Caryville Estate Planning Lawyers

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...

My name is Justin Stivers, and I am an experienced Estate Planning and Probate attorney practicing in the states of Florida and Tennessee. Most of my clients hire me for one of the following reasons: 1) they want to create an estate plan which includes a Trust, a Last Will and Testament, a Durable Power of Attorney, a Living Will, and a Designation of Health Care Surrogate; 2) many of my clients have outdated estate plans and need to update them or are moving to Florida from another state and need to create a new plan; or 3) a...

Attorney Phil Rarick has 30 years of experience in both private and public legal work. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice.

Mr. Rarick is an active member of the Elder Law Section of the Florida Bar, and the Real Property, Probate and Trust Law section of the Florida Bar Association. He is the primary writer and editor for the Miami Trusts & Probate Alert newsletter and...

We are a West Palm Beach-based law firm that focuses on the following areas of law: - providing strategies to DEFER INCOME TAX and DEFER CAPITAL GAIN TAX - creating WILL, TRUST, and ESTATE PLAN, - handling REAL ESTATE transactions and TITLE CLOSING, - assisting with CORPORATE and BUSINESS matters, - handling any other civil law issue that may arise. If you have any legal inquiries, please don’t hesitate to reach out to us. We offer Free Consultations with No Obligations on your part, as we are dedicated to assisting you with all your legal needs.

Law Offices of John Mangan, P.A. has one simple goal: to help our clients to preserve and protect their legacy. We strive to accomplish our goal by providing estate planning and administration services for clients. We focus primarily on wills, trusts, asset protection, guardianship, and probate administration. Our clients are special to us – much more than just a name in a file folder. We build relationships with our clients that last far beyond their initial engagement with our firm. We take a sincere interest in each client, in their family, and in their future. We look out for...

RISE UP LEGAL | Cain & Cain Wills & Trusts | Probate & Trust Administration | Business & Bankruptcy We help families with their estate planning, from basic Wills & Trusts to complex Private Family Foundations. Execute or update your Revocable Living Trust, Last Will & Testament, Durable Power of Attorney, HIPAA waiver, and nominate a Healthcare Surrogate. We also handle Florida Probate and Trust Administration matters. We generally represent Successor Trustees or Personal Representatives in this regard, helping them through the process of tracking, managing, and distributing estate assets. Finally, our firm offers business planning and asset protection. ...

Paul is passionate about using his extensive experience to offer effective legal advice that leads to real world solutions for real world problems. Paul has been with his wife, Denise Martinez-Scanziani, for almost 30 years, has three teenage children, and enjoys sports and travel.

Matt created Gruber Law to be a different kind of Estate Planning & Probate firm - we are accessible, clear and committed to achieving long term relationships and outstanding, affordable results. We're ready to help. Matthew A. Gruber, Esq., founder of Gruber Law, PLLC in Miami, Florida, has dedicated his legal practice to helping individuals and families protect and plan their estates for over 10 years. He is licensed to practice law in Florida and holds a Juris doctorate from Florida International University and a Bachelor’s in Business Administration degree from the University of Miami. Matt began his legal career in...

Attorney McCabe G. Harrison is a knowledgeable and compassionate Estate Planning and Probate attorney with a special understanding of the financial and tax side of your final affairs. With an advanced degree (L.L.M.) in taxation, and deep connections to Florida, McCabe balances love and logic in helping his clients create and execute their estate plans. Attorney Harrison is part of a closely connected family, so he knows how important it is for you to protect your loved ones after something happens to you. He works closely with each of his clients to identify their families’ financial, emotional, and health needs, and...

Beatrice Bianchi Fasani is a Florida licensed attorney and the founding member of the firm. She currently focuses her practice on inbound and outbound tax planning, pre-immigration tax planning, estate planning, real property transactions and corporate law.

Ms. Bianchi Fasani has extensive experience advising high-net-worth families and closely held businesses investing in the U.S. real estate market, on U.S. and international wealth planning matters, as well as income, estate, and gift tax planning.

As a US corporate attorney, Ms. Bianchi Fasani has experience in mergers and acquisition including creating U.S. and foreign entities and advising international and domestic companies on multi-million...

