Lady Lake Estate Planning Lawyers

At Morris Law, P.A., we offer free initial consultations on most areas of law including Bankruptcy, Foreclosure Defense, Family Law, & Estate Planning/Probate. We can usually get you in for a consultation within 48 hours and offer evening and Saturday appointments. We look forward to helping you with your legal needs.

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...

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...

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 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...

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...

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...

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...

The firm works with Asset Protection, Estate Planning, Wills, & Trusts, Probate, Elder Law, Guardianship, Gun Trust, NFA Firearms, NFA Trust, Gun rights, Probate, Probate Litigation, Trusts, and Trust Litigation. Licensed in Texas and Florida

I was born and raised in Jacksonville, Florida, where I continue to live and work. My journey in law began after completing my education at Riverside Presbyterian Day School and The Bolles School. I pursued higher education at Emory University, where I obtained a Bachelor of Arts in 1998. I furthered my studies at Stetson University, earning both a Juris Doctorate and an M.B.A. in 2001 from the College of Law and School of Business Administration, respectively. I am married to Cameron Naugle, who runs Naugle Funeral Home, and we are blessed with two children, Abigail and Logan. My family is...

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...

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...

Judy-Ann Smith, BSN, MS, JD My passion as an attorney is being able to help people. Resolving someone’s legal issues is the most rewarding aspect of the work I do. I am an empathetic and compassionate lawyer, willing to listen to my clients’ issues, to get a deeper understanding of what they would like to achieve and accomplish. Most importantly, I am an assertive advocate for all my clients and I will fight for what is fair and just according to the laws of the land. My practice areas range from family law to estate planning and probate. I have extensive success...

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...