Trusts and Estates
Florida trusts and estates attorneys helping you plan
Whether you are planning the care or support of loved ones upon your death or wrangling with the probate process while mourning the loss of a loved one, the attorneys at Joseph R. Kalish, P.A. can help. We assist with all aspects of trusts and estates issues, including:
- Estate planning
- Estate taxes
- Executorship duties
- Living wills
- Living trusts
- Probate and will disputes
- Wills drafting and execution
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. When devising an estate plan, we consider how best to protect your children, support your loved ones and contribute to the charitable causes that are special to you.
We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting your personal philanthropic causes and protecting your loved ones. We can draft a will that reflects your desires and establish living trusts if would serve your individual needs and your estate planning goals.
We understand that the process of probate follows a time of painful emotional loss. Out knowledgeable, meticulous probate attorneys can ease the stress of probating the estate.
We assist executors in all steps of the complex process of probating a will in Florida probate court, including:
- Creating a plan of action to probate the estate fairly and expeditiously
- Filing the will with the Florida probate court
- Closing and opening bank accounts
- Transferring assets from the deceased to the estate
- Paying taxes and other debts
- Locating beneficiaries
- Hiring professional expert when necessary
The stress of a probate dispute can compound the pain of losing a loved one. When disputes arise, our attorneys’ maintain a composed courtroom demeanor. This helps calm the emotionally-charged process of challenging an invalid will or defending a valid will against erroneous claims made by unhappy beneficiaries. If you choose to preserve amiable family relationships, our attorneys can skillfully mediate disputes to reach just, equitable resolutions with your loved ones. When necessary, we assertively defend your beneficiary rights within the Florida probate court.