Summerfield Elder Law Lawyers

Serving Belleview, Summerfield, Lady Lake, Oxford and The Villages since 1997. Handling estate planning including Wills, Trusts, Living Wills, Powers of Attorney and Health Care Proxies. Handling Probate matters including Will Contests.

Katherine Barski is an associate attorney with the Central Florida law firm of Bogin, Munns & Munns. Her primary areas of practice are Estate planning, Probate, Litigation, Elder Law, and Real Estate. She received her M.B.A. from Nova Southeastern University (1993) and her J.D. from Loyola University New Orleans School of Law (1996). Ms. Barski has held the distinction of SuperLawyer since 2016.

Before becoming an attorney, I spent 7 years in the insurance and financial services industry. I became frustrated with the fact my “client” was not the person I was selling insurance or financial services to but was instead the company for which I worked. I decided to become a lawyer because the client – the person I represent – is the one to whom I owe my loyalty. From the moment I entered law school I knew I wanted to practice estate planning and related areas of law because they were directly related to my prior work experience;...

Daniel Wehking is a native Floridian. He grew up in Miami, Florida where he attended Marine and Science Technology Academy, a prestigious marine science themed public magnet school near Key Biscayne. Before earning his bachelors degree, Daniel worked taking care of dolphins at the Miami Seaquarium and monkeys at the Monkey Jungle. Daniel earned his Bachelor of Science from Florida State University in Tallahassee, FL. He went on to earn his Juris Doctorate from Rutgers University School of Law in Camden, New Jersey. While at Rutgers, Daniel was the recipient of a Dean Merit Scholarship. Upon his return to Florida, Daniel worked...

Adam S. Towers is a shareholder with the Central Florida law firm of Bogin, Munns & Munns. In 2007, he was the founding attorney at the firm's Gainesville office.

Adam S. Towers specializes in Business Law, Commercial Litigation, Real Estate, Civil Litigation, and Estate Planning & Probate. Since 2001, he has handled a wide variety of cases such as insurance claims, eminent domain, contract disputes, code enforcement, and residential evictions & foreclosures.

He belongs to both the Florida and the California bars, and received his J.D. from California's University of the Pacific. He is on the Board of Directors...

Samantha’s primary practice includes Estate Planning, Probate, Guardianship, and Elder Law. Her clients range from young individuals to seniors and their caregivers. She represents individuals in all forms of Probate and Guardianship proceedings and has drafted hundreds of documents to meet her client’s estate planning goals. Additionally, Samantha works one on one with clients to plan for and defray the cost of long term care. Samantha was born and raised in Ocala, Florida. She attended Florida State University then attended Florida Coastal School of Law from which she obtained her Juris Doctorate. Samantha is active in the...

I am a Board Certified Elder Law attorney practicing primarily in the areas of Estate Planning, Medicaid Asset Protection, Probate, Guardianship, Family Law, and Bankruptcy. These are all areas which affect senior citizens. I have 3 locations to best serve my clients: The Villages, Orlando, and Volusia County, FL

Peggy is a founding partner of The Law Offices of Hoyt & Bryan, a family wealth and legacy planning law firm specializing in wills, trusts and estates and elder law. She is a three-time Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993. Her passion is her pets - all of them - including 4 horses, 6 dogs and 2 cats! She enjoys long distance trail riding on Heaven and Vogue. Peggy practices in the areas of family wealth and legacy counselling, including trust and estate planning...

David Pilcher is an attorney for the Central Florida law firm of Bogin, Munns & Munns. He specializes in Estate Planning, Probate & Trust Administration, Guardianship, Business Entity Formation, Business Law, Commercial Litigation, and Civil Litigation.

He is a native to Florida, born in Orlando and raised in Sanford. He attended Brigham Young University on a full academic scholarship, receiving his B.S degree in Computer Science.

He worked for large companies including IBM before deciding on a career in law. David Pilcher returned to Brigham Young University (once again on scholarship) to its J. Reuben Clark Law School...

