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Estate, Trust and Elder Care Planning

Estate, Trust and Elder Care Planning

Experienced Estate Planning Lawyers in Florida

Many of our clients have complex business and family ownership interests worldwide and need an attentive focus on issues aimed at minimizing taxation at all levels.

Through strategic estate planning, it is possible to protect your assets, minimize your tax exposure, and ensure that your precise wishes for the future will be accomplished. Achieving those goals requires attentive focus. At Rogers Towers, we give each client the time and attention necessary implement the most tax advantaged plan that our clients deserve. 

Our Estate and Trust Department constantly monitors the latest developments in both tax and non-tax laws so that we can assess how they might impact our clients. In particular, we assist closely held business owners — as well as individuals with high net worth — by anticipating their future needs and developing a plan focused on accomplishing their goals.

How Florida Estate Planning Lawyers Can Help You, Your Business, and Family

We routinely advise our clients on the income, gift, estate, and generation-skipping transfer tax consequences of their proposed transactions. We marshal and deploy the full resources of our firm to develop and implement effective strategies to carry out the plans adopted by our clients.

Our mission is to consider every angle, anticipate every contingency, and give you the benefit of our substantial legal experience in this area.The talented attorneys in our Estate and Trusts Department know how to develop sound plans for asset protection and multigenerational business succession.

Beyond that, we also offer counsel on wealth transfer planning techniques like:Lifetime gift programs, including multigenerational planning

  • Charitable planning, including charitable lead and remainder trusts
  • Private foundations and other charitable organizations
  • Life insurance planning, including irrevocable life insurance trusts
  • Dynasty trusts
  • Family Limited Partnerships and Limited Liability Companies (LLCs)
  • Grantor Retained Annuity Trusts (GRATs) and Lead Trusts
  • Stockholder agreements for family business continuity
  • And much more

Florida Elder Law: Peace of Mind for You and Your Aging Parents

Our Estates and Trusts Practice also includes Elder Care Planning, an area of law that allows us to protect your loved ones’ dignity, independence, and security as they age with grace.

If your loved ones are in need of personal care, we can work with you to create a custom care plan that makes sense in your family and financial contexts.

When necessary, we represent beneficiaries and fiduciaries in court and mediation to settle disputes arising during an administration of a trust or estate.

Our services include:

  • Probate and trust administration (including litigation)
  • Special needs trusts
  • Elder care and Medicaid planning
  • Disability planning
  • Guardianship administration and dispute resolution
  • Durable powers of attorney and advance directives
  • Assisted living issues (e.g. nursing homes, skilled nursing care, dementia care, etc.)
  • And more

Smart estate planning can have such a profound impact on your future — and even on your family’s health and wellbeing. We encourage you to seek sound legal counsel as soon as possible. 

Contact Our Experienced Florida Estate, Trust and Elder Care Planning Attorneys