Experience, Respect and Reputation in the community for over 19 years. Dedicated and Aggressive Trial Defense, Criminal Defense, Juvenile Law, Domestic Violence, Family Law/Divorce, Probate, Estate Planning and Guardianship cases. Member United States Court of Appeals for the Eleventh Circuit, July 17, 1998 Member United States Middle District of Florida, August 14, 1998 Member of Sarasota County Bar Association, 1998-2017 Founding Member and Board of Directors of the Collaborative Family Law Professionals of Sarasota/Manatee Graduated Nova Southeastern University, Juris Doctor, January 31, 1998 Associate Editor for Nova Southeastern University Journal of International & Comparative...

For the past four (4) decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, and Probate Avoidance. I have also represented Florida corporate entities, shareholders, LLC members, and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes. My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of individuals who need to...

The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people’s lives better and simpler. He counsels both individuals and families on diverse issues, like:
• Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies)
• Elder Law Planning
• Medicaid Planning
• Veterans Benefits
• Special Needs Planning

Barry also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. He has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton...

Whether you're handling a loved one's estate, or planning your own - we're here to help. We take pride in our caring, comprehensive, and cost-effective approach. Thousands of clients proudly served right here in Southwest Florida.

Attorney Greg Nussbickel has been practicing Trust and Estate law for the better part of twenty (20) years. His legal experience spans large firm, public interest, and higher education.

Before graduating cum laude from F.S.U. Law, Greg externed at The Florida Supreme Court. He later obtained a Master of Laws degree from U.M. Greg contributes to legal education platforms, and has been featured...

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...

Client's love Attorney Romaine Brown, because she is warm, listens, cares, and is aggressive when needed to and she gives tremendous effort to each case. Attorney Brown will personally talk to you about the needs and wishes of your case and comes up with the best strategy to win your case. She handles a variety of cases which has given her unique experiences when resolving cases. Clients are often concerned about trusting their attorney with their cases, and because she has years of experience and a background of representing clients in a variety of cases, she understands how clearly defining...

Shiobhan Olivero was born in Plant City, Florida, and as a native Floridian, has lived in the Tampa Bay area her entire life. She enjoys spending time with her family. She is an active scuba diver, and enjoys traveling to local and distant sites to dive. Shiobhan earned as Associates Degree in Paralegal Studies from Hillsborough Community College. She worked for approximately ten years as a paralegal for criminal attorneys in the Tampa Bay area prior to, and during law school. She then earned her undergraduate degree from St. Leo University receiving a B.A. degree in Criminal...

Monica Balyasny is a licensed attorney in the States of Florida and New York. She is fluent in both English and Russian.

Mrs. Balyasny graduated from John Jay College with a Bachelors in Science in Criminal Justice in 2012. After graduation, she moved to South Florida to attend Nova Southeastern University, Shepard Broad College of Law, where she obtained her Juris Doctor in 2018. While in law school, Mrs. Balyasny received her concentration in Health Law while actively participating in extracurricular activities at Nova. She was a representative for the Jewish Law Society Association and a member of the “Pulse” Health...

James W. Martin is an experienced probate attorney in St. Petersburg, Pinellas County, Florida with the highest lawyer ratings on Justia, Super Lawyers, Martindale, and Avvo and 50 years of law practice experience. Pinellas County probate matters are his primary focus. He is also an Adjunct Professor of Law at Stetson University College of Law and serves on the Board of the Dali Museum. He welcomes new clients in Pinellas County probate cases involving wills, trusts, and probate estates. Most cases begin with a free phone consultation where he learns the facts of the case and decides whether it is one that...

Richard S. Lehman, Esq., a graduate of Georgetown Law School and obtained his Master’s degree in taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney of the Interpretative Division in the Chief Counsel’s Office of the Internal Revenue Service in Washington D.C., the IRS’s internal law firm. Mr. Lehman has been practicing in South Florida for nearly 50 years. During his career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic...

I grew up in a large NAVY family. My father flew out of Tampa's MacDill Air Force Base in the sixties and I fell in love with the Tampa Bay community. After law school I came back to Florida to pursue my legal career with a passion for helping out individuals and families. I really enjoy the waterfront lifestyle here (when I can find the time to do so). I have a strong and long serving staff that makes client communication a top priority. My greatest joy is to work alongside my clients to help...

