About Our Firm
We attribute our success to the understanding that the practice of Law is a service industry. We take the time to listen to you and understand your family, business, tax, and legal situation. Then we analyze your matter and provide you with options, as well as an explanation of the advantages and disadvantages of each option on both a personal and business level.
We have the keen ability to see the big picture and to keep your bottom line in mind when advising and representing you. When you retain our firm, you will not get relegated to a paralegal and paralegals never draft any legal documents. You will always work with a partner in our firm because in law as in life, experience and qualifications matter.
We are Qualified
We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
Actually, we are over-qualified. Two or our attorneys are Certified Public Accountants (CPA) and two of our attorneys also earned the Masters in Law (LLM) degree in Taxation after finishing their Juris Doctor. One of our attorneys is certified expert in estate planning, trust, and probate law by the Florida Bar and rated “AV” by the Martindale-Hubbell Law Directory (the highest rating of skill and ethics). Several of our attorneys have been designated “Super Lawyers,” Super Lawyers Rising Star in the areas of Estate Planning which is a designation only awarded to the top 2.5% of attorneys in the area as selected by their peers. We are one firm, but we have many solutions – and we always put our client’s first.
We are Different
It’s just this simple; we are different.
We do things differently. Our unique approach, plain English advice, and fixed fee arrangements set us apart from other lawyers you have worked with in the past. Let us prove it to you.
We get to know you and your family, really.
All lawyers’ estate planning questionnaires ask about family members and assets – but we dive deeper. The more we know and understand about your family the better. We know that being a “counselor at law” is much more than simply giving legal and tax advice – it is only after we understand your family’s circumstances and dynamics that we can devise a plan to deal with those issues in a tax-efficient way. We have many years of experience dealing with difficulties created by multi-generational planning and we are not afraid to ask you the hard questions. This is possibly the most important aspect of our job.
Do you want to make sure that assets you leave to your spouse or children are protected from claims of creditors or future ex-spouses in case of divorce? Do you have difficulties in creating a workable family business succession plan? Do you want to know how you can keep your children or grandchildren from becoming entitled trust fund babies? We will provide you with the tools to examine the sensitive aspects of your family’s dynamics so you can make the best decisions for your family.
Our clients walk out of our offices with the secure feeling that they are transmitting not their just assets, but also their legacy and values to their children and other family members.
We also take a proactive approach to communications. If there are any new laws that may affect your plan, you can expect a call from us. In addition, we will contact you every few years to see if anything in your family has changed and we will waive the planning fee to come meet with us if it has.
We speak in Plain English
We know there is nothing more frustrating than listening to the pretentiousness of a lawyer attempting to make themselves look better, smarter, and wiser; or feeling too confused or embarrassed to even ask a question. Estate planning legalese works well in law school, but in the real world – not so much.
We will speak to you in plain English and won’t try to confuse you with legalese or tax jargon. We meet with clients who want answers – the plain and simple truth about estate planning, wills, and trusts. Sure, there are sometimes some complex concepts to discuss – but we try our best to break them down in a simple, uncomplicated fashion. We welcome questions and we are known to draw and explain alternatives on a large whiteboard in our conference room so our clients can better visualize their plans.
It is fundamentally important to us that our clients understand their plan and be absolutely comfortable with what we are putting in place for them.
In every case we can, we have done away with the “billable hour.” Before we go to work on drafting an estate plan, you will know exactly how much you are going to pay. We work on a client case basis, rather than by the hour. You will know exactly what our fee is and when it’s payable. No surprises. We want you to be able to discuss what’s important to you without ever thinking: “this question is going to cost me $100.”
We will meet with you and learn about your unique situation – only then can we propose a plan that makes sense. We will explain your options in plain English and once you have decided on a course of action, we will give you the fixed fee. We welcome the opportunity to serve as your guide, counselor, and confident as you commence on planning for your family’s legacy.
Ready To Learn More?
Schedule a free consultation today with one of our attorneys.