Practice Areas

Coral Gables, Miami & South Florida Estate Planning Law Firm

“Proper estate planning will give you the peace of mind that only comes with knowing that your legacy will be protected and your personal wishes fulfilled.” — Brian C. Perlin

Scroll down to read more and click on each for more information.

Probate & Estate Administration

Probate and estate administration are the processes through which estate assets are transferred after death. Assets to be transferred under terms of a will go through probate. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will.
Learn more about Probate and Estate Administration.

Fundamental Estate Planning

Learn about wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.
Learn more about the Estate Planning process.

Long-Term Care/ Medicaid

Elder law is another aspect of estate planning, focusing primarily on the needs of seniors. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medicaid.
Learn more about Long-Term Care and Medicaid.

Asset Protection

Asset protection planning is designed to shield assets against risks posed by lawsuits, potential creditors, or pending bankruptcy. Asset protection is especially important for professionals and business owners whose personal assets may be at risk in the state of Florida.
Find out how I can help you protect your assets today.

Estate Tax Planning

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person’s assets after death. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning.
Learn more about Gift Taxes and Estate Tax Planning.

Business Succession Planning

A family business that took decades to build can be destroyed overnight; the retirement, disability or death of a family business owner (or a key employee) can ultimately cause a family business to shut its doors. Unfortunately, most family businesses fail upon transferring their ownership without careful coordination of financial and estate plans.
Learn more about how I can help you preserve your small business.

Special Needs Planning

Special Needs Estate Planning focuses on providing for the special needs of people with disabilities. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children.
Learn more about Special Needs Estate Planning and Trusts.

Charitable Planning

We encourage and assist giving to charitable causes, by employing tax-advantaged strategies that maximize your gifts.
Learn more about Charitable Giving Strategies.

Veterans Benefits

“Aid & Attendance” and “Housebound” are special Veterans Programs designed to help veterans and their surviving spouses receive the financial support necessary to ensure continuing care in their own home, in an assisted living facility, or in a nursing home setting. Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
Learn more about VA Benefits including Aid & Attendance.

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