Where Today's Plans...Become Tomorrow's Legacy
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. Example cases Advanced Estate Planning strategies designed to significantly to reduce state taxes. Protect family's wealth from taxation and creditor issues.
2235 Venetian Court
Naples FL 34109
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.
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.
It ranges from $150 to $550 depending on complexity.
Monday through Friday 8:30 a.m. to 5:00 p.m.
I like assisting individuals as opposed to corporations; it is personally rewarding.
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.
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.
It depends on the client's situation.
Being involved in Charitable Boards and Community Activities provides me with experience, perspective, and gratification.
Quality, empathy and commitment.Personal interests:
Family, golf, karate, and good food and wine.
Bar Number: 0618640
University of Miami School of Law
Juris Doctorate, 1986
University of Florida School of Law Graduate Tax Program
LL.M. Masters of Tax Law, 1988
* 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.