Find Lawyers in Naples, Florida for Trusts and Estates
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 ...
Daniel K. Capes is a shareholder of Dunwody White & Landon, P.A.. Mr. Capes 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. He is Board Certified in Wills, Trusts and Estates by The Florida Bar and is recognized for his Trusts and Estates expertise in “The Best Lawyers in America,” Naifeh and Smith (2008 – 2011) and Florida Trend’s Florida Legal Elite (2009 and 2011). H...
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...
Jonathan Gopman is a partner in Akerman’s Naples office and also spends substantial time in the Fort Lauderdale office. Jonathan’s practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice Jonathan takes a four part approach to wealth preservation planning by assisting individua...
Quarles & Brady Chair Kimberly Leach Johnson is one of southern Florida’s most successful attorneys. She is a five-time FIVE STAR: Best in Client Satisfaction Wealth ManagerSM, a Top 50 Women Florida Super Lawyer®, and one of Florida Trend magazine’s Florida Legal Elite, to mention but a few recognitions. From post-mortem tax-mitigation techniques, interpretation of trust documents, and corporate fiduciary advice to IRS audits, lifetime gift planning, and comprehensive doc...
As Partner-in-Charge of Hahn Loeser’s Naples, Florida office, Mark R. Klym focuses his practice in estate planning. Mark assists clients in developing succession plans, drafting limited liability companies and start-ups, administration of trusts and guardianships as well as the administration of estates. Mark offers clients a wealth of experience in the preparation and implementation of all segments of estate plans, including durable powers of attorney, health care directives, revocable...
With 39 years of experience as a trusts and estates lawyer, 37 of them in Naples, Florida, Andrew J. Krause focuses his practice on family wealth transfer planning, plus estate and trust settlement and administration. In particular, Andy applies leading-edge tools and techniques to help Florida residents protect their wealth. With an emphasis on tax-efficiency, Andrew assists individuals, families and multiple-generations of families with their unique estate planning issues, including domicil...
Kenneth D. Krier is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Naples office. Since 1975, he has focused his practice on estate and tax planning, charitable giving and estate and trust administration. Ken moved to Naples from Fairfield, Connecticut in 1984. His wife, Beth Krier, is a Circuit Judge for the Twentieth Judicial Circuit of Florida (Collier, Lee, Charlotte, Hendry and Glades Counties). They have four children between them.
Robert L. Lancaster is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Naples office. Rob focuses his practice on the areas of wealth preservation planning, estate planning and business succession planning. Today’s litigious environment compels individuals to proactively engage in strategies to preserve their wealth. Just as physicians are all too familiar with the inherent risks of practicing medicine, so too should entrepreneurs, executives and other...
Laird A. Lile has been recognized as a Best Lawyer for 27 years and was named a Top 10 Florida Super Lawyer in 2018, 2019, 2020 and 2021. He has been named to Florida Trend's list of the Top 500 Most Influential Business Leaders in Florida in 2018, 2019 and 2020. Laird has practiced law in Florida since 1984, specializing in estate and trust matters. Laird is certified by The Florida Bar as a Wills, Trusts and Estates lawyer (since 1989), is a Fellow in the American College of Trust and Estat...
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. 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; planning for charitable contributions and foundations; and planning for distributions from IRAs and other qualified retirement plans. Mr. Stashis earn...
John Paul Bratcher focuses his legal practice in the areas of estate and trust planning and administration, business law, and fiduciary litigation. He has extensive experience in all areas of estate and gift tax planning from client development and intake through drafting, implementation and administration. John Paul also has assisted clients with business law and business succession planning including representation of clients in sales and various other matters involving their businesses. He...
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.
Enhancing Consumer Safety Through Winning Jury Trials and Substantial Settlements
by Justin Smulison