Florida Estate Planning Lawyers

Estate Planning Law

999 Vanderbilt Beach Rd, Naples, Fl 34108

www.cileklaw.com

Estate Planning Law

800 Executive Dr, Oviedo, FL 32765, USA

Carina de la Torre co-founded Tower Law Group, where she focuses her practice on estate planning, elder law, and probate and trust administration. Years of litigation experience provide Carina with a focus on proactive asset protection planning in all areas of her practice and a mission to keep families out of court and out of conflict. Prior to co-founding Tower Law Group, Carina practiced with Bose McKinney & Evans LLP, where she enjoyed a broad-based commercial litigation practice. In 2011, Carina co-founded Tower Law Group with her sister and law partner, Adriana de la Torre, in order to focus her practice on serving individuals, families, and small business owners who are looking to Protect What's Priceless®: their peace of mind, their family, their assets, and their legacy. Carina is fluent in Spanish and is dedicated to serving the needs of her diverse client base. She is a frequent speaker, seeking to educate and empower individuals to protect everyone they love and everything they've built through effective estate planning and asset protection plan

Estate Planning Law

5920 Goodlette- Frank Road, Naples, 34109, United States

www.naplestrustcompany.com

Estate Planning Law

2312 Cypress Cove, Suite 101, Wesley Chapel, FL 33544

Denise A. Welter was born and raised in Broward County, Florida – making her a very rare native Floridian. She obtained both her Bachelor of Science (B.S.) degree, majoring in Legal Studies (1999) and her Juris Doctor (J.D.) degree from Nova Southeastern University (2002), all while being married and raising two sons. She has been a member of the Florida Bar since 2002. After raising her family in southeast Florida, she moved to Tampa in 2014, to be closer to one of her sons and his family. After moving to Tampa, she had the incredible opportunity to practice law with her oldest son. In 2018, when her son took another position, she began practicing in Wesley Chapel, Florida. Denise enjoys serving the community in and around Wesley Chapel and the entire Tampa Bay area. Mrs. Welter is a member of The Florida Bar and concentrates her practice in the areas of Estate Planning, Wills, Trusts and Probate. She is also a member of the National Association of Elder Law Attorneys. Mrs. Welter has handled many complicated cases and has always acted as a dedicated and knowledgeable advocate for her clients. She understands the difficult times families face during family illness and after the loss of a loved one. Her passion is to help families prepare their estates in order to leave the legacy they desire and to assist families when facing challenging times of illness and death of a loved one. When she isn’t practicing law, Mrs. Welter is involved with the local community. She volunteers for an international non-profit marriage ministry and, in a variety of ways, at her church. She enjoys days at the beach, traveling and, especially, spending time with her three beautiful granddaughters. Having practiced for many years in the area of Elder Law, Mrs. Welter has an understanding of aging and the law – and the legal interactions that may affect the elderly. Passion for the law and compassion for her clients is what drives Denise to make every client a priority.

Estate Planning Law

220 Miracle Mile, Coral Gables, FL 33134, USA

Emmanuel Miguelez is an estate planning, probate, guardianship law and personal injury attorney who works with individuals and families in the greater Miami area. No stranger to the courtroom, Mr. Miguelez relies on significant litigation experience to provide insightful, detailed and personalized advice in all areas of his practice. Clients trust his deep knowledge of the law and appreciate his caring and tireless approach to addressing their legal needs. Mr. Miguelez focuses on seeing the issues from his clients point of view, and he seeks to address each clients needs as quickly and cost-effectively as possible.

