Complex Estate Planning

If you hold significant assets, including retirement accounts, real estate property or business assets you may need more than a basic will and trust in your estate plan. At Pilka & Associates, P.A., we help clients preserve their estates, minimize tax burdens to their heirs and protect the inheritances of their families.

We have been assisting clients with matters of estate planning and administration since 1987. We have a variety of tools that we can use to help you achieve your estate planning and tax saving goals, including:

  • Charitable trusts
  • Irrevocable life insurance trusts
  • Supplemental needs trusts
  • Income trusts
  • Family limited partnerships
  • Asset protection strategies
  • Planning for annual exclusion and efficient use of the lifetime exemption

Interstate Estate Planning

Many complex estates in Florida are affected by tax laws in multiple states, particularly if you own property in another state or conduct business there. Certain states have their own forms of gift tax, estate tax and inheritance tax.

Our experienced estate planning attorneys are familiar with these nuances and can help you manage your assets across state lines to develop the best tax saving strategy.

In most cases, having the foresight to plan for your estate can prevent disagreements and legal action down the road. However, sometimes disputes involving an estate are inevitable. Our estate litigation lawyers can effectively resolve such issues in court, arbitration or mediation.

Contact Our Attorneys For Your Complex Estate Planning Needs

We invite you to schedule a confidential initial consultation to learn more about the laws affecting your estate planning matter. Please contact us online, or call us in Brandon at 863-236-9321 or in Lakeland at 863-687-0780, to speak with one of our knowledgeable lawyers handling complex and international estates.