David A. Holmes

William N. Horowitz is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office. Bill focuses his practice in the area of trusts and estates and related tax matters. He represents and advises individuals, beneficiaries, fiduciaries and charitable organizations. Bill began his legal career in 1976 as an Associate at the law firm of Henderson, Franklin, Starnes & Holt in Fort Myers, Florida, where he became a partner in 1980 and continued his ...

Danielle M. Balczon is a partner in the firm’s Ft. Myers office. She obtained her Bachelor of Arts degree from Louisiana State University in Sociology with a concentration in Criminology. She subsequently obtained her Juris Doctor Degree from Samford University’s Cumberland School of Law in Birmingham, Alabama. While in law school, Balczon studied abroad at Cambridge University and served as an intern in Alabama State University’s Athletic Department. Prior to joining Cole, ...

Daniel K. Capes is a shareholder of Dunwody White & Landon, P.A.. Mr. Capes focuses his practice in the areas of estate planning and estate and trust administration, with an emphasis on estate, gift and generation-skipping transfer (GST) tax planning. He received his LL.M. in Taxation and J.D., with honors, from the University of Florida and a Bachelor of Science degree from Toccoa Falls College. Mr. Capes has been recognized for his trusts and estates expertise in “The Best Lawyers...

Mary Beth Crawford is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office. She focuses her practice on estate planning, tax planning and probate and trust administration. Mary Beth brings a caring and comprehensive approach to estate planning and provides her clients and their families with both the technical and personal guidance they need in developing the proper plan.

Marshall P. Bender is a top attorney recognized by Best Lawyers in the practice area(s) of Commercial Litigation. Marshall P., who practices law in Fort Myers, Florida, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Marshall P. is held by other top lawyers in the same geographic and legal practice area.

Mike Dal Lago, the founder of Dal Lago Law , has more than 22 years of experience providing customized, comprehensive legal business solutions for national, regional and local businesses in Florida, New York and New Jersey. He has consistently been recognized in SuperLawyers® Florida, Florida Trend’s prestigious Legal Elite list, and is an AV Preeminent ® Peer Review Rated attorney by Martindale-Hubbell ®, the highest rating an attorney can receive for their professional eth...

Theodore L. Tripp Jr. has more than four decades of experience handling a wide range of complex civil lawsuits in both state and federal courts. This includes acting as lead trial counsel in significant business disputes, probate, trust and other litigation matters. He has represented businesses, business owners, personal representatives, trustees, municipal and county governments, and landowners in multimillion-dollar litigation at both the trial and appellate level in state and federal cour...

Todd L. Bradley is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Naples office. He provides estate planning, business succession and family advice to high net worth individuals.

Jack C. Morgan III is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Construction and Litigation - Real Estate. Jack C., who practices law in Fort Myers, Florida, has been recognized since 2023. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jack C. is held by other top lawyers in the same geographic and legal practice area.

Alfred J. Stashis, Jr. is a shareholder of Dunwody White & Landon, P.A. and is board certified by the Florida Bar in Wills, Trusts and Estates. A Fellow of the American College of Trust and Estate Counsel (ACTEC), he serves clients in the firm’s Naples, Palm Beach and Miami offices. He focuses his practice in the areas of estate planning, estate and trust administration; federal income, estate, gift and generation skipping transfer (GST) taxation; planning for Florida domicile; plan...