Providing expectional service to discerning clients in Central Florida for over 25 years in probate and estate planning matters, Astrid de Parry has extensive civil trial practice experience representing a broad range of interests. Upon graduating from Cornell University Law School in 1977, Ms. de Parry served as Assistant University Counsel for Cornell University from 1977 to 1980. Thereafter, she served as General Counsel for the University of Alaska Statewide System of Higher Education from 1980 to 1985. After moving to Florida in 1985, Astrid de Parry went to work for a large law firm in Orlando, focusing on...

S.I. "Sandy" Valbh is an Of Counsel attorney for the Central Florida law firm of Bogin, Munns & Munns. He practices Business Law, Estate Planning & Probate Law, Tax Law, Civil Litigation, and Commercial Litigation.

He received his B.S. from Florida State University, double-majoring in Finance and Accounting (1994). He earned his J.D. from Drake University College of Law (graduating With Honors in 1997) and his LL.M. from the Georgetown University Law Center (graduating With Distinction in 1998).

Mr. Valbh assists with Estate and Trust Administration, Business and Commercial Transactions, Corporate and Partnership Tax Planning, and representation before the Internal...

Clay was born and raised in Orlando, Florida. He received his Bachelor of Science from Florida State University in Tallahassee, Florida in 2010. He then worked in the Orlando area and began law school the next year at Florida Agricultural and Mechanical University in Orlando where he received his Juris Doctorate degree in 2014. He enjoys learning about the world around him and spending time doing outdoor activities. Coming from a large family, he is very passionate about helping others through his legal services.

Florida Probate Attorney: Though my practice areas include estate planning and real estate work, my practice has become largely focused on Florida Probate cases. My firm's flagship website is http://www.WeProbateFlorida.com where many if not most of our clients start. Prior to opening my doors in the greater Orlando area, I was associate counsel at Rarick & Associates, P.A., the leading estate planning firm in Miami Lakes, Florida. I also clerked for Becker & Poliakoff, P.A. in Ft. Lauderdale. When I can get away from the office, I am a proud internet geek, Florida Gator fan, husband and...

• I am the owner of the Law Office of Judith B. Paul, LC in Inverness, Florida, and a second career attorney practicing law since 2005 after graduating from Thomas M. Cooley Law School in 2005.
After nearly three years as a staff attorney in the probate and guardianship division for the family and civil courts of the Eighth Judicial Circuit in Gainesville, Florida and traveling to all six counties within the Circuit, including Alachua, Baker, Bradford, Gilchrist, Levy, and Union I went into private practice.
We lived in Gainesville for nearly 15 years and recently my husband and I ...

Attorney Patrick L. Smith was born in Lakeland, Florida. He graduated from Lake Region High School and went on to receive degrees in Political Science and Economics from Stetson University. He received his J.D. from the University of North Carolina School of Law. Prior to coming to Pippen & Associates, Patrick Smith worked at the Walt Disney World East coast tax department from 2002-2003. Patrick Smith is currently an attorney practicing in the fields of estate planning, corporations, and charitable giving. In addition to his current position as a partner at Pippen & Associates, he serves on the...

Ryan Saboff was born in Orlando, Florida and is a lifelong resident of Central Florida. He attended the Park Maitland School and Trinity Preparatory School. He graduated from Florida State University with a bachelor’s degrees in both finance and real estate. Ryan then worked for five years with Farmer’s Insurance Exchange as a Senior Liability Representative for both standard and non-standard insurance companies resolving complex bodily injury claims. He then graduated from Florida Agricultural and Mechanical University College of Law in Orlando, Florida where he served as a supervising editor of law review. While in law school, Ryan worked in the legal departments...

Shea Fugate is the founder and principal attorney at the Law Offices of Shea A. Fugate, P.A., located in Maitland and Orlando. Ms. Fugate concentrates her practice in the areas of disability law and elder law, helping the elderly and disabled in Florida plan for and receive appropriate care and benefits without depleting their vital financial resources.

