Okeechobee County Estate Planning Lawyers

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...

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...

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...

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...

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...

We are a West Palm Beach-based law firm that focuses on the following areas of law: - providing strategies to DEFER INCOME TAX and DEFER CAPITAL GAIN TAX - creating WILL, TRUST, and ESTATE PLAN, - handling REAL ESTATE transactions and TITLE CLOSING, - assisting with CORPORATE and BUSINESS matters, - handling any other civil law issue that may arise. If you have any legal inquiries, please don’t hesitate to reach out to us. We offer Free Consultations with No Obligations on your part, as we are dedicated to assisting you with all your legal needs.

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...

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...

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...

As an entrepreneurial lawyer, I understand the challenges that small business owners face each day. We deal with vendors, customers, employees, taxes, and regulations all the time. Each one of these relationships creates legal risks that you must address in a cost-effective manner, before trouble strikes. Relying on my experience in trying business law cases, I have developed a three-step legal strategy that every small business owner should implement. In its most basic form, this strategy employs contracts, insurance coverage, and an operating company-management company-holding company format for the organization, to help control the common risks that can tank...

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...

Rina Feld concentrates her civil practice on First Party Property Damage Insurance Claims, and Probate Administration. As an attorney in Palm Beach, Rina thrives on helping the people in the community resolve their disputes by offering excellent services. Rina is consumer driven and works with each of her clients personally until she is able to achieve the perfect result.

Rina obtained her Juris Doctor from Nova Southeastern University, Shepard Broad Law Center. She is admitted to practice law in the State of Florida and the Southern District of Florida.

Prior to law school, Rina received her Master’s in International Business...

“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...

I’m a forward-thinking attorney with a passion for resolving complex legal matters and developing lasting strategies for clients. I love a challenge and I am known for being proactive, attentive, and responsive. I became a lawyer because I could never find an attorney who genuinely cared about me or my businesses. As an entrepreneur who has started, developed, managed, sold, and participated in just about every aspect of operating a business, I understand what an exceptional attorney should be. As your attorney, it’s my responsibility to be more than just a legal advocate or advisor of the law. I am a champion...

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 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...

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.

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...

Jason Mark Ranew is a litigation and corporate attorney for the Central Florida full service law firm of Bogin, Munns & Munns. Mr. Ranew practices Corporate Law, Commercial Litigation, Employment Law, Estate Planning, and Probate. He received his B.A. in Finance from Hillsdale College in 1998 and his J.D. from University of Akron in 2002.

Evan is deeply connected to every practice area he handles, and for good reason. Foreclosure Defense - When the foreclosure crisis hit in 2008, Evan dove in. He has appeared for hundreds of trials and dozen of appeals, helping clients achieve their goals. When Florida foreclosure defense attorneys formed a group to help better serve their clients, they asked Evan to serve as their president. He accepted and continues to serve in that role. Real Estate Closings - Evan grew up with many lawyers, judges, and real estate investors in his family. At dinners and holidays, Evan would lean in to...

Since 1979, Jay has concentrated his practice in estate planning, IRS tax controversies, trust administration, corporate and commercial law, probate and real estate law. In addition, Jay has extensive experience in local governmental matters and also represents condominium associations and property owner associations in their governance and property matters Jay works with individuals and business owners to ensure cost effective transfer of family wealth to desired beneficiaries, including charities, with minimal estate and gift taxes. Jay also represents emerging and mature businesses in most aspects of corporate law, including employee, shareholder and partnership agreements, financing and leasing agreements, mergers and...

I have been licensed to practice law in the State of Florida since 2016. I am also a Florida Supreme Court Certified Family Law Mediator and I am trained in Collaborative Divorce. A Cuban immigrant, I came to the United States in 2002 and have resided in Miami since then. As both of my parents were attorneys in my native country of Cuba, it was always my goal to become an attorney in the United States. After going through a difficult and long divorce process myself, I decided to dedicate my career to helping other families struggling with similar situations. I have...

After graduating with honors from the University of Florida, Attorney Adam I. Skolnik attended Brooklyn Law School where he was a two year member of the National Trial Team and President of the Trial Lawyers Association. Upon Graduation the faculty awarded, Adam the Judge Doris A. Thompson and Judge Edward Thompson Award for Excellence in Trial Advocacy. After having practiced in New York City at a prestigious international law firm, Adam relocated to South Florida and established the Law Office of Adam I. Skolnik, P.A. in 2005 as a multi-service firm committed to client-focused, cost-effective legal services in...

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.

