Find Lawyers in Boca Raton, Florida for Trusts and Estates
Jeffrey A. Baskies is a graduate of Trinity College (B.A., with highest honors, 1988) and Harvard Law School (J.D., cum laude, 1991). He is admitted to practice in Florida and Massachusetts. A seasoned trusts and estates lawyer, Jeff routinely advises wealthy families, entrepreneurs, athletes, celebrities and other clients regarding wealth transfer planning and asset protection planning. As part of his diverse practice, Jeff counsels clients on charitable planning (including the creation of p...
Biography of Stuart R. Morris, Esq., CPA, B.C.S. Stuart R. Morris Esq., CPA, B.C.S. founded Morris Law Group in 1991. Mr. Morris practices in the following areas of law: estate and gift tax planning wills and trusts business structuring and succession planning asset preservation planning domestic and international tax planning probate and trust administration, and special needs planning Mr. Morris graduated with honors from the University of Florida, where he received his undergraduate and ma...
Carl Rosen’s practice primarily focuses on probate, asset protection, business planning, and estate and family “generational” planning for a wide array of affluent individuals and their businesses.His broad range of experience in this very personal and confidential area of law is evident in the work he does for clients, including providing tax advice for individuals and business owners.A number of articles authored by Mr. Rosen have been published in journals, newsletters, m...
Charles (Chuck) Rubin is Florida Bar Board Certified Tax Attorney and managing partner of Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., a boutique law firm located in Boca Raton which practices principally in the areas of tax, estate planning, trusts and estates, and trust and estate litigation. He has authored numerous publications, including BNA Tax Portolios, books, and articles published in national publications such as the Journal of Taxation and Estate Planning. Since 2005 h...
Justin Savioli is a partner with Katz Baskies & Wolf PLLC. He is a graduate of the University of Miami (B.A.) and University of Miami School of Law (J.D., cum laude). He served as an Articles and Comments Editor on the University of Miami Inter-American Law Review and was a member of Phi Alpha Delta, a professional law fraternity. He received his Master of Laws in Taxation (LL.M.) from the University of Florida.
With more than 30 years of experience, Ronald L. Siegel is a Florida Bar Board Certified specialist in Wills, Trusts and Estates. He focuses his practice in all aspects of estate planning, probate, trust administration, guardianship and real estate. Mr. Siegel is an active member of the community, serving as the Financial Vice President of the Board of Directors for Jewish Association for Residential Care (JARC), and as a Director of the National Board of Israel Elwyn. He also serves on profe...
JEROME L. "Jerry" WOLF, is a member of the Florida and New York Bars. Jerry has more than 40 years of experience as a trusts and estates lawyer and practices in the areas of estate, tax, asset protection and business succession planning for high net worth families. He provides sophisticated transfer and generation-skipping tax strategies to successful individuals and advises closely held corporations, partnerships and other business entities on succession and asset protection planning structu...
Attorney Nicole K. Shafran works to individualize comprehensive estate plans that align with each client’s estate, business and charitable needs. Nicole is experienced in handling the drafting of sophisticated estate, trust and business succession documents, including wills, revocable and irrevocable trusts, and organizational agreements. She also has experience assisting clients with complex fiduciary matters as it relates to the administration of trusts and estates, and probate admini...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
Georgia Laws Taking Effect in 2022
On Neutral Ground
Largest Pain and Suffering Award Affirmed in New York History
New England States With Incoming Legislation
Activism In Action