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Edward E. Wollman
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Edward E. Wollman
Wollman Gehrke & Solomon, P.A.
5129 Castello Drive
Suite 1
Naples, FL 34103
Phone: (239) 435-1533 | Fax: (239) 435-1433
http://www.probate-florida.com
Where Today's Plans...Become Tomorrow's Legacy
Legal Topic
Wills, Trusts & Estates
Preferred New Clients
Probate, Administration, and Estate Planning.
Sub-Categories
Wills, Trusts & Estates
- Gay, Lesbian, Bisexual, Transsexual, Transgender (LGBT) Rights
- Life Insurance
- Estate Taxes & Gift Taxes
- Income Taxes
- Power of Attorney
- Tax Planning
- Charitable Giving
- Charitable Trusts
- Drafting Trusts
- Drafting Wills
- Estate Administration
- Estate Planning
- Living Trusts
- Living Wills
- Probate
- Asset Protection
- Guardianship
- Power of Attorney
- Business Succession Planning
- Special Needs Trust
- Supplemental Needs Trust
- Revocable Trust & Irrevocable Trust
Legal Topic
Real Estate
Preferred New Clients
Residential Closings and Title Insurance.
Sub-Categories
Commercial Real Estate
- Buying & Selling
- Conveyancing
- Title Insurance
- Buying & Selling
- Condominiums & Cooperatives
- Conveyancing
- Homeowners' Associations
- Renting & Leasing
- Title Insurance
Bar Admissions
FL, Dec 1986
Bar Number: 0618640
Specialty Certifications
Board Certified in Wills, Trusts & Estates.
Other Court Admissions
Information coming soon.
Association Memberships
Past President of the Society of Financial Services Professionals, formally Society of CLU/ChFC, past President and member of the Board of Directors of the International Association for Financial Planners, past President, member of the Board of Directors of the Naples Council on Planned Giving, past member of the Board of Directors of The Forum Club, member of the Forum Club, past member of the Board of Directors of the American Cancer Society, member of the Bonita Springs Speakers Assembly.
Member of the Board of Directors for Avow Hospice, Past Chairman of the Board for Avow Hospice, formerly Hospice of Naples, Inc., member, Board of Directors of the Naples Art Association, member of the Professional Advisor Council for the Community Foundation of Collier County, member of the Advisory Board for Parkinson Association of Southwest Florida, Inc., member of the Planned Giving Committee of Naples Community Hospital, past member of the Board of Directors for Sunrise Children's Foundation and past member of the Board of Directors of the American Cancer Society.
Member of the Estate Planning Council of Naples, Inc., the National Academy of Elder Law Attorneys, and the Real Property, Probate and Trust Law Section of the American, Florida and Collier County Bar Association.
Past Chairman of the Trusts and Estates Section of the Collier County Bar Association and the Trust and Estates Editor of the Adverse Witness, a publication of the Bar.
Past Florida Representative to the American Bar Association Committee on Significant Current Probate and Trust Legislation of the ABA Section of Real Property, Probate and Trust Law.
Continuing Education
I attend local, state and national seminars and always exceed the required number of continuing legal credits.
Papers and Publications
To review our online articles, please see our website.
Example Cases
Advanced Estate Planning strategies designed to significantly to reduce state taxes.
Protect family's wealth from taxation and creditor issues.
Education
Degree:
Juris Doctorate
School:
University of Miami School of Law
City:
Miami
State:
FL
Year:
1986
Degree:
LL.M. Masters of Tax Law
School:
University of Florida School of Law Graduate Tax Program
City:
Gainesville
State:
FL
Year:
1988
Number of Attorneys
4
State Licensed In
Florida, Indiana, Tennessee, New York, and Connecticut.
Firm Focus and History
Estate Planning, Trust and Probate Administration, Elder Law, Charitable Giving and Real Estate.
A Boutique Estate Planning Firm, Established in 1994 which expanded to handle Real Estate Law.
Previous Employment Summary
- Peat Marwick/KPMG accounting firm for two years
- Baker and Hostetler for two years
- Cummings and Lockwood a year and a half
- Head of estate planning at Paulich, O'Hara & Slack
Activities and Awards
Board Certified Wills, Trusts and Estates.
Selected to Super Lawyers in 2007, 2008 and 2009.
What is your opinion regarding clients educating themselves on legal issues?
A little knowledge is dangerous - which makes it essential that you work with qualified and personable professionals that you feel will take care of your family when it is necessary.
Are you willing to review documents prepared by clients?
I am willing to do so on an hourly basis, but it is often more efficient and cost-effective to work with an attorney throughout the entire process.
Are you willing to coach clients who want to represent themselves?
It depends on the client's situation.
Why did you decide to be a lawyer?
To help clients resolve problems and protect their family's legacies. I was very influenced by my ancestors who were pioneers in the legal and financial fields.
What work experience and education helps you be a better lawyer?
Being involved in Charitable Boards and Community Activities provides me with experience, perspective, and gratification.
Why did you decide on your primary area of practice?
I like assisting individuals as opposed to corporations; it is personally rewarding.
What do you like best about your career?
Seeing plans come to fruition and resolving emergent problems, especially in transitional times.
Tell us about your law firm:
We have the quality of a large firm with the warmth and personal touch of a small boutique firm. We have wonderful staff and little turnover. Our average employee has at least over 7 years experience with our firm alone.
What are your strengths and style?
Quality, empathy and commitment.
Personal Interests:
Family, golf, karate, and good food and wine.
Office Manager/Assistant
Gail Dunnavant
Fax
(239) 435-1433
Office Hours
Monday through Friday
8:30 a.m. to 5:00 p.m.
Emergency After Hours
Yes
Foreign Languages
Spanish
Additional Offices
Bonita Springs, FL
3501 Bonita Bay Blvd.
Suite 3
Bonita Springs, FL 34134
(239) 435-1533
Fixed-Price Services and Fees
Fixed-fee or hourly rate; whichever fits the client's needs, dependent upon the complexity of the matter which is determined at the commencement of representation.
Hourly Rates
It ranges from $205 to $425.
Free Initial Consultation?
With an initial appointment (with the intention of estate planning documents), there is no charge for the first appointment. This is followed up by an engagement letter requesting a retainer at that time. The first appointment takes approximately one hour. Elder Law cases are usually based on an hourly rate which varies.
Typical Retainer
Our retainer is 50% of the projected minimum fee.
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.
