Estate Planning, Probate & Guardianship

Some large law firms call themselves “full service.” They have a large number of attorneys and many practice areas. Some solo attorneys also call themselves “full service.” Many of them use that term because they think it sounds impressive – or they practice what’s known as “door law,” meaning they take anything that walks in the door. You’ll see on their websites that they practice “personal injury, bankruptcy, and estate planning.”

We only do one thing.

Well, that’s not true. We do many things – but they’re all tied into helping families in South Florida protect themselves and the people they love from the two things nobody can schedule: death and incapacity. Both attorneys work directly with clients — no intake staff, no hand-off to an associate. Here is everything we do.

Planning Ahead

Estate Planning

The core documents everyone needs, tailored to your family: a Last Will and Testament, Durable Power of Attorney, Designation of Health Care Surrogate, Living Will, and – in some but not all cases – a Revocable Living Trust. The first step to avoiding intestacy and guardianship.

Last Will and Testament

What a Florida will does, what it does not control, and the execution formalities that decide whether it holds up.

Irrevocable Trusts

Trusts designed for tax savings, asset protection, and long-term control – and what “irrevocable” actually means in Florida.

Planning for Minor Children

Naming guardians, structuring inheritances so children do not receive money outright, and pre-need designations for parents.

Special Needs Planning

Special needs trusts that hold assets for a disabled loved one without cutting off Medicaid, SSI, or other government benefits.

Wealth Preservation & Asset Protection

Florida homestead, LLCs, family partnerships, and irrevocable trusts – structured so your assets are protected from others, and your beneficiaries are protected from themselves. David spent seven years at the IRS in Washington, DC and holds an LL.M. in Estate Planning from the University of Miami.

Business Planning

Entity formation and succession planning so the business you built survives its founder.

After a Death

Probate

Florida formal and summary administration – gathering assets, dealing with creditors, and getting what remains to the right people. We handle probate statewide, including for out-of-state families with Florida property.

Trust Administration

What a successor trustee must actually do after a death: notices, accountings, creditor issues, and distributions – done correctly, so the trustee is protected too.