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Bonie S. Montalvo focuses her legal practice in the areas of estate planning, business succession planning, tax planning and nonprofit law. Bonie works with individual and corporate clients to understand their estate planning goals and devises tailored plans to help her clients meet those goals while maximizing their tax advantage.

Bonie drafts wills, trusts and other estate planning documents, and assists with probate administration in several Southwest Florida counties. She also has experience assisting clients with business entity formation, including corporate, non-corporate and nonprofit. Bonie has her LL.M. in Taxation and often advises her clients on FIRPTA filings and tax controversy issues related to trust and estate matters. Proficient in Spanish, Bonie meets with both English and Spanish speaking clients to counsel them through various matters relating to estate planning, probate, and estate and trust administration.

Bonie frequently writes on various trust and estate topics, including gift planning, tax planning, wills, and the impact of digital assets on estate planning.

Location

  • The Brooks Grand Plaza, Suite 300
    8000 Health Center Boulevard
    Bonita Springs, FL 34135

Education

  • University of Florida , LL.M. Taxation, graduated 2017
  • Florida Gulf Coast University, B.S., B.A., graduated 2013
  • University of Florida , J.D., graduated 2013

Bar Admissions

  • Florida, 2016

Recognized in Best Lawyers: Ones to Watch in America 2023 for work in:

  • Tax Law
  • Trusts and Estates

Awards:

  • Ones to Watch, Best Lawyers®, Trusts and Estates, 2021
  • Legal Aid Attorney of the Month, Legal Aid of Collier County, March 2018

Publications

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