Prior to becoming an attorney, Ms. Fugate worked for a disability law firm for seven years, serving as a social security disability (SSD) case manager and even writing appeals for the firm. This same firm later hired Ms. Fugate as an attorney, where she...

Many people ask me why I wanted to be an Attorney. It is a simple answer - It is what I always wanted to do. Everyone deserves a voice in a matter. That voice should be compassionate and realistic. That voice should explain to you what is going on in plain English. I went back to school later in life. I graduated with Honors, but the most important part of my journey was being a research assistant. Part of my job was to keep the first year students on track to succeed in Law School. I...

Christopher Sean Mulligan is a Florida native and third generation Florida attorney. Born in Inverness, Florida, Mr. Mulligan graduated with honors and a Bachelor in Science from Florida State University, majoring in Political Science and Criminology/Criminal Justice and then obtained his Juris Doctorate in 2006 from the George Washington University Law School in Washington, D.C. While in Washington, Mr. Mulligan worked for a variety of nonprofit organizations in the areas of domestic violence, criminal justice reform, education policy, and campaign finance reform. Mr. Mulligan has been quoted or published in the New York Times, The Washington Post,...

I've been in practice for more than 33 years. My areas of practice are Divorce, Paternity, Child-Custody, Guardianship, and I am also a Supreme Court State Certified Family Law Mediator.

Wendy A. Mara attended Stetson University and graduated Magna Cum Laude in 1993 Ms. Mara taught language arts in high school for 13 years. While teaching full time, she earned her MBA degree from the University of Central Florida in 2006. Deciding to pursue a legal career, she entered law school at Florida Coastal School of Law where she graduated in the top 10 percent of her class. While in law school, she was a teaching and research assistant, earned the Dean’s Certificate for Pro Bono Work and became an award winning oralist for the Jessup International Moot Court Competition....

Cassidy V. Petersen initially joined the firm in 2011 and has held various positions over the years – beginning as a receptionist, next as an estate planning paralegal, then as our firm administrator, and now as an attorney. Ms. Petersen focuses her practice in estate planning, business succession planning, probate, trust administration, Medicaid planning, VA planning, guardianship, and special needs planning.

Ms. Petersen, a Melbourne native, graduated from Melbourne High School in 2011. She earned her Bachelor of Science (B.S.) in Business Management, graduating cum laude, from Florida Gulf Coast University in 2014. Ms. Petersen received her Juris Doctor (J.D.), cum...

Robin Petersen is the Founder and Managing Partner of the Estate Planning & Elder Law Center of Brevard, which has been serving Brevard County since 1991. The practice focuses exclusively in the areas of Estate Planning and Elder Law, Wills and Trusts, Probate and Trust Administration (representing the executor or trustee, as well as serving as the executor or trustee of the estate), Guardianship, planning for long term care costs through asset protection, the use of VA Aid & Attendance, and Medicaid benefit options. Because he has dedicated over 25 years of practice to these types of law, Robin understands...

Aubrey Harry Ducker Jr. is a who has had years of accomplishments in the legal field. He has taken an interest in elder law after caring for his own grandmother and parents-in-law. Mr. Ducker has the first-hand experience in dealing with the stresses and anxieties that accompany deciding how to live the rest of one’s “golden years”. Attorney Aubrey Harry Ducker Jr. knows that adult children have to deal with this rite of passage. This involves specific stresses when making decisions for a parent or parents incapacitated by serious illnesses.

As a Family Law Attorney, Aubrey Harry Ducker Jr. takes...

I give families peace of mind by helping them create estate plans that make sure their family is protected upon their death of incapacity. I also help families in difficult times when their elder is no longer to safely stay home due to the aging or disease process by helping protect assets and apply for Medicaid and VA benefits.

I was fortunate to grow up in Pinellas County with my father being a well-known and respected attorney. With my father’s encouragement and my own passion for helping others, I knew that estate planning and elder law was the career path for...

