Paul K. Heuerman

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.

Brooke Beebe is a partner in the Bonita Springs and Orlando offices. Ms. Beebe focuses her practice in the areas of general commercial and civil litigation, with an emphasis in construction litigation, landlord-tenant law, first-party property, sex trafficking/human trafficking defense, medical malpractice and employment law. Ms. Beebe has experience handling Errors and Omissions claims, including those brought against insurance brokers and agents. She earned a Bachelor of Arts degree from th...

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, ...

Curtis B. Cassner is Board Certified by the Florida Bar as a Specialist in Wills, Trusts and Estates as well as a Specialist in Tax. He focuses his practice on helping his clients meet their estate planning goals. As a partner in the firm’s Trusts & Estates Group, Curtis represents clients in trusts and estate planning matters by crafting tailored plans to address each beneficiary’s needs and maximize available tax benefits. He leverages his background as a Certified Public Ac...

Allison B. Christensen is an experienced litigation attorney, handling disputes in Southwest Florida and around the state, in both state and federal court. She works closely with her clients to deliver outcomes that meet their business, personal and legal objectives. Allison is licensed to practice law in Florida and Michigan. She is also the Partner-in-Charge of our Naples office. Probate and Trust Litigation Allison provides strategic counseling and legal advice to individuals and instituti...

Estate Planning and Estate Trust Administration Jeffrey M. Folkman is experienced in all phases of estate and charitable planning for individuals and families, including those where family-owned businesses are involved. Plans range from the modest in size to the very large and sophisticated. He works extensively with corporate trustees, financial planners, insurance agents, accountants and consultants. Jeffrey is also experienced in the administration of trusts and estates. Corporate and Entr...

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.

Juan D. Bendeck is certified by the Florida Bar as a Board Certified Specialist in Wills, Trusts and Estates. Board certification recognizes attorneys’ special knowledge, skills and proficiency in various areas of law and professionalism and ethics in practice. Juan focuses his practice in estate planning, estate administration and asset protection planning. He formulates and drafts tax-efficient estate plans for his clients, including more advanced and novel estate planning techniques ...

Sean P. Murphy is a top attorney recognized by Best Lawyers in the practice area(s) of Closely Held Companies and Family Businesses Law. Sean is also recognized by Martindale-Hubbell with an AV-Rating, denoting preeminence in law practice and peer-rated for the highest level of professional excellence and ethics. The Law Offices of Sean P. Murphy & Associates is a boutique law firm focused on legal and compliance issues providing counsel to a portfolio of early stage ventures and establis...

Practice Areas: Estate Planning Elder Law Guardianship Trust Administration Estate, Gift, and Fiduciary Income Taxation Art Law Edward E. Wollman is a founding Partner of Wollman, Gehrke & Associates, P.A. law firm. He is Board Certified in Wills , Trusts & Estates by The Florida Bar and has a Masters Degree in Taxation from the University of Florida. Ed focuses his busy practice exclusively on estate planning, trust and probate administration, art law, tax planning, elder law, and ch...