Kevin Sanderson serves your legal needs throughout all of West Central Florida, including Sarasota, Casey Key, Siesta Key, Longboat Key, Bradenton, North Port, Punta Gorda, Port Charlotte, Fort Myers, Arcadia, Englewood, and Naples.

Education
Kevin F. Sanderson is a graduate of Boston University (B.A., Psychology) and obtained his juris doctor from St. Thomas University School of Law in Miami, FL. He continued his education, obtaining his LL.M. (legal laureate masters) in international taxation and offshore finance, also at St. Thomas University School of Law. Kevin was born and raised in New Jersey.

Licenses
Mr. Sanderson is a member of the Florida Bar, a member...

WITH MORE THAN 25 YEARS OF AWARD-WINNING FAMILY LAW/DIVORCE ATTORNEY EXPERIENCE, Ms. Tracht offers a complete “full-service”, tri-lingual (English/Spanish/French) family law firm you can count on for guidance. She is a Certified Supreme Court Mediator, has over 25 years’ experience within the Guardian Ad Litem program, and is well-established as an advocate for children and when necessary, the practice of Collaborative Law. Depending on case need, other available resources may include a variety of highly trained experts, ie: Forensic Accountants, Business Valuators, Real Estate Professionals, Forensic Computer Technicians, Psychologists & Therapists. Read more than 25 client review/testimonials on our...

Lissette Crescimone, Esq. practices in the areas of corporate law and trust and estates. She is a graduate of Emory University in Atlanta, Georgia. Initially in pursuit of a career in diplomacy, she secured a Bachelor of Arts degree in International Studies and French, with a concentration on the European Union. She later obtained her Juris Doctorate degree from Nova Southeastern University's Shepard Broad Law Center. In the most recent years Ms. Crescimone splits her time and practice between Colorado and South Florida. Ms. Crescimone supports companies in the Education and EdTech space, providing practical solutions in general business law and...

I am a Florida Bar board certified tax attorney who serves as a trusted counselor to businesses and individuals in the full range of corporate, tax and estate planning matters for nearly 20 years. My clients include closely held businesses, business owners and their families, individuals, trustees and personal representatives. My experience includes guiding business owners through all stages of the company’s life cycle, from formation and governance to mergers, sales and succession planning to addressing the various and complex legal issues that arise in a business's day-to-day operations. I also counsel business owners on their relationships with their entities...

An Experienced and Aggressive Legal Advocate Providing Attentive and Caring Client Service Along Florida's Gulf Coast Lawyer Craig A. Epifanio began his practice of law solely defending those accused of a crime. He gained considerable experience aggressively pursuing justice for those accused of all levels of crime, to the point that in 2005 he was elected as President of the Pinellas Association of Criminal Defense Lawyers (PACDL) for that year. He now uses his natural ability to listen and empathize in order to gain a clear picture of the events leading up to a client's arrest, assess each individual legal issue...

As a dedicated IRS Tax defense attorney Mary has been helping clients get tax debt relief by negotiating currently non-collectible status, offers in compromise, installment agreements, innocent spouse relief, audits, removing levies, releasing liens, and negotiating penalty abatement. Mary's career as a IRS tax attorney began in 1993 after graduating from Stetson University College of Law. She graduated from the University of Florida with a Bachelor of Science in Business Administration Degree in 1988 and a Master of Business Administration Degree in Finance from Wake Forest University, Babcock Graduate School of Management in 1990. Her career in tax law...

Property Tax Appeals is our forte. With over 26 years of experience in appealing property taxes, the Law Office of Seth D. Lubin can assist you with your high-end residential or commercial property tax needs. We also handle other aspects of Real Property Law (property tax appeals, sales, purchases, leases, zoning, homeowners/condo association law); Corporate Transactional and Litigation (Planning, organizing and forming new ventures, contracts, agreements, licensing, corporate governance); Intellectual Property (trademarks and patents, trade secret protection, non-disclosure agreements, non-compete agreements, unfair trade practices); Estate Planning (Wills, trusts, DNR, durable power of attorney, living will, etc.); Licensing and Technology (License...

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...

