Lake Harbor Estate Planning Lawyers

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...

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a Durable Power of Attorney, a Living Will, and a Designation of Health Care Surrogate; 2) many of my clients have outdated estate plans and need to update them or are moving to Florida from another state and need to create a new plan; or 3) a...

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...

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...

WITH MORE THAN 25 YEARS OF AWARD-WINNING FAMILY LAW/DIVORCE ATTORNEY EXPERIENCE, Ms. Tracht offers a complete “full-service”, bi-lingual (English/Spanish) family law firm you can count on for guidance. Ms. Tracht is currently appointed and serves on four (4) separate committees for the Florida State Bar - Family Law Section, is a Certified Supreme Court Mediator, has over 25 years’ experience within the Guardian Ad Litem program, and is a well-established advocate for children. 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...

My name is Jose Ignacio Leon and I am the owner and managing partner of The Florida Estate Planning Law Firm. I started my firm after having worked with multiple firms that put getting paid ahead of getting the client what they needed. I wanted to create something different. I was born, raised, and educated here in Miami and that's part of the reason I find it so important to serve the community to the fullest extent possible. I completed my undergraduate studies at Florida International University and later obtained my law degree from the Florida International University College of...

Evelyn I. Suero is owner & principal attorney of Suero Law, PLLC, a law firm focusing on the legal needs of businesses & nonprofit organizations, global entrepreneurs & entertainment professionals. The firm helps clients to launch & protect their business, expand their business to Florida or internationally, register their trademarks & copyrights, and protect investments with wills & trusts / probate administration services. Evelyn is fluent in English and Spanish and earned her Juris Doctor law degree from the University of Pennsylvania Law School. In addition to her legal practice, she also proudly serves as a leader and...

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...

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.

Mantoni Legal offers an exceptionally dedicated personal approach to our clients and their cases. We provide the commitment you deserve, with a unique and in-depth understanding of the defenses and rights available to Landlords and Property Owners. Mantoni Legal will provide you efficient and reliable service, and take the time to give your case the personalized attention it deserves. Clients will receive unparalleled transparency through regular case updates and direct attorney contact to assure you that we are diligently handling your matter. With our modernized, better fee arrangements, to include flat fee evictions and multi-unit discounts, we will ease your...

As an expert estate, trust and tax attorney, Greg Herman-Giddens provides comprehensive wealth planning, protection and management services to residents of Florida, North Carolina Tennessee and New York. He also provides consulting adn co-counseling services to attorneys throughout the country. Through careful selection of strategies tailored to clients' individualized goals and objectives, he helps individuals protect their family, preserve assets and save taxes.

I am a business lawyer, real estate lawyer and immigration attorney. I represent clients in title and real estate matters who are purchasing, selling or refinancing a home or business; negotiating a lease on commercial or residential property and litigating issues that arise from real estate transactions. I provide day-to-day legal and business counseling to both established and successful companies, as well as startups. I offer my clients unparalleled transactional expertise from business formation and preparation of business contracts, to business financing, mergers and acquisitions. U.S. immigration laws are very complex and the factors to be...

Ruben Alcoba is a seasoned patent attorney based in Miami, Florida. With a legal career spanning over two decades, Mr. Alcoba has personally handled over 2,500 patent and trademark law matters. He specializes in patent and trademark prosecution, which involves preparing and prosecuting patent and trademark applications before the U.S. Patent and Trademark Office (USPTO). Professional Background Mr. Alcoba is a member of the Florida Bar and is admitted to practice law before the United States District Court for the Southern District of Florida and the USPTO. His legal expertise covers a wide range of intellectual property matters, including patent and trademark...

Jason Neufeld is the founder of Elder Needs Law, PLLC, and is proud to represent senior citizens and younger disabled adults in various matters including Medicaid Planning, Estate Planning, Incapacity Planning and Probates throughout Florida. Since 2012, Jason has been honored as a "Super Lawyer" by Super Lawyer's magazine and a "Legal Elite" from Florida Trends magazine. Jason earned his Bachelors of Arts degree from Emory University and obtained his Juris Doctorate and Masters of Business Administration (JD / MBA) degrees from the University of Miami. Jason is on the Board of Directors of the Academy of Florida Elder...

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...

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...

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...

Anwar E. Hadeed was born and raised on the beautiful twin islands of Antigua and Barbuda in the Caribbean. The son of Syrian immigrants who moved to the islands in the 1980s, Anwar’s upbringing was shaped by the rich cultural traditions of the Caribbean and the Middle East. At 17, he moved to the United States to pursue higher education, driven by a passion for understanding human behavior and society. Anwar graduated summa cum laude from Moravian University in Pennsylvania, earning double majors in Psychology and Sociology. As an undergraduate, he excelled in leadership roles, including President of the Psychology Club,...