Estate Planning Law

5150 Tamiami Trail N suite 300, Naples, FL 34103, USA

Mr. Kalnins practices primarily in the areas of business structuring, tax (domestic and international), estate planning and litigation with regard to each of the foregoing. He is also experienced in the creation and implementation of advanced estate planning techniques for high net-worth clients including the formation and operation of family limited liability companies and family office structures. In addition, Mr. Kalnins is actively involved in the firm’s asset protection practice consisting of the planning and implementation of domestic and offshore entities and trusts. Mr. Kalnins is a licensed attorney in Illinois, Wisconsin, Arizona, Ohio, and Florida, and is also currently a member of the trial bar for the Northern Federal District Court of Illinois and the United States Tax Court. His litigation experience greatly complements the firm’s tax controversy work at all stages of audit, appeals and Tax Court proceedings. Mr. Kalnins was chosen to represent his prior firm at the Family Wealth Alliance’s 40 minus Leadership Summit in Boston, Massachusetts, hosted by State Street Corporation. That event represented a first for the family office/family wealth industry, acknowledging the significant contributions made by professionals 40 years of age or under from a select number of firms that represented a 360-degree view of the family office industry. Mr. Kalnins’ experience in each of the aforementioned practice areas has enabled him to proactively identify and capitalize on business and personal planning opportunities for the benefit of firm clients. Mr. Kalnins obtained a Bachelor of Arts degree in Accounting from Augustana College, a Juris Doctor degree from Western Michigan University Cooley Law School and a Master of Laws in Taxation degree (LL.M. in Tax) from DePaul University College of Law. He is also a member of the Society of Trust and Estate Practitioners (STEP), Collier County Bar Association, Estate Planning Council of Naples, Chicago Yacht Club and past Chair of the Chicago Bar Association’s Federal Taxation Committee. In addition, Mr. Kalnins has been appointed as Honorary Consul for the Republic of Latvia, is an Adjunct Professor of Law at Ave Maria School of Law, and is on the board of directors of Opera Naples.

Estate Planning Law

68 Feli Way, Crawfordville, FL 32327

Area of Practice: Real Estate & Estate Planning & Probate Francie Lowe is a member of the Florida Bar and Georgia Bar. She is an experienced attorney with expertise in executive management, general counsel, commercial and real estate law, franchise relations, estate planning and administration, business planning and all operations. For more than fourteen years, Ms. Lowe has provided clients in Leon, Wakulla, and surrounding counties with quality legal services. Her knowledge of the intricacies of the law, coupled with an understanding of the power of negotiation and the need for business efficiencies ensure her clients receive the highest level of representation. As a local resident, she appreciates the area and understands the importance of trustworthy counsel in sensitive times of need. A native Floridian, Ms. Lowe received a Bachelor of Science in Accounting from Florida State University (1982), a Juris Doctor at Walter F. George School of Law from Mercer University (1985) and a Master of Laws in Taxation at Holland Law School from University of Florida (1986). She was raised in Wakulla County and, following the completion of her education, practiced in Georgia and Florida. In the early part of her career she was the Chief Executive Officer of the Homes and Lands Publishing Corporation. Francie and her husband, Brian have been living in Wakulla County for the last 32 years, the last 12 years as a empty nesters enjoying the gulf of Mexico as often as possible.

Estate Planning Law

7915 Coral Way, Miami, FL 33155

Attorney Gonzalo Perez, Jr. is a shareholder and founding partner of the Law Offices of Gonzalo Perez, Jr., P.A., a boutique law firm located in Miami, Florida. He has practiced law in Miami-Dade County for the past 23 years. Mr. Perez concentrates his practice in matters involving Real estate law, Bankruptcy law, Collection Defense, Foreclosure Defense, Estate Planning, Probate Administration, Guardianship, Business law, Condominium Law. He represents clients with these matters or issues throughout the State of Florida.

Estate Planning Law

3700 Conway Rd, # 100, Orlando, FL 32812

James M. Flick is currently an Associate Attorney for Flick Law Group, P.L. Prior to his current employment, James attended the University of Central Florida where he earned a Bachelors Degree in Business Administration, then proceeded to earn his J.D. from Barry University of Orlando while interning for the Flick Law Group, P.L. James has been a long time resident of Orlando, Florida where he enjoys spending time with his family and friends; working on home projects; cooking; and anything involving athletics.

Estate Planning Law

3700 South Conway Road, Suite 100, Orlando, FL 32812

James J. Flick is an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant, with a law practice concentrating in the areas of estate planning and asset protection planning, compensation planning, and tax and business planning for physicians, business owners, professionals, and high net worth individuals. Prior to opening his law practice in 1993, Mr. Flick worked as a certified public accountant for twelve years. For eight of these years he worked as a tax specialist with “Big Six” international accounting firms. The remaining four years, he operated his own accounting firm specializing in tax and business planning for privately owned businesses. Mr. Flick uses his unique educational and professional background to provide his clients with complete planning that considers the overall financial and tax impact of issues, in addition to focusing on the legal aspect of those issues and their resolution. Also, his training in accounting, insurance, and financial planning enables him to more effectively communicate with clients and their professional advisors.

