Trust & Estates Practice Group
9132 Strada Place
Fourth Floor
Naples, Florida 34108
Tel: 239-552-4100
Fax: 239-649-1706

Wills & Trusts

Whether a client's estate is large or modest, our commitment is to implement estate planning documents for each client that will carry out his or her objectives in the most appropriate manner. No one document is suited to each client nor is there such a document as a "simple" Will. Therefore, as a part of the Estate Planning process we meet with our clients to educate ourselves about the client's particular situation, goals and objectives, and then develop and provide recommendations to fit the client's needs. Through this process we often employ a variety of Estate Planning techniques to accomplish a client's objectives, such as:

Declarations of Domicile Irrevocable Insurance Trusts
Advance Directives    Irrevocable Gifting Trusts
Health Care Surrogates   Grandchildren's Trusts
Living Wills   Grantor Trusts
Preneed Guardian   Grantor Retained Annuity Trusts
Powers of Attorney   Charitable Remainder Trusts
Complex Wills   Charitable Lead Trusts
Pour Over Wills   Qualified Personal Residence Trusts
Revocable Trusts   Private Foundations
Prenuptial Agreements   Family Limited Partnerships or LLCs
Postnuptial Agreements   Private Annuities

Developing an estate planning strategy that best suits your needs starts with one of our Trusts & Estates Practice Group attorneys meeting with you and taking the time to listen to your goals and objectives. We would welcome the opportunity to meet with you and learn more about your planning needs.