Ormond Beach Estate Planning Lawyers

Trusted business and tax advisor to entrepreneurs, closely held family businesses, and startups. Florida Bar Board Certified Tax Attorney serving clients across various industries including finance, hospitality, technology, real estate, healthcare, manufacturing, and entertainment. As both a business-tax attorney and CPA, many clients hone this as the best of both worlds. Having over a decade of experience representing taxpayers against the Tax Division of the U.S. Department of Justice, the Internal Revenue Service, and state and local taxing authorities, I devote a a significant part of my practice to helping taxpayers both domestically and internationally navigate all aspects of federal and...

Kaytlin M. Keen (formerly Kaytlin M. O’Sullivan) is a Managing Partner of PTM Trust and Estate Law, and licensed to practice law in the State of Florida. Kaytlin is a former trial attorney who now devotes her practice to helping people protect their loved ones and themselves with creative estate plans, and helping fiduciaries administer trusts and probate estates. Kaytlin also handles exploitation injunction matters, fiduciary litigation, guardianships, and premarital agreements (also known as “prenups”). After graduating from UF Law and passing the Florida Bar Exam, Kaytlin started her career in Clearwater, Florida as an Assistant State Attorney in...

Lorie is an attorney licensed to practice in Florida and Georgia and is also a Certified Public Accountant. Lorie's practice involves advising high net worth indivdiuals and small to mid size companies.

I have over 25 years of experience as an advanced marketing attorney for major life insurance carriers.

Shawn DeVries’ professional accomplishments represent the diverse knowledge, skills and abilities he has acquired on his professional journey. DeVries attended and graduated from Valencia Community College (AS), University of Central Florida (BS), NOVA Southeastern University (MBA) and Florida Coastal School of Law (Juris Doctor). In the hospitality industry, he worked for Hawthorne Suites, Walt Disney World, Central Florida Hotel & Lodging Association, and Hyatt Corporation. Shawn DeVries transition into the law industry began as a Certified Legal Intern with Florida Coastal School of Law Housing Rights Clinic followed by a second internship at Jacksonville Area Legal Aid, Inc. Armed with...