Florida Bar Board Certified Elder Law Attorney focused on providing custom solutions and personalized legal and asset protection planning for caregivers and families in Northeast Florida. Offices located in Jacksonville, FL and Orange Park, FL. Kellen is a partner and co-founder of Berg Bryant Elder Law Group after having spent 7 years building his own practice from scratch. Kellen started his solo practice at 26 years old during the 2009 recession, with no contacts and no prior legal experience in elder law. Kellen has since built a practice that has served over 1500 families and supports a full office staff to...

The firm works with Asset Protection, Estate Planning, Wills, & Trusts, Probate, Elder Law, Guardianship, Gun Trust, NFA Firearms, NFA Trust, Gun rights, Probate, Probate Litigation, Trusts, and Trust Litigation. Licensed in Texas and Florida

Katherine is a native of Jacksonville, Florida. She is the immediate Past-President of the Jacksonville Women Lawyers Association. She is a member of the Jacksonville Chapter, D.A.R.. She attended Riverside Presbyterian Day School and is a graduate of The Bolles School. She is happily married to Cameron Naugle, owner of Naugle Funeral Home and has two small children, Abigail and Logan, who are the light of her life. Katherine graduated with a Bachelor of Arts from Emory University in 1998. She then graduated with a Juris Doctorate from Stetson University College of Law in 2001, and an M.B.A. from...

Attorney Joy Owenby serves clients throughout Florida with aggressive and relentless representation for a wide-range of practice areas. While her knowledge and experience are extensive, Attorney Owenby particularly handles matters involving divorce, adoption, trusts / wills, probate, criminal defense, child support, and family law. Over the course of the years, she has obtained much recognition and has become an accomplished lawyer with an Avvo Rating. Prior to the founding of Owenby Law, P.A., Attorney Owenby serves as legal counsel for Florida’s Guardian ad Litem Program. During this time, she explored the intricacies of family law which have allowed her...

Markus A. Sermons, Esquire is a litigation attorney focusing in the areas of Probate, Guardianships, Divorce, and other Family Law issues, along with Trust Litigation, and general Civil Litigation. Prior to starting Sermons Law, PLLC, he spent several years in the Office of the Public Defender litigating criminal matters in the Juvenile and Felony divisions, but began his law career with the Office of the State Attorney as a Legal Trainee. With countless hearings and many jury and bench trials to his credit, Mr. Sermons has extensive courtroom experience.

Additionally, Mr. Sermons has also worked with...

In 2016, Carla Trinca-Conley joined Berg Bryant Elder Law Group, PLLC, where she specializes in assisting elderly individuals and their families. Carla is passionate about getting to know each client's unique story and tailoring her legal services to their needs. She is a Board-Certified Elder Law attorney by the Florida Bar. At Berg Bryant, Carla is the lead attorney for guardianship cases, including guardianships over incapacitated adults, guardian advocacy proceedings for developmentally disabled individuals over 18, and guardianship proceedings for minors with funds from personal injury actions or inheritance. Carla is committed to helping her clients navigate the requirements of...

We assist families avoid impoverishment from long term care and nursing home expense by qualifying their loved ones for Medicaid and VA benefits. We prepare Wills, Trusts and Durable Powers of Attorney and settle Estates and Trusts. We seek maximum recovery when loved ones are abused or neglected in a Nursing Home or ALF. Ted moved to Florida in 1960 from Michigan and began his firm in 1990. Over the 32 years that he has been in practice, Ted has helped many hundreds of families qualify for Medicaid and protect the assets that they have worked a lifetime to...

Walt Shurden is a Florida Board Certifed Elder Law Attorney and a former Georgia CPA who used to audit nursing homes and hopitals for a Medicare contractor. Now he represents families who seek Medicaid and VA eligibility because they need help paying for the high cost of long term care. He devises estate plans and asset protection plans for his clients. He also serves as fiduciary, and represents other fiduciaries in probate and trust administration proceedings. All four staff members are experienced and have been with the firm for over 10 years.