A Respected Estate Planning and Business Law Firm.
Experienced legal representation for individuals and businesses in Ocala, Florida:
For more than 25 years, I have provided results-oriented and cost-effective legal solutions for my clients. I founded my estate planning and business law firm Jeffrey L. Sauey, P.A. to continue my advocacy for individuals and businesses in Ocala in the following areas:
-Wills, trusts, estates and probate
I never lose sight of your interests and work hard to favorably resolve your legal matters. Whether representing individuals or business clients, my goal is to help you achieve your objectives.
I safeguard my clients as they navigate a challenging and ever-changing business environment. I help clients achieve goals - whether creating a will or trust, dealing with the death of a loved one, forming a business, settling a contract dispute or facing tax issues. Time is always taken to make sure you understand all of your options regarding your legal issues so you can make the best decisions.
Every detail of your representation is attended to by me, from your initial consultation until the signing of your documents or the resolution of your legal matter.
The value the number of referrals I receive from fellow lawyers and satisfied former clients. It has always been my goal to maintain a reputable law firm that is ready to provide you with comprehensive, quality legal representation.
Successfully serving clients in Central Florida
Jeffrey L. Sauey, P.A. represents individuals and businesses in the City of Ocala, as well as in the Counties of Marion, Lake, Sumter, Citrus and Hernando Counties in Florida.
1721 Southeast 16th Avenue, Suite 101
Ocala, FL 34471
Experienced Florida Wills, Trusts and Estates Attorney.
Ocala attorney protecting your assets and your family
With over 25 years of experience, I possess in-depth knowledge about all aspects of wills, trusts, estate and probate issues, including:
-Estate tax issues
-Gift tax planning
-Last will and testament
-Durable powers of attorney
-Probate and will disputes
-Wills drafting and execution
I thoroughly analyze your estate and advise you on the best approach to your estate planning. I help you strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, supporting personal philanthropic causes, and protecting your loved ones. Seek advice from me, estate and probate attorney Jeffrey L. Sauey.
Drafting your last will and testament:
A will is essential at every stage of your life. Your will provides you with the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to somebody besides a blood relative, such as a domestic partner, friend or charity. If you die without a will, the court will determine how your property is distributed, who cares for your children and even what happens to your beloved pet - decisions that might not reflect your desires. I can draft a valid will that ensures your intentions are honored.
I help people create trusts to ensure their assets are properly managed and held for the future use of their family members or designated beneficiaries. The assets held by a trust can be used to pay for necessary medical, educational and health-related expenses for the trust's beneficiaries. Because a trust is designed to exist for a certain period of time, the courts require that a trustee is chosen to administer and be responsible for the management of the trust. Trusts may be included in your will or as a separate legal entity. Sometimes trusts are used to avoid the probate process or to minimize estate and income taxes.
The Process of Probate
Probate typically accompanies a situation involving painful emotional loss. I work with executors and beneficiaries to ease the stress of probating the estate. Most executors have never probated a will and know little about their responsibilities. I can guide you through the complex probate process, including:
-Filing the will with the Florida probate court
-Developing the best strategy for fairly and expeditiously probating the estate
-Finding and collecting assets
-Closing and opening bank accounts
-Transferring assets from the deceased to the estate
-Paying estate taxes
-Valuing, managing, preserving, and liquidating the estate
-Hiring experts, when appropriate
Effective Florida Estate Planning and Business Lawyer
Admitted to Practice:
-University of Florida, J.D. with honors, 1985
-Florida State University, B.S., summa cum laude, 1982
Board Certified Tax Lawyer by the Florida Bar Board of Legal Specialization and Education
-Marion County Bar Association: Probate and Guardianship Committee
-The Florida Bar: Tax Section; Real Property, Probate and Trust Law Section
-Estate Planning Council of Marion County, Florida
-Past President of the Estate Planning Council of Marion County, Florida 2000-2001
-Former Member of the Board of Directors and Executive Committee of the United Way of Marion County
Areas of Practice:
University of Florida
Juris Doctorate, with honors, 1985