Private Client Services

Private Client Services

The Private Client Services Group is one of the largest and most experienced in the Tampa Bay area focusing primarily on individuals and families with estate, tax and wealth transfer planning needs. Our team of experienced estate planning lawyers and professionals is uniquely equipped to advise clients on a variety of issues, including:

  • Developing and implementing individualized estate plans for multiple generations
  • Developing and implementing strategies for transferring wealth on a tax-efficient basis
  • Designing ownership structures to achieve operational control, tax and liability protection objectives through the use and administration of closely-held corporations, limited liability companies and partnerships
  • Estate and trust administration and settlement
  • Tax, probate and trust disputes and litigation
  • Advising families on business succession issues
  • Creating charitable foundations and trusts
  • Creating and administering family offices

Our estate planning attorneys and legal assistants are dedicated to continuing education on the most recent developments in our areas of practice through active participation in Bar and other professional organizations, as well as through our own client publications and newsletters. We are committed to providing our individual and family clients with excellent, responsive and discreet services in these important and highly personal matters.

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