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Practice Areas

Estate Planning

Last Will and Testament • Living Revocable Trust • Designation of Health Care Surrogate • HIPAA Release Form • Living Will • Durable Powers of Attorney • Appointment of Agent to Control Disposition of Remains • Warranty, Quit Claim and Trustee’s Deeds

Advanced Estate Planning

The Continuing Underage Child Trust • The Continuing Grandchildren's Educational Trust • The Continuing Special Needs Trust • The Qualified Terminable Interest Property Trust (Q-Tip Election) • The Discretionary Trust • Family Limited Partnerships (FLPs) • Limited Liability Companies (LLCs) • Irrevocable Life Insurance Trust (ILIT) • Medicaid Income Qualifying Trust (MIQT) • Personal Services Contract • Asset Protection • Estate Tax Law

Estate Litigation

Will Contests and Trust Contests • Representing Beneficiaries and Interested Parties • Breach of Fiduciary Duty • Disputes between a Personal Representative or Trustee and a Beneficiary • Disputes between Co-Personal Representatives or Co-Trustees • Surviving Spouse’s Rights - Elective Share • Joint Accounts • Pursuing and Defending Legal Actions

Estate Administration

Probate Administration • Trust Administration

Nursing Home Medicaid Planning

Qualification Requirements • Asset Transfer Look-Back Period • Medicaid Income Qualifying Trust (MIQT) • Personal Services Contract (PSC)

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181 NE Eglin Parkway , Ft. Walton Beach, FL 32548 | Phone: (850) 244-8989
508 E. Government Street , Pensacola, FL 32502 | Phone: (850) 434-6090
1240 W. 23rd Street , Panama City, FL 32405 | Phone: (850) 235-8030
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