Otter Creek Estate Planning Lawyers

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....

Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational wealth including matters associated with trusts and estates as well as business planning. A first-generation Haitian American, he has dedicated his life to the practice of law. He graduated with high honors from St. Lucie West Centennial High School in 2009 where he had the privilege of being part of the school’s Criminal Justice Academy, serving as an advocate for the 19th Judicial Circuit’s Teen Court program. After graduation from Centennial, Jamy earned his B.S. in Legal Studies from the University...

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...

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...

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...

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...

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...

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...

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...

A Queens, New York native graduating from the State University of New York (SUNY) Albany in Political Science, History and a minor in Criminal Justice in 2010. Ms. Whitfield graduated Ave Maria School of Law, in Naples, FL in 2013 and became a member of the Florida Bar in 2015. She has established a practice in the Tampa Bay area where she lives and works. Having established several areas of practice including Estate Planning, Probate, Immigration, Criminal Defense, and Business Law matters. Her passion is to help those in her community through the court system with their legal issues and...

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...

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...

In 2016, Carla Trinca-Conley joined Berg Bryant Elder Law Group, PLLC, where she specializes in assisting elderly individuals and their families. Carla is passionate about getting to know each client's unique story and tailoring her legal services to their needs. She is a Board-Certified Elder Law attorney by the Florida Bar. At Berg Bryant, Carla is the lead attorney for guardianship cases, including guardianships over incapacitated adults, guardian advocacy proceedings for developmentally disabled individuals over 18, and guardianship proceedings for minors with funds from personal injury actions or inheritance. Carla is committed to helping her clients navigate the requirements of...

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, 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 her...

Katherine Barski is an associate attorney with the Central Florida law firm of Bogin, Munns & Munns. Her primary areas of practice are Estate planning, Probate, Litigation, Elder Law, and Real Estate. She received her M.B.A. from Nova Southeastern University (1993) and her J.D. from Loyola University New Orleans School of Law (1996). Ms. Barski has held the distinction of SuperLawyer since 2016.

Walt Shurden is a Florida Board Certifed Elder Law Attorney and a former Georgia CPA who used to audit nursing homes and hopitals for a Medicare contractor. Now he represents families who seek Medicaid and VA eligibility because they need help paying for the high cost of long term care. He devises estate plans and asset protection plans for his clients. He also serves as fiduciary, and represents other fiduciaries in probate and trust administration proceedings. All four staff members are experienced and have been with the firm for over 10 years.

Attorney Aaron W. Saoud is the owner of the AWS Law Firm, which practices Probate, Estate Planning, Guardianships, and other related areas of law in Florida. The AWS Law Firm is based out of Tampa, Florida, and serves the majority of the state, from Jacksonville down to Miami, including Orlando, St. Petersburg, and Sarasota. The AWS Law Firm currently is comprised of eight upstanding professionals: four lawyers and four support staff to assist them. Attorney Saoud is a graduate of the University of Michigan and the Stetson College of Law, and is licensed to practice law in Florida, Michigan, and Illinois...

David Pilcher is an attorney for the Central Florida law firm of Bogin, Munns & Munns. He specializes in Estate Planning, Probate & Trust Administration, Guardianship, Business Entity Formation, Business Law, Commercial Litigation, and Civil Litigation.

He is a native to Florida, born in Orlando and raised in Sanford. He attended Brigham Young University on a full academic scholarship, receiving his B.S degree in Computer Science.

He worked for large companies including IBM before deciding on a career in law. David Pilcher returned to Brigham Young University (once again on scholarship) to its J. Reuben Clark Law School...

An Experienced and Aggressive Legal Advocate Providing Attentive and Caring Client Service Along Florida's Gulf Coast Lawyer Craig A. Epifanio began his practice of law solely defending those accused of a crime. He gained considerable experience aggressively pursuing justice for those accused of all levels of crime, to the point that in 2005 he was elected as President of the Pinellas Association of Criminal Defense Lawyers (PACDL) for that year. He now uses his natural ability to listen and empathize in order to gain a clear picture of the events leading up to a client's arrest, assess each individual legal issue...

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.

David Carrera focuses his practice on foreclosure defense, landlord/tenant law (landlords only), and estate planning. David graduated from the University of Florida where he studied business management and philosophy. During his time at UF, David mentored students through his leadership in Phi Alpha Delta. He also represented UF in statewide trial competitions. His passion for the law led him to the University of Miami School of Law. While studying law, David volunteered in pro bono efforts to help local children and families in need. These efforts spurred his desire to provide easy access to legal services without financial obstacles. As the founder...

ADMITTED -Florida and U.S. District Court, Middle District of Florida, 1974 EDUCATION -Florida State University -B.S., 1972 -J.D., with Honors, 1974 -Law Clerk to the Industrial Relations Commission, 1973 PUBLICATIONS AND SPEAKING ENGAGEMENTS -Author: “Evaluating Job Searches and Earnings in a Self-Employment Setting,” News and 440 Report (Summer 1988) -“Wage Loss Under the New Worker’s Compensation Statute,” 63 Florida Bar Journal 10 (November 1989) -Guest Speaker, “The 1989 Legislative Changes Concerning Workers’ Compensation,” South Florida Risk and Insurance Management Society (February 1990) -Instructor, State of Florida approved for Adjuster Continuing Legal Education, 1991 MEMBERSHIPS -Orange County Bar Association -American Bar Association -The Florida Bar -Member, Worker’s Compensation Section -The Association of Trial Lawyers of America -Board Certified Workers’...