Monique Lavender Greenberg is the founding attorney of Lavender Greenberg PLLC in Coral Gables, Florida. In this role, she focuses her practice on estate planning and probate law, advising families and individuals on the financial, legal, and tax aspects of their estate plans. Monique is Board Certified in Wills, Trusts, and Estates by the Florida Bar and she obtained both a Master of Laws in Estate Planning and a Juris Doctorate from the University of Miami School of Law. Monique is a former president of the Coral Gables Estate Planning Council, where she has actively participated in several roles and currently serves on its...

Mr. McCaughan is the founder of Mac Law PLLC, a law firm dedicated to serving individuals and businesses in all aspects of real property law. After graduating magna cum laude from the University of Miami School of Law, Mr. McCaughan practiced at a well-regarded litigation firm in Fort Lauderdale, Florida, before deciding to start Mac Law PLLC. He is a title insurance and settlement agent of Old Republic National Title Insurance Company, and currently serves as “of Counsel” for a prominent South Florida real estate law firm. Mr. McCaughan is a native of Miami, Florida, and is active in...

James R. Nici, Manager of Nici Law Firm, specializes in the areas of estate planning, administration and taxation. Mr. Nici has more than 25 years of experience, specializing in designing sophisticated estate plans for high net worth families and individuals, capitalizing on the tax advantages of declaring domicile in the state of Florida.

Mr. Nici, a “Top 100 Attorney” by Worth Magazine, is the sole developer of the unique process called The Strategic Estate Planning System®. The Strategic Estate Planning System® is designed to assist clients in the complex process of organizing highly detailed estate plans by simplifying client’s overall goals...

Evan is deeply connected to every practice area he handles, and for good reason. Real Estate Closings - Evan grew up with many lawyers, judges, and real estate investors in his family. At dinners and holidays, Evan would lean in to hear how those investors handled many different kinds of real estate deals, and he loved it. As a longtime member of the the Attorney's Title Fund, Evan helps close real estate transactions—helping people buy, sell, and refinance. Foreclosure Defense - When the foreclosure crisis hit in 2008, Evan dove in. He has appeared for hundreds of trials and dozen of appeals,...

Carrie is a skilled attorney, contributing 16+ years of professional experience to the Elder Needs Law team and enabling us to service our Probate clients with complete confidence. Additionally, Carrie brings knowledge and experience in Real Estate law, that will be of tremendous value to probate clients’ liquidation of real property assets requirements. With the addition of Carrie, our firm can provide a broader range of top-level services, care and expertise to our clients and offer a skilled legal resource with the years of experience that enables her to employ the empathy and patience required to assist with families in...

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...

Since 1979, Jay has concentrated his practice in estate planning, IRS tax controversies, trust administration, corporate and commercial law, probate and real estate law. In addition, Jay has extensive experience in local governmental matters and also represents condominium associations and property owner associations in their governance and property matters Jay works with individuals and business owners to ensure cost effective transfer of family wealth to desired beneficiaries, including charities, with minimal estate and gift taxes. Jay also represents emerging and mature businesses in most aspects of corporate law, including employee, shareholder and partnership agreements, financing and leasing agreements, mergers 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...

EDUCATION: -Bachelor of Arts (summa cum laude) with majors in French and Mathematics; University of Miami. -Juris Doctor (Law), University of Florida -Master of Laws (Tax), University of Florida WORK EXPERIENCE: -Magda Abdo-Gomez, lawyer -TAX LAWYER: As a former IRS attorney with over 33 years of experience providing legal help to taxpayers before the IRS I focus on providing all manner of tax relief including: -IRS payment plan -Tax lien matters -Levies and wage garnishment -IRS audits -Tax Court litigation -BANKRUPTCY LAWYER: With over 30 years of experience and as a professor of bankruptcy,...

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.

Mr. Lampley is a Southwest Florida native. Prior to attending law school at Barry University, he attended Bishop Verot High School in Fort Myers. Prior to embarking on his legal career, Mr. Lampley worked as an athletic trainer. His training career included being the head trainer for multiple teams who earned births in the NCAA playoffs, as well as an assistant trainer for the Carolina Panthers of the NFL. Looking to change careers and move closer to his Lee County roots, he decided to attend law school at Barry University. While in law school he competed on...

