Galbraith, PLLC

Galbraith, PLLC

Galbraith, PLLC is a law firm focused on providing creative cutting-edge estate planning, tax planning, domicile planning and business planning advice to business owners and individuals. We also handle probate and trust administration.

Firm Overview

We are a full-service estate planning law office working to provide peace of mind to our clients and their families. We are committed to personal service to each client, using only those legal tools and techniques that suit the individual client's needs, goals and personal situation.

Services provided include legal consultation and the preparation of:

Revocable Living Trusts * Wills * Powers of Attorney * Living Wills * Healthcare Power of Attorney * Life Insurance Trusts * Family Limited Partnerships * Limited Liability Companies * Corporations * Charitable Trusts * Grantor Retained Annuity Trusts * Qualified Personal Residence Trusts * Irrevocable Grantor Trusts * and Other Estate Planning and Tax Planning Strategies

Main Office

Main Office
9045 Strada Stell Court
Suite 106
Naples FL 34109

Phone

(239) 325-2300

Fees

Free Initial Consultation?

$0

Office Information

Office Hours

8:30 am - 5:00 pm

Office Manager

Carina Arias

Other Offices

Indiana Office
5750 Castle Creek Parkway North Drive
Indianapolis

Estate Planning

We work relentlessly to provide our clients the best possible service, quality and value in estate and trust law.

Galbraith, PLLC is a law firm focused exclusively on providing creative cutting-edge estate planning, tax planning, domicile planning and business planning advice to business owners and individuals. At Galbraith, PLLC, our attorneys and staff take the time to learn about our clients, their families, and their goals and concerns. As a result, the estate plans we create are custom- tailored and personalized to be truly meaningful to them.

Probate

What experience or education distinguishes your lawyers from others?

Florida Board Certified in Wills, Trusts and Estates.

What distinguishes your law firm from others?

Our professional philosophy is simple: Take the mystery out of estate, tax, and business planning. We do so by explaining the issues in straightforward language that clients understand. We also discuss how long the process will take, what is required from clients, and when possible, what the total fees will beup front. In sum, we try to make it easy for our clients to accomplish their estate, tax, and business planning goals.

Another important aspect of our firm's philosophy is that we welcome the opportunity to work with our clients' other professional advisors. The best estate, tax, and business plans result from coordinated efforts by attorneys, CPAs, and financial advisors. Through teamwork, we help our clients create comprehensive estate, tax, and business plans that will withstand the test of time.

At Galbraith, PLLC, we are committed to ensuring that our clients and their families have a positive planning experience. In order to accomplish that objective, we attend to every last detail. Most importantly, we implement formal, annual updating procedures to be sure that completed plans remain up-to-date.

Recognized nationally as a premiere estate, tax and business planning law firm, Galbraith, PLLC strives to provide clients with the very best advice and counsel available anywhere. We look forward to working with you and we appreciate the confidence you have shown in Galbraith, PLLC.

Brad A. Galbraith

Galbraith, PLLC

Brad A. Galbraith is the Managing Partner at Galbraith, PLLC's Naples and Indianapolis offices. He earned his B.S. in Accounting from Indiana University, and his J.D. (summa cum laude) from Indiana University School of Law.

Brad began his professional career as a Certified Public Accountant, and maintains an Indiana CPA license. He is admitted to practice law in Indiana and Florida, and is board certified in Wills, Trusts and Estates by The Florida Bar Association.

Brad currently serves as a Director and Treasurer for Hope for Haiti, serves as Trustee for The Community Foundation of Collier County and is the former Director and Vice Chair of Champions of Learning.

License

Bar Number: CP19200045
Indiana, CPA

Bar Number: 0494291
Florida, 2001

Bar Number: 17967-49
Indiana, 1994

Bar Number: 53468
Missouri,

Education

Indiana University School of Law
Juris Doctor, summa cum laude, 1994

Indiana University
Bachelor of Science, Accounting, 1988

John A. Garner

Galbraith, PLLC

John A. Garner is as a partner based out of the firm's Naples office. Mr. Garner has been practicing law in Naples since 1990, and for the 16 years prior to joining Galbraith, PLLC, he was as a principal of the Naples law firm of Sullivan & Garner.