Timothy C. Martin is licensed to practice law in the state of Florida. As the owner/attorney of Martin Law Office, P.A., he serves the Tampa Bay and Central Florida areas and beyond in matters relating to animal law, estate planning and probate, real estate/real property including landlord/tenant matters, corporate law, business organizations and transactions, LGBT issues, and limited family law matters.

John Richert is a Managing Attorney at Richert Quarles, P.A. He received his Juris Doctor from Stetson University College of Law in Gulfport, Florida and a Master’s in Business Administration from Stetson University in Deland, Florida in May 2013. While at Stetson, John participated in Stetson’s pro bono program and was a member of the Phi Alpha Delta Law Fraternity. Before attending Stetson, John attended the College of William and Mary located in Williamsburg, Virginia and received a Bachelor’s Degree in Business Administration majoring in Finance. John was admitted to the Florida Bar in September 2013. John’s practice is focused...

Marcus Thompson attended the University of Georgia, where he earned a bachelor’s degree in Journalism/Advertising. During his senior year, Marcus studied international media and history at Oxford University. He attained his Juris Doctor from Stetson University College of Law in Gulfport, Florida. During law school, Marcus clerked at a St. Petersburg law firm and gained a wide variety of experience handling cases in the areas of personal injury, criminal defense, business litigation, family law, and civil litigation. After law school and his admission to the Florida Bar, Marcus returned to his hometown of St. Augustine to build his...

Mr. Zoecklein currently focuses his practice on Plaintiff's Civil Litigation. His team is currently litigating cases throughout the State of Florida in the practice areas of probate administration, estate litigation, insurance claims, family law and business law. Brice Zoecklein grew up in Blacksburg Virginia and attended Virginia Tech where he graduated cum laude and obtained a degree in business management. While at Virginia Tech Mr. Zoecklein ran several successful franchises throughout Virginia and North Carolina. Mr. Zoecklein then obtained his juris doctorate degree cum luade and a Masters in Business Administration from Stetson University College of Law....

Lesly Carmen Longa Vaillancourt litigated and defended claims on behalf of individuals against corporations for over 10 years. Today she focuses her practice on wills, estate planning and family mediation. Attorney Longa speaks Spanish, has represented foreign nationals in U.S. Courts, and also handles a variety of international matters for business and estate planning clients. She is a Supreme Court Certified Family Mediator who can help divorcing couples file for divorce and negotiate an agreement without attorneys, preserving the family's dignity and empowering folks to decide for themselves what is best for them and their children. ...

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.

Theodore W. Small Jr. ("Ted Small") has over 30 years of legal experience, formerly with the large law firm of Holland & Knight LLP in its Tampa, Washington DC, and Orlando offices and currently as a small firm practitioner in Volusia County, Florida. Attorney Small brings the training and experience from his large firm experience to a small firm setting with the goal of pursuing cost-effective solutions for businesses, employers and elder law clients. Attorney Small also has experience as a mediator and NAM arbitrator and is available to serve as a professional neutral to resolve commercial and...

Thankful for life, liberty, and happiness. Mr. Marks uses his personal and professional business, legal, and government experience to assist his clients with transactions in business and in residential and commercial real estate. Mr. Marks regularly drafts contracts and agreements. As the managing attorney, Mr. Marks also is experienced in divorce, timesharing, and custody issues as well as domestic violence cases. He uses his business and litigation experience to assist family law clients to shed light on these issues in family law cases. Mr. Marks has drafted numerous premarital agreements between prospective spouses made in contemplation of marriage and post-marital...

Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Services ( wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, guardianships, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, succession planning, and general business law, counseling, and advice. Bachelor of Science Degree in Finance from the University of Illinois ( Champaign -Urbana ), and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois

David S. Toback is a Tampa-area lawyer with offices in Tampa and St. Petersburg who concentrates his practice in the areas of estate planning and probate, with an emphasis on tax planning, asset protection and business succession planning. Mr. Toback also helps his clients with business entity formation and commercial transactions, tax preparation matters and the resolution of tax controversies. His entire legal career has been focused on estate planning and tax matters for individuals and businesses. David Toback obtained his Bachelor’s degree in Accounting from the University of South Florida in 1994, graduating magna cum laude. He then earned his...

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...

Free consultation Real Estate Law, Foreclosures, Quit Claim Deed, Bankruptcy, Debt Collection, Last Will and Testament, Mortgage Loan Modifications, Time Share Cancellation, Estate Planning Tampa Office: 813-514-8186 Jupiter Office: 561-510-2821 www.Rokusek-Law.com www.AbogadaClara.com

Attorney Natalia Ouellette-Grice’s real estate, business, and estate planning practice focuses on helping families and business owners who choose to protect their loved ones from the State’s plan for their business, death and incapacitation. With her expert guidance, Natalia and her team ensure that clients create specific, intentional, and planned actions from running their business to their death and incapacitation based on what the Client wants to happen with their family, assets, and businesses. Everyone is born with an Estate Plan and a Business Plan, the State’s Plan! The default State Plan is expensive, time-consuming, public, and on a...