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Daniel Endrizal
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Daniel Endrizal
Daniel J. Endrizal P.A.
1533 Hendry St.
Suite 303
Fort Myers, FL 33901
Phone: (239) 728-8555 | Fax: (239) 337-1466
http://www.endrizallaw.com/
Comprehensive Representation
Legal Topic
Wills, Trusts & Estates
Preferred New Clients
ESTATE PLANNING: I prepare estate planning documents for individuals with modest to large estates. I also prepare documents required in special cases such as for an incapacitated person. My clients recognize the importance of estate planning, appreciate my personalized service, and benefit from my attention to detail.
PROBATE: I handle Probates throughout Florida and I expedite the process when permitted by law. Clients select me due to my experience and efficiency.
TRUST ADMINISTRATION: I provide legal counsel to the trustee. My clients range from people who require occasional assistance to people that desire assistance with the entire process.
Sub-Categories
Taxes
- Estate Taxes & Gift Taxes
- Tax Planning
- Drafting Trusts
- Drafting Wills
- Estate Administration
- Estate Planning
- Living Trusts
- Living Wills
- Probate
- Asset Protection
- Guardianship
- Power of Attorney
- Special Needs Trust
- Supplemental Needs Trust
- Revocable Trust & Irrevocable Trust
Bar Admissions
FL, Sep 2000
Bar Number: 300860
Other Court Admissions
District of Columbia Court of Appeals, 2001 United State Tax Court, 2002 Supreme Court of the United States 2003.
Association Memberships
Florida Bar Association, Lee County Bar association Florida Guardianship Association, South West Florida Estate Planning Association.
Continuing Education
I attend continuing legal education seminars on the topics of probate, trust law, guardianships & estate planning. Additionally, I perform pro bono work for Florida rural legal services. I always exceed the required amount of continuing education hours.
Example Cases
I resolved brother-sister dispute over administration of mother's estate with parties speaking to each other afterwards.
Education
Degree:
LL.M. Taxation
School:
University of Miami School of Law
City:
Miami
State:
FL
Year:
2001
Degree:
B.S. - Business Management
School:
University of Toledo
City:
Toledo
State:
OH
Year:
1984
Honors:
Received a Regular Army Commission as a 2nd Lieutenant, Distinguished Military Graduate.
Degree:
Juris Doctor
School:
St. Thomas School of Law
City:
Miami
State:
FL
Year:
1999
Number of Attorneys
1
State Licensed In
Florida, Washington D.C.
Firm Focus and History
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.
Previous Employment Summary
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.
Activities and Awards
CV-Rated by Martindale-Hubbell; Pro Bono work for Florida Rural Legal Services.
What is your opinion regarding clients educating themselves on legal issues?
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.
Are you willing to review documents prepared by clients?
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.
Are you willing to coach clients who want to represent themselves?
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...?"
Why did you decide to be a lawyer?
I was a career Army Officer with 12 years of active duty status when I decided to return to the reserve forces and attend law school and pursue a legal career. Although I left active duty, I continued to serve as a reservist. I enjoy working with people. A legal career was a natural fit with my personality.
What work experience and education helps you be a better lawyer?
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.
Why did you decide on your primary area of practice?
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.
What do you like best about your career?
I really enjoy the creative partnership with my clients as we work together on their legal projects.
Tell us about your law firm:
No one can be an expert on everything. I have developed a network of accountants, attorneys, realtors, and other professionals whom I rely on to help me provide cost-effective services to my clients.
What are your strengths and style?
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.
Fax
(239) 337-1466
Office Hours
Monday through Friday
8:00 a.m. to 5:00 p.m.
Emergency After Hours
No
Foreign Languages
Spanish
Fixed-Price Services and Fees
I do have fixed fees for Summary Administrations, which is $1,200 + costs.
Hourly Rates
$225.
Free Initial Consultation?
Yes, I offer free initial consultation for 1 hour.
Typical Retainer
For Probate & Guardianship matters, $2500. No retainer for estate planning.
Nolo's Licensing Check
Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the applicable bar associations upon joining the directory.
Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any bar association.
