Best Lawyers Near You in Naples, Florida for Trusts and Estates

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...

Kyle T. Mordew is a partner in Hahn Loeser’s Naples office and serves as the firm’s Ohio and Florida liaison for the Trust and Estates Practice Group. Kyle focuses his practice in estate planning and estate and trust administration. Kyle drafts and implements tax-efficient estate plans for his clients, including basic estate planning documents like wills and revocable trusts to more nuanced estate planning documents like SLATs, GRATs, ILITs, and IDGTs. Kyle’s practice additi...

Helen Mena is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Helen, 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 Helen is held by other top lawyers in the same geographic and legal practice area. Helen Mena counsels individuals in the areas of trust and estate planning, estate and trust administration, elder law, and related resi...

Joseph A. Stusek is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Joseph A., who practices law in Naples, Florida, has been recognized since 2022. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Joseph A. is held by other top lawyers in the same geographic and legal practice area.

Daniel J. Brick is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Daniel J., who practices law in Naples, Florida, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Daniel J. is held by other top lawyers in the same geographic and legal practice area.

Joshuah Miller is an associate in Hahn Loeser’s Trusts and Estates Practice Area and focuses his practice on comprehensive estate and tax planning for individuals and their families. He also works closely with clients during the estate and trust administration process. Joshuah has experience drafting complex trusts, wills, and other estate planning instruments as well as reviewing and preparing federal gift and estate tax returns.

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 ...

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.

Howard M. Hujsa is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office. Howard focuses his practice on complex estate planning (including gift, estate, charitable and generation-skipping transfer tax planning), trust and estate administration and the representation of charitable organizations. He speaks frequently on estate and tax planning topics before both lawyer and non-lawyer audiences.

C. Richard Mancini is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Trusts and Estates and Trusts and Estates. C. Richard, who practices law in Bonita Springs, Florida, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which C. Richard is held by other top lawyers in the same geographic and legal practice area.

Bonie S. Montalvo focuses her legal practice in the areas of estate planning, business succession planning, tax planning and nonprofit law. Bonie works with individual and corporate clients to understand their estate planning goals and devises tailored plans to help her clients meet those goals while maximizing their tax advantage. Bonie drafts wills, trusts and other estate planning documents, and assists with probate administration in several Southwest Florida counties. She also has experie...