Estate Planning Law

4001 Tamiami Trail N, Naples, FL 34103, USA

Jeanette concentrates her practice in estate and gift tax planning, and estate and trust administration. She works closely with her clients in a team approach which incorporates the families, accountants, financial planners and corporate trustees in the transfer and preservation of wealth. Her experience includes, but is not limited to planning for charitable gifting, life insurance, retirement plans, qualified personal residence trusts, family business succession and multi-generational planning. She earned her B.A. from Barry University before attending the University of Miami School of Law, where she earned her J.D.

Estate Planning Law

261 Via Bellaria, West Palm, FL 33480

Estate Planning Law

9990 Coconut Road, Suite 224, Bonita Springs, FL 34135

John Iannucci, J.D., LL.M., CEPA™, is a nationally recognized Author, Speaker, Attorney and Wealth Preservation Specialist, whom you may have seen in Yahoo, Wall Street Journal’s Market Watch, Morningstar and others. Iannucci is the Author of The Peace of Mind Retirement Planner; and Co-Author of RETIRE ABUNDANTLY and RETIRE Like A Shark, with Kevin Harrington, original Shark on ABC TV's hit series, Shark Tank. He received his Juris Doctor (J.D.) from Duquesne University, his Masters of Laws (LL.M.) in Federal Taxation from the University of Florida and is a Certified Exit Planning Advisor™. He is a member of the Pennsylvania (1983) and Florida (1984) Bar Association and a Continuing Professional Education Instructor to attorneys, accountants, and financial advisors.

Estate Planning Law

1900 Glades Road, suite 450, Boca Raton, FL 33432

Mark Aaron Gotlieb is an attorney with the Law Office of Mark A. Gotlieb, P.A., in Boca Raton, Florida, whose work includes domestic and international estate planning and estate administration. The Florida Bar lists him as a member in good standing and eligible to practice law in Florida. His firm biography also identifies representation of buyers and sellers in real estate transactions as part of his work. Gotlieb earned a bachelor’s degree in economics from Yeshiva University and a law degree from Touro Law Center in New York. He also holds an LL.M. in international law from the University of Miami School of Law. His biography identifies him as a former chair of the Florida Bar’s Fifteenth Judicial Circuit Grievance Committee C. The firm’s listed estate-planning services include revocable and irrevocable trusts, wills, durable powers of attorney, health care proxies and living wills. Its business-planning offerings include succession planning and entity formation, while its international-planning services cover estate and tax planning. For probate matters, the firm lists both formal and summary administration. It separately offers limited and full trust-administration services. The firm also serves as a title and closing agent for real estate transactions throughout Florida. These firm offerings sit alongside Gotlieb’s stated focus on helping clients arrange asset distributions in accordance with their wishes while seeking to minimize tax liability.

Estate Planning Law

4811 SW 168th Ave, Southwest Ranches, FL 33331, USA

Mark has successfully assisted clients with diverse needs, ranging from individuals with minimal assets but significant goals for their loved ones, to clients with substantial financial estates who require asset protection and comprehensive planning for their loved ones’ financial well-being in the future. With a successful track record that spans over 20 years, his passion for the legal profession extends beyond his practice. Mark has a commitment to utmost professionalism, and a genuine compassion for his clients’ well-being, Mark continues to shape the landscape of legal practice, one case at a time.

