St. Augustine's Largest Law Firm
WILLS TRUSTS AND ESTATE PLANNING
Discover how we can help you plan for the future to ensure that you have Wills Trusts and Estate Planning in place that is designed to carry out your intent and desires for your heirs. As the area’s largest law firm with over 10 attorneys, we have several attorneys who practice estate planning.
Our Wills Trusts and Estate Planning attorneys and lawyers can guide your planning to minimize tax liabilities and probate, dispose of assets in a planned manner and provide for future heirs.
Concerned About Taxes – Coordination With Your Accountant?
We routinely work with financial advisors and accountants to evaluate the most effective financial planning mechanism to fit the client’s needs. In fact, James Hatfield has a Masters Degree in Tax Law (J.D./LL.M.) and over a decade of experience in Wills Trusts and Estate Planning.
Let’s Get Coffee.
Join us for a cup of coffee and let’s discuss estate planning that is right for you and your family.
What Documents Should I Consider?
- Wills
- Trusts
- Revocable Living Trust Agreements
- Non-Revocable Trust Agreements
- Power of Attorney
- Health Care Surrogate Designate
- Living Will
- Hospital Visitation Authorization
- Declaration of Pre-Need Guardian
- Durable Power of Attorney
What About a Quit Claim Deed or Enhanced Life Estate Deed?
Our real estate attorneys have decades of experience advising clients on the benefits of a quit claim deed, life estate or enhanced life estate.
- Quit Claim Deed. Can be part of your estate planning and a useful tool to add a spouse to a deed, add children to a deed or to deed property into a trust, where you are the trustee.
- Life Estate. Is typically in the form of a quit claim deed where property is conveyed to intended heirs but the grantor reserves a lifetime interest in the property. Often times, life estates are created for a surviving spouse to plan for conveying the property to children after death. However, the grantor gives up the right to unilaterally change the conveyance should the grantor have a change of mind in the future. The grantor also gives up the ability to borrow against the land.
- Enhanced Life Estate. Similar to a life estate with a very important difference: the grantor reserves the right to change their mind in the future. This can be important if you ever want to be able to sell the property or borrow against the property in the future. Enhance life estates are typically reversible at the sole discretion of the grantor.
If you need a quit claim deed or enhance life estate deed, contact our real estate closing team today:
- Katie Lemelin – Closer and Estate Planning Paralegal
- Thom Sharpe – Closer and Quit Claim Deed Processor
What About Probate, Trust Disputes and Will Administration?
With over 10 attorneys, we actually have a lawyer, Felecia Walker, who concentrates her practice on disputed estates, trust disagreements and estate administration. If fact, Mr. Walker routinely handles probate and guardianship cases.
- Visit or Probate Trust Dispute Guardianship Website today.
Meet Some of Our Attorneys. The People Shown Below Are ALL Attorneys.
For more information on our attorneys and legal services, visit our Wills Trusts and Estate Planning webpages today or dial (904) 495-0400.
Contact Us:
- 104 Sea Grove Main Street | St. Augustine, Florida 32080
