are up to date on the latest developments in the law. Joseph Gufford...

Attorney John Morey is a native of Tampa, Florida. After moving to New York he attended the State University of New York College at Brockport where he earned a Bachelor of Sciences in Psychology. Mr. Morey earned his Juris Doctorate from the Barry University Dwayne O. Andreas School of Law where he graduated in the top 25% percentile of his class.



Mr. Morey has been dedicated to being a zealous advocate for his clients since the first time he stepped into a courtroom as a certified legal intern for the Seminole County Legal Aid Society, Inc. The experience he gained...

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....

As a trusted attorney and business advisor, I have helped clients with their business transactions, litigation, banking, corporate law, and real estate needs since 2009. Today, I am a Partner with Conger & Smith, Attorneys at Law, where our practice focuses on agriculture, estate planning and probate, real estate, civil litigation, municipal law, business law, bankruptcy, and appellate practice services. I’m also the President of Owen Title Company, a Tallahassee-based title agency that is prepared to handle all of your title and settlement needs in North Florida.

I am a business lawyer, real estate lawyer and immigration attorney. I represent clients in title and real estate matters who are purchasing, selling or refinancing a home or business; negotiating a lease on commercial or residential property and litigating issues that arise from real estate transactions. I provide day-to-day legal and business counseling to both established and successful companies, as well as startups. I offer my clients unparalleled transactional expertise from business formation and preparation of business contracts, to business financing, mergers and acquisitions. U.S. immigration laws are very complex and the factors to be...

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...

EDUCATION: -Bachelor of Arts (summa cum laude) with majors in French and Mathematics; University of Miami. -Juris Doctor (Law), University of Florida -Master of Laws (Tax), University of Florida WORK EXPERIENCE: -Magda Abdo-Gomez, lawyer -TAX LAWYER: As a former IRS attorney with over 33 years of experience providing legal help to taxpayers before the IRS I focus on providing all manner of tax relief including: -IRS payment plan -Tax lien matters -Levies and wage garnishment -IRS audits -Tax Court litigation -BANKRUPTCY LAWYER: With over 30 years of experience and as a professor of bankruptcy,...

I am your New York-Florida connection, with offices on Long Island and in Fort Lauderdale. I practice: Estate planning for New Yorkers and Floridians, especially for those contemplating changing domiciles; administration of estates in both states, especially ancillary administrations for decedents with properties in both or either state; real estate transactions in both states, especially New Yorkers buying or selling in Florida. I also practice in the areas of litigation and small business law. I have more than 25 years' experience practicing law in Florida, and eight in New York. My office provides caring service with an...

A native of Ormond Beach, Mr. Shapiro is a proud graduate of Seabreeze High School. Mr. Shapiro received his Juris Doctor, cum laude, from Florida International University where he finished ranked in the top ten in his class. As a law student, he was an associate member of his school’s law review and had the honor of having his comment selected for publication. He also served as a teaching assistant for his law school’s legal research and writing program; was an intern at the Fifth District Court of Appeal; and was the recipient of book awards in Legal Research and...

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, bankruptcy, 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...

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.

RISE UP LEGAL | Cain & Cain Wills & Trusts | Probate & Trust Administration | Business & Bankruptcy We help families with their estate planning, from basic Wills & Trusts to complex Private Family Foundations. Execute or update your Revocable Living Trust, Last Will & Testament, Durable Power of Attorney, HIPAA waiver, and nominate a Healthcare Surrogate. We also handle Florida Probate and Trust Administration matters. We generally represent Successor Trustees or Personal Representatives in this regard, helping them through the process of tracking, managing, and distributing estate assets. Finally, our firm offers business planning and asset protection. ...

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...

Experience, Respect and Reputation in the community for over 19 years. Dedicated and Aggressive Trial Defense, Criminal Defense, Juvenile Law, Domestic Violence, Family Law/Divorce, Probate, Estate Planning and Guardianship cases. Member United States Court of Appeals for the Eleventh Circuit, July 17, 1998 Member United States Middle District of Florida, August 14, 1998 Member of Sarasota County Bar Association, 1998-2017 Founding Member and Board of Directors of the Collaborative Family Law Professionals of Sarasota/Manatee Graduated Nova Southeastern University, Juris Doctor, January 31, 1998 Associate Editor for Nova Southeastern University Journal of International & Comparative...