Estate Planning Law

1515 International Parkway, Suite 1013, Lake Mary, FL 32746

Mary Beth Kelly is an estate planning, probate and guardianship attorney in Lake Mary, Florida, where she founded The Law Office of Mary Beth Kelly, LLC in 2017. Her work includes both planning for a person’s future care and administering an estate after a death. She prepares wills, trusts, powers of attorney and living wills, and assists with long-term care planning. One part of her health care surrogate work concerns parents who want to be designated to act for their children as they turn 18. Special needs planning and Medicaid assistance are also among her stated practice areas. Kelly’s first law-office job was in Orlando, as a legal secretary just out of high school. Law school came after a much longer stretch of work: she spent 25 years as a legal assistant and then a paralegal while bringing up two children. At the University of Central Florida, she studied legal studies, completing her B.S. with honors in 1999. Her J.D. followed in 2010 at Barry University School of Law in Orlando, the same year she was admitted to the Florida bar. Outside her legal work, Kelly spent several years on the board of Safehouse of Seminole. She held its presidency in 2015 and 2016, before opening her own law office. Her community involvement has also included the Rotary Club of Lake Mary, of which she and her husband, Joe, are former members.

Estate Planning Law

254 Plaza Drive, Oviedo, FL 32765

Michelle Adams is an attorney with the Law Offices of Hoyt & Bryan and practices in the areas of Family Wealth and Legacy Counselling, including Trust and Estate Planning, Advance Directives, Special Needs Trusts, Probate and Trust Administration, Elder Law, as well as advanced estate tax planning for individuals with taxable estates.

Estate Planning Law

7950 nw 53rd street, 337, Miami, FL 33166

Nicole Soto-Ortega is a Miami native born into a Cuban and Puerto Rican family. Nicole obtained both her Bachelor’s and Master’s degree in Criminal Justice from Florida International University. There after she obtained her Juris Doctor Degree from St. Thomas University, graduating Cum Laude and in the top 10% of her graduating class. Not only did she maintain her status on the Dean’s List every semester but she also received the CALI Book Award in Guardianship Law. Nicole was a member of the St. Thomas Law Review as the Executive Notes and Comments Editor and was also the President of the Elder Law Society, she also served as a judicial intern to the Honorable Maria M. Korvick, Circuit Court Judge in the Probate Division of the Eleventh Judicial Circuit in Miami-Dade. After law school, Nicole returned to the 11th Judicial Circuit as an Attorney Case Manager to the Honorable Jerald Bagley until the time of his retirement and also to current sitting Judge the Honorable Jorge E. Cueto, Circuit Court Judge in the Probate Division of the Eleventh Judicial Circuit in Miami-Dade. She then pursued a career in civil litigation focusing in the area of insurance defense working as in house Staff Counsel for one of the top insurance companies in the United States. Nicole practices in the areas of Probate, Trusts, Guardianships, Guardian Advocacy, Estate Planning, and Elder Law. During her free time she enjoys traveling, cooking, and spending time with her husband and family.

Estate Planning Law

1515 S. Federal Highway, Boca Raton, FL 33432

R. Brady Osborne, Jr. practices estate law in Boca Raton, Florida, with Osborne, Osborne & Fanzlaw, P.A. He joined the Osborne practice in 1983, the year he completed his law degree at the University of Florida. His uncle, R.C., was his partner there; their partnership lasted 28 years, according to the firm’s history. Osborne goes by Brad. Originally from Greensboro, North Carolina, he earned a B.A. at the University of North Carolina at Chapel Hill in 1980. Florida admitted him to the bar on October 27, 1983. He remains listed by the Florida Bar as a member in good standing and eligible to practice, with board certification in Wills, Trusts and Estates recorded for 1995. Planning and administration are part of his estate practice, as is litigation involving estates, trusts and guardianships. He also works on asset and wealth preservation. His firm biography lists admission to the United States Supreme Court, the Southern District of Florida’s U.S. District Court and the United States Tax Court. Outside his practice, Osborne has held several school and church positions. He was vice-chair of the Board of Trustees at St. Andrew’s School and chaired its Committee on Trustees. At St. Gregory’s Episcopal Church, his past responsibilities included teaching Sunday school, serving as senior warden and chairing the Endowment Committee. He also served on Lynn University’s Board of Overseers and is a former president of the One Hundred Club of South Palm Beach County.