Hi, I'm Alina. I grew up in Lakeland, Florida, as the youngest of three children in a family of Cuban refugees. From a young age, my parents taught me the value of community, education, and the opportunities available in this country. My family has always been my greatest support and the most precious part of my life. Their support is why I am committed to being a reliable advisor to my clients and a leader in my community. It's an honor and privilege to offer guidance and advice that enhances the stability and comfort of families. With over 25 years of experience...

Attorney Cheryl Ward will meet your legal needs and exceed your expectations. Mrs. Ward is a Florida Bar licensed attorney practicing throughout the state of Florida. It is her mantra that client satisfaction comes first.

David Luber has a Master of Laws in Estate Planning. He has served as a chairperson a local bar association Probate and Trust section & President of an estate planning council. David has helped clients with Florida Probate, Wills, & Inheritance Law issues for over 2 decades. Personal Attention provided & Flexible scheduling is available.
Help is provided for beneficiaries, heirs and personal representatives.
David can be reached directly and toll free 866 561-1499 for Florida Probate and Inheritance law issues throughout Florida and promptly responds to emails. He founded the Estate Planning Law Firm, PA serving Probate...

Pamela Fero moved to South Florida in 1991 when she was hired by the Federal Aviation Administration (FAA) as an Air Traffic Control Specialist. She worked for the FAA as a controller for over 26 years and retired in 2016. Prior to moving to Florida, she lived in Ohio where she learned the value of hard work by working on the family farm. Ms. Fero has one step-son, three adopted children, one foster child, and two biological children. The children are all unique individuals with their own strengths and weaknesses. Having such a large and diverse family naturally led Ms....

Loughlin Law, P.A. is a boutique law firm in Boca Raton, offering personal injury, estate planning, and probate services throughout the state of Florida. Attorney Nicole M. Loughlin earned her Juris Doctor from St. Thomas University School of Law, where she graduated Cum Laude and was among the top fifteen percent in her class. As an editor of the St. Thomas Law Review, Ms. Loughlin developed strong research and writing skills, which are invaluable to effective legal practice. Ms. Loughlin served as a judicial intern for a Senior United States District Judge and a United States Magistrate Judge for the...

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.

Jacqueline Bowden Gold concentrates in the areas of probate, trust law, guardianship, estate planning, and asset protection. Ms. Bowden Gold has over 8 years in legal experience. A native of Miami, Florida, Ms. Bowden Gold received her J.D. from St. Thomas University School of Law in 2013. Ms. Bowden Gold was President of the Student Bar Association where she served as the voice for the student body. While at St. Thomas, Ms. Bowden Gold was a member of Phi Delta Phi Legal Honors Society, Hispanic American Law Student Association, and Animal Legal Defense Fund. Ms. Bowden Gold also...

Seth D. Lubin, Esq. is a seasoned attorney with over 34 years of legal experience, specializing in property tax appeals, corporate law, and data privacy and security. He is the founder and principal attorney at the Law Office of Seth D. Lubin, P.A., located in Weston, Florida. Seth represents high-value residential and commercial property owners in ad valorem tax assessment litigation, helping clients reduce property tax burdens across Florida and the U.S. His deep understanding of property tax law extends to exemptions, portability, special classifications like the Greenbelt Law, and complex assessment procedures. Seth is also certified in data privacy and...

I am your New York-Florida connection, with offices on Long Island and in Fort Lauderdale. I practice: Estate planning for New Yorkers and Floridians, especially for those contemplating changing domiciles; administration of estates in both states, especially ancillary administrations for decedents with properties in both or either state; real estate transactions in both states, especially New Yorkers buying or selling in Florida. I also practice in the areas of litigation and small business law. I have more than 25 years' experience practicing law in Florida, and eight in New York. My office provides caring service with an...

Bradley H. Trushin is a co-founder of Chepenik Trushin LLP and leads the litigation department of the firm. Mr. Trushin is an AV preeminent rated attorney and has focused exclusively on litigation for over 30 years. Mr. Trushin is admitted to practice in all Florida state courts, as well as the U.S. District Courts for the Southern and Middle Districts of Florida, and the 1st, 3rd and 11th U.S. Circuit Courts of Appeals. He authors CLE materials, lectures and moderates panel discussions. In addition, he serves as a testifying expert witness on attorney's fees, professional malpractice and insurance issues state...

Richard A Schurr is an attorney with 23 years of experience in family law, business, and civil litigation. Mr. Schurr also has experience as a forensic accounting, holds a Masters of Law Degree in Taxation, and is a Certified Financial Planner. He is a Harvard trained mediator and negotiator and is a Florida Supreme Court Certified Mediator. He is a SuperLawyer, is rated AV Preeminent (highest rating) by Martindale Hubbell, and is on Florida Trend Magazine's list of Legal Elite for 2018.