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Best Lawyers in Florida, United States for Trusts and Estates
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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...
Keith B. Braun is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Keith B. practices law in Palm Beach Gardens, Florida Best Lawyers has recognized Keith B. Braun since 2015. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Keith B. Braun is held by other lawyers.
Jeanette focuses her practice in estate and gift tax planning, and the administration of trusts and estates in Florida. Jeanette has nearly three decades of experience, and a recipient of the Medal of Honor - Attorney of the Year Award from the Collier County Bar Association. Jeanette’s team approach, incorporating clients’ accountants, financial planners and corporate trustees makes her a valued and trusted advisor in the preservation of wealth and legacies. Her experience includ...
Steven Hadjilogiou focuses his practice on international inbound and outbound international tax planning for multinational companies and high net worth individuals. Steven has represented various Fortune 500 companies and major privately held businesses in their tax planning and supply chain projects, and also has substantial experience advising on transfer pricing, tax-related intellectual property matters, Subpart F and foreign investment in US real property. Steven also advises clients on ...
Carl S. Rosen is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Carl S. practices law in Boca Raton, Florida Best Lawyers has recognized Carl S. Rosen since 2013. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Carl S. Rosen is held by other lawyers.
Nicholas joined Johnson Pope in 2014. Nicholas represents individuals and families with respect to estate planning, wealth preservation issues, business succession planning, state and local tax issues, the formation of businesses, and the purchases and sales of businesses. Nicholas also represents fiduciaries (personal representatives and trustees) and beneficiaries in the administration of probate estates and trusts.
Leah A. Foertsch is Office Managing Partner of Pannone Devereaux & O’Gara LLC's Boca Raton, FL office, and a member of the Estate and Trust Planning, Administration and Litigation Team. Her practice focuses on advising individuals and families in all areas of trust and estate planning and probate administration. In addition, she has extensive experience in representing individuals and businesses in asset protection, wealth management and tax strategies, and has managed multimillion-...
Patrick J. Duffey is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Patrick J. practices law in Tampa, Florida Best Lawyers has recognized Patrick J. Duffey since 2026. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Patrick J. Duffey is held by other lawyers.
Peter advises individuals and families with respect to estate planning, wealth preservation issues and business succession planning. He also represents businesses and entrepreneurs with respect to startup ventures, financing, and mergers and acquisitions. He further represents tax exempt organizations, foundations and charitable groups.
Erika G. Litvak is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Erika G. practices law in Miami, Florida Best Lawyers has recognized Erika G. Litvak since 2027. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Erika G. Litvak is held by other lawyers.
Richard L. Stockton is a partner in Holland & Knight's Jacksonville and Lakeland offices. He is a member of the firm's Private Wealth Services Group and is very active in estate planning and taxation, as well as probate administration. Mr. Stockton has been heavily involved in the computerization of the firm's drafting manuals. He has significant experience and proficiency in post-mortem and generation-skipping planning, and has written and lectured on various estate planning topics. Mr. ...
Ellen S. Morris is a lawyer recognized by Best Lawyers in the practice areas of Elder Law, Litigation - Trusts and Estates and Trusts and Estates. Ellen S. practices law in Boca Raton, Florida Best Lawyers has recognized Ellen S. Morris since 2023. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Ellen S. Morris is held by other lawyers.
Scott J. Bakal develops tax-planning strategies for closely held family businesses, partnerships, and publicly held corporations with significant domestic and international operations. Scott works closely with high- and ultra-high-net-worth individuals and entrepreneurial companies to develop elegant, tax-sensitive approaches to their complex business transactions, financial situations, estate planning matters, and real estate investments, as well as to pursue tax efficiency throughout their ...
Lisa Goddy is a trusts and estates attorney with more than two decades of experience helping individuals, families and business owners with estate planning, probate and trust administration, elder law, guardianship and guardian advocacy, special needs trusts and business succession planning. She also advises clients on complex estate structures, tax-aware gifting and multigenerational planning. A significant part of Lisa’s practice involves helping families plan for loved ones with disa...
Rose M. La Femina is a Florida Bar Board Certified Wills, Trusts and Estates Attorney who focuses her practice in the areas of estate planning, trust and estate administration, probate and trust litigation, and tax. Rose represents business owners, corporate executives, wealthy individuals and professionals and their families with a wide-range of estate planning issues. Rose also represents individuals and corporate fiduciaries in probate and trust administration and litigation matters, inclu...
Our Methodology
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.
The Process
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.