Trusts and Estate Planning Attorneys in Jacksonville, FL

Estate planning is a complicated endeavor that is best addressed over time with input from your loved ones and most trusted advisors. As a process that requires the utmost sensitivity and care, as well as a careful evaluation of your total wealth, selecting a strategy that encompasses each of the advantages and obstacles facing your ultimate goals is key. This discussion involves multiple perspectives and considerations that should be guided by attorneys possessing significant knowledge of the ever-evolving regulations governing wills and trust planning processes. Attorneys who possess both local and broad international experience will be crucial allies in developing an approach for today’s modern global family.

Our attorneys consult closely with clients and their advisors to review the contents of their estate, identify goals and objectives, and streamline any obstacles that might impede their achievement. We carefully navigate the process of choosing executors, trustees, agents and representatives in a manner that avoids conflict and ensures the health of your most intimate relationships. We counsel our clients to make decisions regarding current and future possibilities in a manner that significantly enhances their wealth retention. Creating a trust that preserves your long-term wealth strategies while minimizing tax liability and preventing family and business disputes is our most important objective.

Our team assists in the creation of revocable and irrevocable trusts, which are created according to an assessment of our clients’ overall assets and liabilities. A revocable trust eliminates the need to conduct these proceedings through probate court, saving our clients the additional time and expense commonly associated with this approach. The revocable trust transfers an individual’s property and assets during their lifetime, minimizing estate tax obligations while retaining their ownership rights to these assets.

An irrevocable trust, on the other hand, limits the clients’ rights to the trust but essentially eliminates any tax obligations attributable to that wealth. Our attorneys assess our clients’ goals before determining which approach may be best. Our primary focus is to eliminate the need for probate court and address our clients’ total portfolio’s needs head-on.

Our trusts and estate planning practice includes assisting clients with the following legal matters:

  • Analysis of current and future wealth goals
  • Tax liability evaluation
  • Development of estate planning strategy
  • Business succession
  • Establishing and funding trusts
  • Creation of revocable and irrevocable trusts
  • Property transfer to spouses, children and executors
  • Avoiding probate
  • Protection of minor children
  • Asset and creditor protection
  • Planned giving
  • Powers of attorney
  • Healthcare surrogates
  • Protecting assets in a second marriage

Contact us for more information about our trusts and estate planning services.