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Estate Planning, Probate and Trust Law

Estate Planning is a term that is sometimes misinterpreted. However, the true meaning of the term involves a comprehensive effort to examine the assets and the manner in which they are  owned by an individual or married couple, consider their objectives for disposing of their assets during life or at death, and minimizing the taxes paid as a result of either lifetime or death transfers. Estate Planning in Florida is more than just drafting a Will with the assistance of an estate planning attorney. Rather, it integrates four (4) separate considerations:

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  • The type of assets and how they are held (or how they are to be held)
  • Personal desires regarding transfer of assets during life or upon death
  • Tax considerations
  • Entity selection with respect to accomplishing transfers such as creation of intervivos (revocable or irrevocable) trusts, family limited partnerships, or limited liability companies, etc.

All four (4) must be considered to ensure that individual or married couples’ wishes are effectively accomplished during life and at death. While estate planning has traditionally involved a well-drafted Will to lay out someone’s desires for their estates, it also involves the use of various trusts, annual giving programs, and family limited partnerships or companies as tools for estate planning. At the Law Offices of Bender, Bender & Chandler, P.A. our attorneys also represent clients in all matters of probate and trust matters and disputes. As trial lawyers, we are able to handle any probate or trust issues, including those involving Will contests, contested probate and trust matters such as:

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  • Probating estates and trust administration
  • Contested conservatorship
  • Will contests
  • Financial elder abuse
  • Beneficiary claims against a Will or trust
  • Creditor claims against a Will or trust
  • Petitions for special administration Trust litigation
  • Testamentary capacity and undue influence issues
  • Contested executorships
  • Trust reformation
  • Claims against fiduciaries

For more information fill out our online form, or give us a call today to set up a free strategy session with one or our probate litigation lawyers.

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Our Offices
  • Palmetto Office
    323 Tenth Avenue West
    Suite 301
    Palmetto, Florida 34221
    Phone: 941-723-3425
    Fax: 941-723-3571
  • Miami Office
    980 NW North River Drive
    Suite 128
    Miami, Florida 33136
    Phone: 305-648-1133
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