I established my firm in 2004.
My exclusive focus is on estate planning, trust and estate matters and guardianships. I have been a solo practitioner since 2003. I limit my case load to clients I can adequately service.
I resolved brother-sister dispute over administration of mother's estate with parties speaking to each other afterwards.
2069 First Street
Fort Myers FL 33901
Yes, I offer free initial consultation for 1 hour.
I do have fixed fees for Summary Administrations, which is $1,200 + costs.
Monday through Friday
8:00 a.m. to 5:00 p.m.
I enjoy working with people, particularly on matters that are important to them. Additionally, I believe that we as Americans pay too much in taxes and if I can help a client avoid paying a tax (remember tax avoidance is lawful, but tax evasion isn't) I have really done a service for my client.
I am thrilled when clients come to me with some level of education of the law and/or the process. Most often the clients have a basic understanding, but if a new client has not had any familiarity with the estate planning process I send them a memorandum written by me concerning basic estate planning documents and concepts. This provides a basis for the client and makes our initial consultation more productive. After the initial consultation, it is my responsibility, however, to make sure that the client fully understands and that the plan or process is suitable to the individual client.
I will review simple wills prepared by clients. In some instances, client-prepared documents only require minor modifications to strengthen them. In other instances, I find it is more cost-effective to prepare new documents rather than engage in costly, time-consuming revisions. I will occasionally review documents drafted by other attorneys. Under either circumstance, I will question the client to determine if the documents are adequate to accomplish the client's goals.
Some of my business clients and some of my trust administration clients have the time, interest, and ability to handle certain legal tasks and I am delighted to assist those clients in these matters. Given the complexity of estate planning and many probate matters, I never counsel those clients to represent themselves. What was the old saying about "only a fool...?"
I was a career US Army Officer on active duty for 12 years, afterwards I continued to serve in the reserves. After graduation from the LLM taxation program I worked for a boutique estate planning firm here in Lee County Florida.
My overseas experience as an Officer in the US Army taught me how to deal with a wide variety of people and how to remain focused on cost-effective project completion.
I am intelligent, conscientious, and practical. I need to get to know my client but I like to be efficient at the same time.Personal interests:
I am an avid outdoorsman. I read quite a bit both for my profession & personally.
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.