Estate Planning Law

500 S Washington Blvd, Suite 400, Orlando, fl 32801

Sheryl A. Edwards is a board-certified real estate attorney with The Edwards Law Firm, PL, in Sarasota, Florida. Accounting preceded her legal education: after attending the University of Wisconsin-Madison, she earned an accounting degree at the University of South Florida. At Stetson University College of Law, she served as research editor of the Stetson Law Review and graduated with honors, receiving her Juris Doctor. Her professional service includes two former committee chairmanships: the Sarasota County Bar Association’s Attorney/Realtor Committee and the Twelfth Judicial Circuit Unlicensed Practice of Law Committee. Outside those committees, Edwards was treasurer and a board member of Habitat for Humanity of Sarasota, Inc. A former board member of the Sarasota chapter of the Florida Association of Women Lawyers, she is also listed in her firm biography as a Master Emeritus of the John M. Scheb Inn of Court. The Florida Bar lists her under her full name, Sheryl Ann Edwards, and identifies her as a member in good standing who is eligible to practice in Florida. Her firm biography lists New York among her bar admissions, along with the Middle District of Florida and the Eleventh Federal Circuit Court. Its membership list includes the Sarasota County Bar Association, American Bar Association and the Florida Bar’s Real Property, Probate, and Trust section.

Estate Planning Law

2750 Ringling Boulevard Suite 3, Sarasota, 34237, United States

www.bowmangeorge.com

Estate Planning Law

2600 Douglas Rd suite 507, Coral Gables, FL 33134, USA

Yuneymis “Yuni” Barreto earned her law degree at the Florida International University College of Law in 2015. Yuni was born and raised in Cuba. Law has always been her passion. Yuni attended 5 years of education at the University of Havana, School of Law, before coming to the United States. She is a proud alumna of the Heckerling Institute of Estate Planning and earned her Master of Laws (LL.M.) in Estate Planning from the University of Miami in 2019. Yuni has been a member of the Florida Bar since 2016. She exclusively practices in the areas of estate planning, trust and estate administration, trust and estate litigation, and probate related matters. Yuni is currently enrolled in the University of Florida, Levin College of Law, Graduate Tax Program and is expected to earn her Master of Laws (LL.M.) in Taxation in May 2026. Whether your case involves a will, a power of attorney, a guardianship, or any other estate matter, the law office of Luis E. Barreto & Associates, P.A. will provide the right solution for your unique circumstances.

Estate Planning Law

18910 Knoll Landing Dr, Fort Myers, FL 33908

Prior to forming ILG Private Wealth, John’s professional career was focused as the director of the estate, retirement and business planning departments of several law firms in Florida and Pennsylvania. Today, John brings over 35 years’ experience of providing sophisticated legal and financial advice to the high-net-worth and ultra-high-net-worth clients of ILG Private Wealth. He founded the firm with the belief that high-net-worth families deserved access to conflict-free financial planning and investment advice. John’s expansive experience includes sophisticated estate and retirement planning, executive compensation and advanced benefits planning, asset protection planning and multi-generational legacy planning. As a licensed life and health producer, John is a noted author and lectures on the design and various uses of life insurance and annuities including: premium finance arrangements; corporate-owned life insurance; key man insurance arrangements; non-qualified retirement plan alternatives; captive insurance; private placement insurance; and proprietary multi-generational insurance strategies. John earned his Juris Doctor from Duquesne University School of Law and went on to earn an L.L.M in Federal Taxation from the University of Florida. John has been an active member of the Pennsylvania Bar Association since 1983 and The Florida Bar since 1984. John currently holds a Series 65 registration and is a licensed life and health insurance agent.

Estate Planning Law

350 E Robertson St, Brandon, FL 33511, USA

Ruby Montes is the Managing Partner of Heiress Law, a boutique estate planning, probate, and elder law firm serving clients across Florida and New York. With over 20 years of legal experience, Ruby is dedicated to helping families plan for the future with compassion and clarity. A proud New York–born Latina licensed in both Florida and New York, Ruby has built her career on advocacy, cultural competence, and empowering diverse communities—including LGBTQ+ individuals, international families, foreign investors, blended families, and those with special needs. After launching Wake Law in 2016, Ruby merged with Skyers Law Group to form Heiress Law, expanding access to quality legal services across both states. Beyond her practice, she serves on multiple nonprofit boards, co-founded the Tampa Bay Latin Chamber of Commerce, and mentors aspiring estate planning attorneys. Ruby Montes is more than a lawyer—she’s a trusted advisor, community leader, and passionate advocate for legacy building.