Heather Quick is the founder and CEO of the Florida Women's Law Group located in Jacksonville, Florida. By offering family and marital law services specifically for women, Florida Women's Law Group works in a consistent and reliable way to advocate for women in the divorce process. The firm educates and empowers women on their rights and the law, so they can find the strength to endure the process and end up better financially and emotionally. The firm has been recognized as the Best Gender-Focused Family Law Boutique - Southern USA by Acquisition International and is ranked number 45...

A Queens, New York native graduating from the State University of New York (SUNY) Albany in Political Science, History and a minor in Criminal Justice in 2010. Ms. Whitfield graduated Ave Maria School of Law, in Naples, FL in 2013 and became a member of the Florida Bar in 2015. She has established a practice in the Tampa Bay area where she lives and works. Having established several areas of practice including Estate Planning, Probate, Immigration, Criminal Defense, and Business Law matters. Her passion is to help those in her community through the court system with their legal issues and...

I’m a forward-thinking attorney with a passion for resolving complex legal matters and developing lasting strategies for clients. I love a challenge and I am known for being proactive, attentive, and responsive. I became a lawyer because I could never find an attorney who genuinely cared about me or my businesses. As an entrepreneur who has started, developed, managed, sold, and participated in just about every aspect of operating a business, I understand what an exceptional attorney should be. As your attorney, it’s my responsibility to be more than just a legal advocate or advisor of the law. I am a champion...

Anne grew up in Manatee County, Florida and has always served those in her community. She has witnessed the devastation caused by failure of families to plan for long term care, disabilities and end of life. Her goal is to make these life challenges easier to negotiate for the Senior as well as for the Senior’s family. Having practiced law here since 1977, she practices Elder Law which includes probate and estates, estate planning, guardianships, wills, trusts, durable powers of attorney, advance directives, Medicaid planning and Special Needs Trusts. In addition to her professional associations, Anne...

Attorney Matthew Goodwin and Goodwin Law, P.A. provides service solutions in the areas of Real Estate, Estate Planning, and Probate Administration. The firm handles a considerable number of real estate closings across Florida, providing title & escrow services, and assisting clients with establishing trusts and building a foundational estate plan, as well as assisting family after the death of a loved one by managing the probate administration process.

“As an Assistant State Attorney, I spent years in the courtroom prosecuting those who took financial advantage of senior citizens. While it was incredibly rewarding to see justice served, I always wished I could have done something to help prevent the exploitation in the first place. Now, as an elder law attorney, I help my clients strategize and plan the best way to protect their assets from theft and fraud."

Kathryn N. Lewis earned her bachelor’s degree in 2004 from the Harriet L. Wilkes Honors College of Florida Atlantic University and her juris doctorate, cum laude, from Stetson University...

As an entrepreneurial lawyer, I understand the challenges that small business owners face each day. We deal with vendors, customers, employees, taxes, and regulations all the time. Each one of these relationships creates legal risks that you must address in a cost-effective manner, before trouble strikes. Relying on my experience in trying business law cases, I have developed a three-step legal strategy that every small business owner should implement. In its most basic form, this strategy employs contracts, insurance coverage, and an operating company-management company-holding company format for the organization, to help control the common risks that can tank...

Attorney Jody Strauss has spent her 14-year career in law assisting clients with Probate Administration, Estates and Trusts Litigation, and Trust Administration. As an Associate with Elder Needs Law, Jody enjoys leveraging her experience helping families plan for their future. Jody earned her Bachelors and Masters Degrees in Accounting from the University of Florida and her Juris Doctorate and LL.M. in Taxation from the University of Florida. Jody is also a Certified Public Accountant.

Judy-Ann Smith, BSN, MS, JD My passion as an attorney is being able to help people. Resolving someone’s legal issues is the most rewarding aspect of the work I do. I am an empathetic and compassionate lawyer, willing to listen to my clients’ issues, to get a deeper understanding of what they would like to achieve and accomplish. Most importantly, I am an assertive advocate for all my clients and I will fight for what is fair and just according to the laws of the land. My practice areas range from family law to estate planning and probate. I have extensive success...

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...

WaveCrest Legal, P.A. was established to provide efficient, effective, and intelligent legal services to the greater Jacksonville Beaches area by incorporating business acumen with legal expertise. Our commitment is simple: compassionate client service and integrity in everything we do. Some of our areas of legal expertise are estate planning, probate administration, trust administration, guardianship, and business law.