Shalimar Estate Planning Lawyers

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

For the past four (4) decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, and Probate Avoidance. I have also represented Florida corporate entities, shareholders, LLC members, and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes. My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of individuals who need to...

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

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....

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...

Whether you're handling a loved one's estate, or planning your own - we're here to help. We take pride in our caring, comprehensive, and cost-effective approach. Thousands of clients proudly served right here in Southwest Florida.

Attorney Greg Nussbickel has been practicing Trust and Estate law for the better part of twenty (20) years. His legal experience spans large firm, public interest, and higher education.

Before graduating cum laude from F.S.U. Law, Greg externed at The Florida Supreme Court. He later obtained a Master of Laws degree from U.M. Greg contributes to legal education platforms, and has been featured...

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...

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...

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...

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...

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...

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...

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.

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...

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...

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...

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.

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,...

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.

JEFFREY S. GOETHE is a partner with Barnes Walker, Goethe, Perron, Shea, & Robinson, PLLC. The firm's main office is in Bradenton, with appointments available in the firm's Anna Maria Island, Lakewood Ranch and Parrish offices. Mr. Goethe is a graduate of Maryville College and the University of Tennessee College of Law and was admitted to The Florida Bar in 1990. He is board certified by the Florida Bar as a specialist in wills, trusts and estates law and a Fellow of the American College of Trust and Estate Counsel. Mr. Goethe is a member of the Florida Bar’s Real...

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.

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...

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...

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...