Practice Areas

Whether you’re a young parent or couple, taking care of elderly parents or children with special needs, already retired, preparing for retirement, or managing assets after the death of a loved one, we provide clients across the Tampa Bay area with the knowledge and resources needed to navigate the complexities of aging and living with disabilities with dignity, respect, and peace of mind.

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Estate Planning

Trust us to guide you through the intricacies of estate planning with precision, care, and attention to detail, ensuring your financial future and assets are safeguarded. Our team specializes in tailoring estate plans to your unique circumstances—utilizing trusts, Last Wills and Testaments, Durable Powers of Attorney, Health Care Surrogates, and Living Wills, which help protect your privacy, mitigate conflict, and distribute assets according to your wishes, regardless of estate size or complexity.

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Special Needs Planning

We specialize in navigating the complex landscape of special needs trusts, ensuring vital government benefits are preserved while providing essential support for disabled individuals. With expert counsel on guardian advocacy, benefits eligibility, and special needs planning, we offer proactive strategies and crisis management tailored to each client’s unique needs.

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Guiding families through the complexities of appointing a guardian to act on behalf of an incapacitated individual. We prioritize less restrictive alternatives to guardianship and proactive solutions like Durable Powers of Attorney and Designations of Health Care Surrogates when appropriate. 

Beautiful mid-sized home, white with terra cotta colored roof and green lawn

Veterans Benefits

Led by our VA accredited attorneys, we specialize in expert advice on how to secure Veterans Administration (VA) Aid & Attendance benefits for wartime veterans and their families. With meticulous guidance, we navigate complex eligibility criteria, safeguarding assets and ensuring peace of mind.

Beautiful mid-sized home, white with terra cotta colored roof and green lawn

Long-Term Care Planning

Our comprehensive approach focused on proactive long-term care planning ensures quality of life while preserving family resources. With a focus on education, advocacy, and personalized estate planning, we empower clients to navigate the complexities of aging with confidence and peace of mind.

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Probate & Trust Administration

Our seasoned team specializes in compassionate trust and probate administration services. Whether navigating probate proceedings in Florida or managing trust administration, our goal is to ensure a smooth transfer of assets to intended beneficiaries.

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Guardian Advocacy

We provide compassionate support and expert counsel throughout the Guardian Advocacy process. Unlike traditional guardianship, this streamlined process avoids costly examinations and formal determinations of incapacity, relying instead on a statement from the Primary Care Physician. Together we can ensure the dignity and rights of loved ones with developmental disabilities.

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Our experience in Medicaid planning offers compassionate guidance and comprehensive strategies. We ensure that you understand all your options and provide personalized legal guidance to meet eligibility requirements, while safeguarding your assets. We clarify concerns regarding asset exemptions for homes and vehicles, empowering clients to navigate Medicaid confidently. With our support, families facing the challenges of caring for elderly or disabled loved ones can access Medicaid benefits in-home, assisted living facilities, or nursing home with peace of mind and financial security.

Get in touch with us

Feel free to ask something, we are here for you!