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Anywhere Legal
The Virtual Law Firm
Estate Planning
We provide income, gift, and estate tax planning for individuals and family businesses. Among the areas of this practice are state tax matters, income tax planning, estate tax planning, gift tax planning, preparation of gift tax return (IRS Form 709), trust preparation, charitable planning, and organizational advice for businesses.  For example:
  • We represent beneficiaries of estates or trusts by negotiating and settling family disputes.
  • We prepare wills and trusts for individuals, including revocable trusts, life insurance trusts, grantor retained annuity trusts, personal residence trusts, and generation-skipping trusts.
  • We plan for issues related to qualified plans, IRAs, stock options, and other income tax-savings for our clients.
  • We assist in asset protection planning for doctors, dentists and other high income individuals.
  • We perform charitable planning, including tax advice and the creation and representation of private foundations and other charitable entities.
  • We assist closely held business through the establishment of entities for the transfer of ownership or control of family businesses, through family limited partnerships or other similar entities.
  • We facilitate family meetings for wealth and closely held business transitions.
  • We assist our clients in resolving disputes with the Internal Revenue Service and the Florida Department of Revenue.
  • We provide advice to Personal Representatives, Trustees and other Fiduciaries regarding the construction and interpretation of wills and trusts as well as the administration of trusts and estates.
  • We are also available to be appointed as the sole and/or independent Personal Representative (a/k/a Executor) and/or Trustee.
  • We work closely with our client's accountants and financial professionals to ensure that everything is done just right.
The following are specific examples of the type of Estate Planning work that we do together with the related documents that we prepare:

    Wills:
          Simple Wills
          Pour-over Wills
          Tax-planned Wills with:
                Marital Trust Provisions,
                Bypass Trust Provisions,
                Disclaimer Bypass Trust Provisions,
                Retirement Benefits Trust Provisions, and/or
                Generation Skipping Trust Provisions.

    Revocable Trusts:
          Simple Revocable Trusts with no tax planning
          Tax-planned Revocable Trusts with:
                Marital Trust Provisions,
                Bypass Trust Provisions,
                Disclaimer Bypass Trust Provisions,
                Retirement Benefits Trust Provisions, and/or
                Generation Skipping Trust Provisions.

    Other Trusts:
          Irrevocable Trusts
          Asset Protection Trusts
          Qualified Income Trusts (also known as a "Miller Trust")
          Life Insurance Trusts (ILIT)
          Intentionally Defective Grantor Trust (IDGT)
          Qualified Personal Residence Trusts (QPRT)
          Charitable Remainder Trusts (CRT)
          Charitable Remainder Annuity Trust (CRAT)
          Charitable Remainder Unitrusts (CRUT)
          Grantor Retained Annuity Trusts (GRAT)
          Grantor Retained Unitrusts (GRUT)
          Investment Trusts
          S Corporation Trusts
          Supplemental Needs Trusts.

    Miscellaneous:
          Domestic Partner Documents
          Powers of Attorney
          Designations of Health Care Surrogates
          Living Wills
          Legacy Planning
          HIPAA Releases
          Codicils
          Revocations of Powers of Attorney
          Memoranda Explaining Funding and Operations of Trust
          Certifications of Trust
          Deeds Transferring Property to Trust
          Family Limited Partnership Agreements
          Buy-Sell Agreements
          Crummey Letters

Click Here For Sample Estate Planning Legal Fees










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Anywhere Legal provides legal services pertaining to Florida law only. The attorney responsible for this site is licensed to practice law only in the State of Florida. Location of Practice: Jacksonville, Florida.


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