Santa Rosa Beach Estate Planning Lawyers

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...

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...

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...

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....

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...

Evelyn I. Suero is owner & principal attorney of Suero Law, PLLC, a law firm focusing on the legal needs of businesses & nonprofit organizations, global entrepreneurs & entertainment professionals. The firm helps clients to launch & protect their business, expand their business to Florida or internationally, register their trademarks & copyrights, and protect investments with wills & trusts / probate administration services. Evelyn is fluent in English and Spanish and earned her Juris Doctor law degree from the University of Pennsylvania Law School. In addition to her legal practice, she also proudly serves as a leader and...

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 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...

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...

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...

Beatrice Bianchi Fasani is a Florida licensed attorney and the founding member of the firm. She currently focuses her practice on inbound and outbound tax planning, pre-immigration tax planning, estate planning, real property transactions and corporate law.

Ms. Bianchi Fasani has extensive experience advising high-net-worth families and closely held businesses investing in the U.S. real estate market, on U.S. and international wealth planning matters, as well as income, estate, and gift tax planning.

As a US corporate attorney, Ms. Bianchi Fasani has experience in mergers and acquisition including creating U.S. and foreign entities and advising international and domestic companies on multi-million...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

WaveCrest Legal, P.A. was established to provide efficient, effective, and intelligent legal services to the greater Jacksonville Beaches area by incorporating business acumen with legal expertise. Our commitment is simple: compassionate client service and integrity in everything we do. Some of our areas of legal expertise are estate planning, probate administration, trust administration, guardianship, and business law.

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. ...

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...

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...

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...

John M. Hemenway is a founding partner of Bivins & Hemenway, P.A. John serves as a trusted legal advisor to business owners, real estate investors, and families seeking to preserve and pass down their wealth and values. His practice focuses on estate planning and probate, small and closely held businesses, and real estate, combining experience in each of these areas to provide a comprehensive approach to transactions and planning.

John earned his law degree, cum laude, from the University of Florida. John regularly presents at legal education seminars on both probate and estate planning topics, and is published on estate planning...

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.

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...

Evan Rosen is a lawyer based in Florida who helps clients with personal injury, real estate closings, foreclosure defense, probate, and estate planning.

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...

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...

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...

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...

I have maintained a private law practice for 35 years in the areas of criminal defense, juvenile, dependency, bankruptcy, real estate, corporate, contracts, estate planning, and probate administration. I served the public sector as Assistant Prosecuting Attorney for Coumbus, Ohio; Assistant Prosecuting Attorney, Juvenile Division for Jefferson County, Ohio; Special Agent and Assistant Ohio Attorney General, Medicaid Fraud Division; and Service/Safety Director for Reynoldsburg, Ohio. I was also a registered lobbyist and in-house legal counsel for the Ohio Municipal League. I am focusing my practice now on estate planning, business, and probate administration.

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,...

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...