Wauchula Estate Planning Lawyers

Florida attorney Aaron J. Tracy founded Tracy Law, P.A., striving to provide quality legal services that are cost effective and practical to clients' needs. Legal Services are provided with individual care and attention to address each client's concerns. Tracy Law primarily concentrates in corporate law, not-for-profit law,business law, contractual law, estate planning, probate, and estate and trust administration. Additionally, Tracy Law addresses various other matters related to the core concentration, including potential tax-related matters.

Aaron J. Tracy, Esq., LL.M., Graduated from the University of South Florida in 1996 with a B.A. in accounting. After working for several years within the accounting...

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...

Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational wealth including matters associated with trusts and estates as well as business planning. A first-generation Haitian American, he has dedicated his life to the practice of law. He graduated with high honors from St. Lucie West Centennial High School in 2009 where he had the privilege of being part of the school’s Criminal Justice Academy, serving as an advocate for the 19th Judicial Circuit’s Teen Court program. After graduation from Centennial, Jamy earned his B.S. in Legal Studies from the University...

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.

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...

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...

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...

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...

Joe Gufford has been a member of The Florida Bar since 1991. The Gufford Law Firm commitment is to provide exceptional client services that remain focused on results. We bring together attorneys and staff with decades experience. At The Gufford Law Firm, we believe that both our attorneys and our staff must be knowledgeable about the specific areas of law that we practice in. That is why we ensure that each of our attorneys and staff members are constantly taking Continuing Legal Education courses so that we are up to date on the latest developments in the law. Joseph Gufford...

Jason Mark Ranew is a litigation and corporate attorney for the Central Florida full service law firm of Bogin, Munns & Munns. Mr. Ranew practices Corporate Law, Commercial Litigation, Employment Law, Estate Planning, and Probate. He received his B.A. in Finance from Hillsdale College in 1998 and his J.D. from University of Akron in 2002.

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...

You might find it helpful when selecting a lawyer to know a bit about them. You probably know all lawyers have to graduate from law school, but beyond the basics, who are they? As for me, you should know that I'm married to my wife Joan, and I have five children. They are all hard working, and each had their turn cleaning my Orlando office growing up. They are and will remain the most important part of my life. They are the lights of my life.

I met my wife Joan at a Methodist church picnic. We were married in...

I decided to become a lawyer in honor of my friend, Sgt. Jessie Davila, who was killed in action while we were deployed to Iraq. My initial focus in the law was to help other Veterans navigate the U.S. Department of Veterans Affairs disability system as a Veterans lawyer. However, I discovered that many of the Veterans I was helping obtain VA disability benefits also needed help with estate planning and elder law concerns. This realization led me back to law school, where I earned my Masters in Law (LL.M.) in Elder journey in the legal profession started with internships...

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...

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.

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...

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.

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...

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...

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.

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...

Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Services ( wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, guardianships, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, succession planning, and general business law, counseling, and advice. Bachelor of Science Degree in Finance from the University of Illinois ( Champaign -Urbana ), and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois

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...

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...

Jason Siegel, of The Siegel Law Firm, PA. obtained his law degree with honors from University of Florida Levin College of Law. Jason also has a degree in finance and a masters in international business from the University of Florida. Jason Siegel has represented more than 1,000 clients in drafting wills, trusts, and advanced directives. He has also helped guide Personal Representatives/Executors through the probate process throughout Florida. Jason Siegel is admitted to practice law in Florida in both state and federal court.

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...

John Richert is a Managing Attorney at Richert Quarles, P.A. He received his Juris Doctor from Stetson University College of Law in Gulfport, Florida and a Master’s in Business Administration from Stetson University in Deland, Florida in May 2013. While at Stetson, John participated in Stetson’s pro bono program and was a member of the Phi Alpha Delta Law Fraternity. Before attending Stetson, John attended the College of William and Mary located in Williamsburg, Virginia and received a Bachelor’s Degree in Business Administration majoring in Finance. John was admitted to the Florida Bar in September 2013. John’s practice is focused...

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...

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;...

Timothy C. Martin is licensed to practice law in the state of Florida. As the owner/attorney of Martin Law Office, P.A., he serves the Tampa Bay and Central Florida areas and beyond in matters relating to animal law, estate planning and probate, real estate/real property including landlord/tenant matters, corporate law, business organizations and transactions, LGBT issues, and limited family law matters.

Nico Apfelbaum is a native of Argentina, and he is fluent in Spanish and English. Nico founded Apfelbaum Law with the goal of providing dedicated and exceptional personalized services to individuals and businesses. Prior to founding Apfelbaum Law, Nico Apfelbaum began practicing law in Orlando, Florida representing national and international businesses, investors and individuals in complex commercial litigation, business transactions and bankruptcy matters. Nico and his wife settled in the Treasure Coast and have made their home and family here. For a number of years, Nico practiced law at a large firm concentrating his practice in the areas of...

The overwhelming majority of my immigration law practice derives from repeat business and a very strong referral base of “happy customers” and a large supporting professional network. As such, it is important to me that my clients report back to me frequently with feedback. To me, there is no substitute for a happy referral by my clients and contacts to others who may need my services or advice. I welcome all referrals. While there is no substitute for a face-to-face meeting with me, in order for you to decide if I am the right lawyer for you,...