Army Veteran and former Law Enforcement Officer, Sean decided to continue to serve his community by becoming an Attorney. Sean has a mission to protect the people and started Panther Law, P.A. to do just that. He offers legal help in Litigation, Estate Planning, Probate, Bankruptcy, and Special Needs Law.

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...

Attorney L. Reed Bloodworth, Founder and CEO of Bloodworth Law, PLLC, is a Florida U.S. News & World Report Best Lawyer® in Commercial Litigation Award 2019-22; in Trusts & Estates Litigation 2022; and in Real Estate Litigation 2022. Bloodworth Law is a U.S. News & World Report "Best Law Firm" 2020-22 and has established itself with an office in Orlando and one in Winter Haven. Reed, a 2019-22 Super Lawyer, was named a Florida Trend’s Magazine Florida Legal Elite™ in Civil, Commercial Litigation 2017-19, 2021, a group of less than 1.3% of Florida's attorneys. Reed has been an attorney since 2004...

Eric is a Naples Personal Injury Attorney and the founder of Cardinal Law, P.A. Having lived in Southwest Florida since 1991, Eric has deep roots in the community, a love for and understanding of the area, and a passion for helping those in need. Before starting his own firm, Eric was a litigator at the world’s largest law firm — Dentons— and spent almost a decade fighting over complex business, construction, commercial, and real estate disputes.

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...

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.

Jacqueline Bowden Gold concentrates in the areas of probate, trust law, guardianship, estate planning, and asset protection. Ms. Bowden Gold has over 8 years in legal experience. A native of Miami, Florida, Ms. Bowden Gold received her J.D. from St. Thomas University School of Law in 2013. Ms. Bowden Gold was President of the Student Bar Association where she served as the voice for the student body. While at St. Thomas, Ms. Bowden Gold was a member of Phi Delta Phi Legal Honors Society, Hispanic American Law Student Association, and Animal Legal Defense Fund. Ms. Bowden Gold also...

I have recently decided to concentrate solely on County and Circuit Court civil mediations and arbitrations. I would future referrals for my services in these areas. The reason for my decision to concentrate solely upon mediation and arbitration is due to the desire to help parties reach settlement without having a Judge or Court impose a Judgment upon them. I believe self-determination is far superior to formal litigation in Court. ...

David A. Beale is a graduate of Cornell University (B.S. 1971) and Fordham Law School (J.D. 1974, Law Review 1972-74). He is a member of the New York Bar (1975) and Florida Bar (1990). David Beale is a member of The American Bar Association, The Florida Bar Association, New York State Bar Association, Association of the Bar of City of New York, and Palm Beach County Bar Association. He belongs to the Business Law Section and its Computer Law Committee of the Florida Bar, as well as its Entertainment Arts and Sports Law Section, where he served...

Amy B. Van Fossen established The Law Office of Amy B. Van Fossen P.A. (formerly The Law Office of Amy B. Jackson P.A.) in 2004. Amy was born and raised in southeastern Ohio and has two daughters, Katie and Savannah, who both share her passion for our elder community. Savannah provides medical care to the elder community as an RN. Katie is a second-generation attorney, chairing the Probate, Medicaid & VA departments at the Law Office of Amy B. Van Fossen, P.A. Ms. Van Fossen received her undergraduate degree in Organizational Behavior from Rollins College and earned her JD from Barry...

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...

Elizabeth Wolt is an AV Preeminent rated attorney practicing solely in the area of Marital & Family Law. She has 21+ years experience and is certified by the Florida Supreme Court as a Family Meditator. Ms. Wolt strongly favors a cooperative approach to resolving family law issues, especially if children are involved. She works closely with clients to guide them through the court system and the mediation process, so that they are informed about the process and the law. Ms. Wolt has an undergraduate degree in Psychology, which is very helpful in the practice of family law. She is excellent...

LAWRENCE O. HELD is an associate attorney with Kitroser & Associates. Mr. Held is a 2017 graduate from the University of Florida Fredric G. Levin College of Law. Prior to law school, he attended Florida International University where he obtained a Bachelors in History and a Masters in Latin American and Caribbean Studies.

Born and raised in Miami-Dade County, Mr. Held is a Cuban-American South Florida native. He has both complex litigation and transactional experience. He has previously interned with the Securities and Exchange Commission, with both the Enforcement Division and the Office of Compliance, Inspections, and Examinations, where he worked...

My goal is to bring peace and stability to the family. I care about my client's welfare and peace of mind. I manage bankruptcy proceedings and debt relief for individuals and businesses. Deal with tax issues and resolution. Handle probate proceedings. Conduct family law proceedings. Provide advice on estate planning matters, wills and trusts. Also engage in foreclosure defense and civil litigation.