Trusts & Estates

Our attorneys assist clients with advice in the areas of estate planning, tax planning, charitable planning, trust and estate administration, and trust and estate litigation. The firm represents high-net-worth clients, entrepreneurs, owners of closely held businesses and clients who require the most sophisticated legal strategies.  Led by lawyers Frank J. “Sandy” Rief, III, Donna L. Longhouse and Greg A. Richards, Jr., our attorneys have more than 100 years of experience handling trusts and estates matters for clients throughout Florida.

Our estate planning services cover all client needs including:

  • Document Drafting
    Asset Protection
    Wealth Preservation
    Premarital Planning
    Efficient & Effective Asset Transfers at Death and Probate Avoidance

  • Advance Directive Planning
    Qualified Plan Transfer Advice
    Business Succession Planning
    Guardianship for Minors and Adults
    Income, Gift, Estate and Generation Skipping Tax Planning

The group’s attorneys work closely with clients to determine how to best incorporate their personal wishes into an effective estate plan. To do so, our lawyers thoroughly analyze our client’s family and asset information to strategize the best means of implementing the client’s plan with a minimum of administrative and tax consequences. Our attorneys can help you develop a plan that works for you and your family.

Our Trusts and Estates attorneys also have decades of experience assisting in the administration of trusts and estates ranging from just the family Homestead and personal effects to multiple millions of complex investment, businesses, real estate and tangible personal property assets. Our attorneys, have also assisted fiduciaries in preparation and filing of fiduciary income, gift, estate, and generation-skipping tax returns, and audit of those returns. From time to time, our attorneys are asked to serve as fiduciaries, acting as the Trustee of a client’s trust or the Personal Representative of his or her estate. Our Litigation attorneys are available and are frequently involved to resolve any disputes arising in connection with administration of trusts and estates.

Call one of our attorneys today at (813) 223-5351 to schedule an initial consultation. From its office in Tampa, the firm represents clients throughout Florida.