Mr. Garner assists clients in all areas of estate planning, but specializes in planning to maximize the transfer of family wealth through the use of life insurance trusts, charitable trusts, private foundations, family limited partnerships, and generation skipping transfer trusts. With a large population of retired individuals in the Southwest Florida area, Mr. Garner also sees to the special needs of such individuals, particularly when a second marriage is involved, to provide planning to provide that that each spouse's assets pass to his or her heirs through various estate planning tools. Mr. Garner also provides legal services for probate and trust administration in all counties throughout Florida.

Mr. Garner has been practicing law since 1984 and in the Naples area since 1990. In addition to being admitted to practice in the State of Florida, Mr. Garner is also admitted to practice in the states of Indiana and Georgia, and is authorized to practice before the United States Tax Court. Mr. Garner has earned bachelor's degrees in history and accounting from Bellarmine University, a Juris Doctor from the University of Louisville, and a Master of Laws in Taxation from the University of Florida. He is a board member of the Estate Planning Council of Naples.

Mr. Garner has served as the president of Southwest Heritage, Inc. and is currently a member of its Board of Directors. He is also active in the Knights of Columbus and Ducks Unlimited, having served various positions in the local chapters of those organizations, and has supported youth sports locally as a parent, coach, and league officer. Mr. Garner is the past national president of Alpha Delta Gamma National Fraternity, his undergraduate fraternity.

License

Bar Number: 569992
Florida, 1986

Bar Number: 285650
Georgia,

Bar Number: 8484-22
Indiana,

Education

Bellarmine University
Bachelor's Degree,

University of Louisville
Juris Doctor,

University of Florida
Master of Laws in Taxation,

Joanna S. Feltz

Galbraith, PLLC

Joanna S. Feltz concentrates her practice primarily in the areas of estate planning, business succession planning, and estate and trust administration. She guides clients through the process of developing an estate plan and shares the firm's commitment to providing comprehensive, personalized estate planning advice that satisfies clients' goals and objectives.

Joanna has worked extensively in the field of estate planning and administration since 1996. Previously, Joanna was an attorney for an estate planning firm where she counseled clients on their estate planning and postmortem administration needs. Additionally, Joanna speaks frequently to investment professionals, accountants, corporations, charities, and various other public and private organizations on the subject of trusts and estates.

License

Bar Number: 20877-49
Indiana, 1998

Education

Indiana University School of Law
Juris Doctor, 1998

Indiana University
Bachelor of Arts, Political Science, Telecommunications, 1994

Marc Hetzner

Galbraith, PLLC

Marc A. Hetzner is a Partner at Galbraith, PLLC's Indianapolis and Naples offices. Mr. Hetzner is admitted to practice in both Indiana (1983) and Florida (2008), and enjoys representing clients in both states. Marc is also admitted to practice before the U.S. Tax Court (1983). Mr. Hetzner began practicing law in 1983, previously with the Krieg DeVault Alexander & Capehart, an Indianapolis-based law firm.

Mr. Hetzner emphasizes his practice in the areas of estate planning and administration for wealthy clients, many of whom owned substantial closely-held business interests. As partner, Marc will offer a high level experience and knowledge in all areas of estate panning including income and estate tax matters as well as succession, gift, tax and charitable planning strategies.

License

Bar Number: 56023
Florida, 2008

Bar Number: 8340-98
Indiana, 1983

Lisa M. Glenn

Galbraith, PLLC

Lisa M. Glenn is a Partner at Galbraith, PLLC's Indianapolis and Naples offices. She is admitted to practice in both Indiana (2000) and Florida (2009), and she enjoys representing clients in both states. Lisa is also admitted to practice before the U.S. Tax Court. Lisa began her professional career as a Certified Public Accountant, and she gained valuable experience working in the tax department of a large and well-respected Indiana accounting firm. After switching to the practice of law, Lisa represented taxpayers before the Internal Revenue Service, Indiana Department of Revenue and local Indiana taxing authorities, in addition to representing clients in the areas of estate and business planning, and trust and estate administration. Lisa now focuses her entire practice on representing clients in both Indiana and Florida on estate and business succession planning, and trust and estate administration matters.

License

Bar Number: 22363-49
Indiana, 2000

Bar Number: 74765
Florida, 2009

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