Okaloosa County Estate Planning Lawyers

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.

Jason Neufeld is the founder of Elder Needs Law, PLLC, and is proud to represent senior citizens and younger disabled adults in various matters including Medicaid Planning, Estate Planning, Incapacity Planning and Probates throughout Florida. Since 2012, Jason has been honored as a "Super Lawyer" by Super Lawyer's magazine and a "Legal Elite" from Florida Trends magazine. Jason earned his Bachelors of Arts degree from Emory University and obtained his Juris Doctorate and Masters of Business Administration (JD / MBA) degrees from the University of Miami. Jason is on the Board of Directors of the Academy of Florida Elder...

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 dedicated IRS Tax defense attorney Mary has been helping clients get tax debt relief by negotiating currently non-collectible status, offers in compromise, installment agreements, innocent spouse relief, audits, removing levies, releasing liens, and negotiating penalty abatement. Mary's career as a IRS tax attorney began in 1993 after graduating from Stetson University College of Law. She graduated from the University of Florida with a Bachelor of Science in Business Administration Degree in 1988 and a Master of Business Administration Degree in Finance from Wake Forest University, Babcock Graduate School of Management in 1990. Her career in tax law...

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...

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...

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...

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...

The Law Office of Anne E. Raduns strives to provide their client's with aggressive yet sensitive representation in all your family law matters including: Divorce, Custody, Support, Paternity, and Post-Dissolution issues. The Law Office of Anne E Raduns exclusively focuses on Family Law. The office is not distracted with a criminal law docket or by other areas of law. Ms. Raduns one and only focus is Marital and Family Law. By concentrating exclusively on divorce and family law, Anne E. Raduns has gained a great deal of legal knowledge and experience to benefit her clients. She fully understands divorce law,...

Richard S. Lehman, Esq., a graduate of Georgetown Law School and obtained his Master’s degree in taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney of the Interpretative Division in the Chief Counsel’s Office of the Internal Revenue Service in Washington D.C., the IRS’s internal law firm. Mr. Lehman has been practicing in South Florida for nearly 50 years. During his career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic...

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...

The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people’s lives better and simpler. He counsels both individuals and families on diverse issues, like:
• Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies)
• Elder Law Planning
• Medicaid Planning
• Veterans Benefits
• Special Needs Planning

Barry also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. He has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton...

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...

Law Offices of John Mangan, P.A. has one simple goal: to help our clients to preserve and protect their legacy. We strive to accomplish our goal by providing estate planning and administration services for clients. We focus primarily on wills, trusts, asset protection, guardianship, and probate administration. Our clients are special to us – much more than just a name in a file folder. We build relationships with our clients that last far beyond their initial engagement with our firm. We take a sincere interest in each client, in their family, and in their future. We look out for...

Heather Quick is the founder and CEO of the Florida Women's Law Group located in Jacksonville, Florida. By offering family and marital law services specifically for women, Florida Women's Law Group works in a consistent and reliable way to advocate for women in the divorce process. The firm educates and empowers women on their rights and the law, so they can find the strength to endure the process and end up better financially and emotionally. The firm has been recognized as the Best Gender-Focused Family Law Boutique - Southern USA by Acquisition International and is ranked number 45...

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...

Carrie is a skilled attorney, contributing 16+ years of professional experience to the Elder Needs Law team and enabling us to service our Probate clients with complete confidence. Additionally, Carrie brings knowledge and experience in Real Estate law, that will be of tremendous value to probate clients’ liquidation of real property assets requirements. With the addition of Carrie, our firm can provide a broader range of top-level services, care and expertise to our clients and offer a skilled legal resource with the years of experience that enables her to employ the empathy and patience required to assist with families in...

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...

Katherine is a native of Jacksonville, Florida. She is the immediate Past-President of the Jacksonville Women Lawyers Association. She is a member of the Jacksonville Chapter, D.A.R.. She attended Riverside Presbyterian Day School and is a graduate of The Bolles School. She is happily married to Cameron Naugle, owner of Naugle Funeral Home and has two small children, Abigail and Logan, who are the light of her life. Katherine graduated with a Bachelor of Arts from Emory University in 1998. She then graduated with a Juris Doctorate from Stetson University College of Law in 2001, and an M.B.A. from...

