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Estate Planning & Administration

South Florida Estate Planning and Administration Lawyers

For clients with significant assets, multiple properties, valuable investments and business holdings, estate planning can be far more than drafting a will or irrevocable living trust. There may be a wide range of significant asset protection issues to address that require a multiple estate planning tools and the legal experience to employ them all.

At the Boca Raton law office of Dickenson, Murphy, Rex & Sloan, P.A. our estate planning attorneys work with clients to create fully functional solutions designed to address complex and sophisticated asset protection needs. Our professionals provide experienced and proven counsel for investors, executives, entrepreneurs and business owners.

Personalized Estate Planning Service

For many families a simple will and a targeted trust is more than enough to fully address questions of inheritance and property distribution following a death or serious disability. But, for many of our clients with larger income, properties and investments, the taxes alone associated with estate planning are reason enough to seek legal advice.

Our attorneys come from strong financial and tax backgrounds, and along with decades of legal knowledge, provide sound solutions by employing many tools, including:

  • Will drafting, review and preparation
  • Specialized estate documents
  • Trusts
  • Guardianships
  • Domiciles
  • Durable powers of attorney
  • Living wills
  • Business entity selection and succession planning

Our tax law attorney helps you address estate trust taxation to help you legally preserve wealth for your heirs. We also fully explore all options available including different kinds of trusts that can provide highly specialized options for charitable giving or address special needs.

We also serve the needs of clients seeking to correctly change domicile to avoid sizeable tax burdens from states of former residency. For clients with multiple properties across multiple states or who are seeking to retire in Florida, we can help you make sure that you properly establish domicile to preserve your tax planning strategies. Many states have special units that concentrate on challenging change of domicile. It is important to take the proper steps to protect yourself.

A Complete Estate Plan

To find out more about our estate planning services, or to speak with one of our attorneys, call our Boca Raton office at 561-391-1900. You can also set up an initial consultation through our convenient online forms.

When you have complex financial and asset protection needs, work with a prepared and experienced legal team. Contact us today.