Guidance For Challenging Estate Planning Matters
If you hold significant assets, including retirement accounts, real estate or business assets, you may need more than a basic will and trust in your estate plan. At Pilka Adams & Reed, P.A., we help clients preserve their estates, minimize tax burdens and protect their families’ inheritances.
We have been assisting clients with matters of estate planning and administration for more than 30 years. We have a variety of tools we can use to help you achieve your estate planning and tax savings 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 subjected to tax laws in multiple states. This is particularly true if you own property in another state or conduct business there. Certain states have their own forms of gift taxes, estate taxes and inheritance taxes.
Our experienced estate planning attorneys are familiar with these nuances. We can help you manage your assets across state lines to develop the best tax saving strategy for you and your loved ones.
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 lawyers can effectively resolve such issues in mediation, arbitration or in court.
Contact Us 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 813-502-1097 to speak with one of our knowledgeable. We also have an office in Lakeland that you can reach by calling 863-263-9321.