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...

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...

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...

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...

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 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,...

Aubrey Harry Ducker Jr. is a who has had years of accomplishments in the legal field. He has taken an interest in elder law after caring for his own grandmother and parents-in-law. Mr. Ducker has the first-hand experience in dealing with the stresses and anxieties that accompany deciding how to live the rest of one’s “golden years”. Attorney Aubrey Harry Ducker Jr. knows that adult children have to deal with this rite of passage. This involves specific stresses when making decisions for a parent or parents incapacitated by serious illnesses.

As a Family Law Attorney, Aubrey Harry Ducker Jr. takes...

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...

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...

Attorney Jody Strauss has spent her 14-year career in law assisting clients with Probate Administration, Estates and Trusts Litigation, and Trust Administration. As an Associate with Elder Needs Law, Jody enjoys leveraging her experience helping families plan for their future. Jody earned her Bachelors and Masters Degrees in Accounting from the University of Florida and her Juris Doctorate and LL.M. in Taxation from the University of Florida. Jody is also a Certified Public Accountant.

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...

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. ...

Pamela Fero moved to South Florida in 1991 when she was hired by the Federal Aviation Administration (FAA) as an Air Traffic Control Specialist. She worked for the FAA as a controller for over 26 years and retired in 2016. Prior to moving to Florida, she lived in Ohio where she learned the value of hard work by working on the family farm. Ms. Fero has one step-son, three adopted children, one foster child, and two biological children. The children are all unique individuals with their own strengths and weaknesses. Having such a large and diverse family naturally led Ms....

“As an Assistant State Attorney, I spent years in the courtroom prosecuting those who took financial advantage of senior citizens. While it was incredibly rewarding to see justice served, I always wished I could have done something to help prevent the exploitation in the first place. Now, as an elder law attorney, I help my clients strategize and plan the best way to protect their assets from theft and fraud."

Kathryn N. Lewis earned her bachelor’s degree in 2004 from the Harriet L. Wilkes Honors College of Florida Atlantic University and her juris doctorate, cum laude, from Stetson University...

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...

Attorney Phil Rarick has 30 years of experience in both private and public legal work. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice.

Mr. Rarick is an active member of the Elder Law Section of the Florida Bar, and the Real Property, Probate and Trust Law section of the Florida Bar Association. He is the primary writer and editor for the Miami Trusts & Probate Alert newsletter and...

I am a Florida Bar board certified tax attorney who serves as a trusted counselor to businesses and individuals in the full range of corporate, tax and estate planning matters for nearly 20 years. My clients include closely held businesses, business owners and their families, individuals, trustees and personal representatives. My experience includes guiding business owners through all stages of the company’s life cycle, from formation and governance to mergers, sales and succession planning to addressing the various and complex legal issues that arise in a business's day-to-day operations. I also counsel business owners on their relationships with their entities...

Paul is passionate about using his extensive experience to offer effective legal advice that leads to real world solutions for real world problems. Paul has been with his wife, Denise Martinez-Scanziani, for almost 30 years, has three teenage children, and enjoys sports and travel.

Matt created Gruber Law to be a different kind of Estate Planning & Probate firm - we are accessible, clear and committed to achieving long term relationships and outstanding, affordable results. We're ready to help. Matthew A. Gruber, Esq., founder of Gruber Law, PLLC in Miami, Florida, has dedicated his legal practice to helping individuals and families protect and plan their estates for over 10 years. He is licensed to practice law in Florida and holds a Juris doctorate from Florida International University and a Bachelor’s in Business Administration degree from the University of Miami. Matt began his legal career in...

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...

Providing expectional service to discerning clients in Central Florida for over 25 years in probate and estate planning matters, Astrid de Parry has extensive civil trial practice experience representing a broad range of interests. Upon graduating from Cornell University Law School in 1977, Ms. de Parry served as Assistant University Counsel for Cornell University from 1977 to 1980. Thereafter, she served as General Counsel for the University of Alaska Statewide System of Higher Education from 1980 to 1985. After moving to Florida in 1985, Astrid de Parry went to work for a large law firm in Orlando, focusing on...