Steven G. Koeppel

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...

Matt Hochstetler is a founding member of the boutique trusts and estates law firm Kirkland Hochstetler PLLC, with offices in Naples, Florida and Canton, Ohio. Based primarily in Naples, Florida, Matt advises wealthy families, family offices, and private family trust companies throughout the United States. His practice focuses on Tax Law, Trusts and Estates, including estate planning, generational wealth transfer strategies, and trust and estate administration. He also counsels clients on the ...

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.

David J. Ledermann is a top attorney recognized by Best Lawyers in the practice area(s) of Employee Benefits (ERISA) Law. David J., 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 David J. is held by other top lawyers in the same geographic and legal practice area.

Russell Knight is a top attorney recognized by Best Lawyers in the practice area of Family Law. Russell, who practices law in Chicago, Illinois, and Naples, Florida has been recognized by Best Lawyers since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Russell is held by other top lawyers in the same geographic and legal practice area. Russell Knight has practiced family law exclusively for more than 19 years. He is the founder of The...

Lisa Goddy is a top attorney recognized by Best Lawyers in the practice area(s) of Elder Law and Trusts and Estates. Lisa, who practices law in Naples, Florida, has been recognized since 2026. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Lisa is held by other top lawyers in the same geographic and legal practice area.

Mr. Truxton attended the University of Florida where he received his Bachelors degree in Business Administration in 1977 and his Juris Doctor degree in 1980. Mr. Truxton is a member of The Florida Bar and the American Bar Association. He practices in the areas of commercial real estate and general corporate and business transactions. Mr. Truxton has been named to Florida Trend’s Florida Legal Elite® representing the top 2% of Florida Bar members. He has also been recognized by Flori...

Christopher (“Chris”) Lombardo is a partner at Woodward,Pires & Lombardo, P.A., bringing nearly four decades of experience practicing law in Florida. He represents clients throughout Naples, Collier County, and the surrounding areas, focusing his practice on commercial litigation, family law, and family law mediation. Chris also handles a wide range of related matters, including civil litigation, contracts, appellate law, and personal injury, providing seasoned and practical g...

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...

Sumner H. Lipman is a top attorney recognized by Best Lawyers in the practice area(s) of Mass Tort Litigation / Class Actions - Plaintiffs and Medical Malpractice Law - Plaintiffs. Sumner H., who practices law in Bonita Springs, Florida, has been recognized since 2008. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Sumner H. is held by other top lawyers in the same geographic and legal practice area.