Practice Area: Estate Planning

Trusts & Estate Planning

Estate Planning Lawyer in Jacksonville, FL

To initiate a transfer of wealth between generations in a tax-efficient manner, careful planning is required. At Liberty Law Legal, we offer an assortment of Trust and Estate Planning services to help you every step of the way.

In today’s legal field in Florida, a tight grasp of other related aspects of the law is necessary for a Trusts & Estate Planning Lawyer to secure the desired outcome. This includes family law, real estate law, business law, and Florida’s tax system.

Our portfolio consists of various types of estate planning services:

  • Preparation of wills and trusts
  • Family partnerships
  • Retirement plan strategies
  • Gift and estate tax planning
  • Disclaimers
  • Qualified terminable interest trusts
  • Offshore trusts
  • Charitable trusts
  • Living trusts
  • Grantor retained interest trusts
  • Private annuities
  • Elder law planning
  • Prenuptial agreements
  • Qualified personal residence trusts
  • Life insurance trusts
  • Qualified domestic trusts
  • Transition of family business planning
  • Limited liability companies
  • Sales to intentionally defective trusts
  • Other planning devices

We serve both corporate entities as well as charities, organizations, foundations, and individual clients, with whom we work closely to find the most optimal solution. To do so, a qualified estate planning attorney will work with you to legally keep your taxes at the bare minimum while protecting and preserving your family’s assets for future generations.

Trusts & Estates Litigation

Liberty Law Legal is a Trusts & Estate Planning Lawyer that can help you either avoid litigation or be your trusted and reliable partner throughout the process. Whether you’re a trustee, executor, parent, guardian, beneficiary, or creditor, our estate planning attorney team possesses an in-depth understanding of the trust and real estate law in Florida.

We can assist you with any form of:

  • Trust litigation
  • Will contests and probate litigation
  • Fiduciary litigation
  • Complex creditor claim controversies
  • Contested guardianships and elder exploitation matters
  • Disputes involving beneficiary designations and gift transfers
  • Other inheritance disputes

In the unfortunate event of facing the threat of litigation yourself, we can help you mitigate the risk through:

  • Trust modifications
  • Fiduciary risk management
  • Fiduciary succession
  • Preparation of accountings and beneficiary communications

Frequently Asked Questions For Estate Planning Law

Is Estate Planning Your Primary Area of Expertise?

Estate planning is one of our main practice areas. In fact, we have a dedicated estate planning attorney crew with real-world experience handling complex cases for a variety of clients.

How Much Do You Charge?

Our estate planning attorney costs and fees depend on the unique circumstances pertaining to your case and the types of legal services you require. To assist you further, we invite you to get in touch with us for a free quote.

What Is Your Experience?

We have been practicing since 2008. Employing Florida’s top estate planning attorneys, we have amassed real-world experience undertaking a wide array of complex cases with a successful outcomes.

Will I Be Asked to Review Any Documentation?

To avoid miscommunication, we ask our clients to review all documentation before submitting it. Since not everything can be changed afterward, this is a vital part of the process.

What Is the Time You Take for Case Completion?

In case a Trusts & Estate Planning Lawyer is available, we get on the case immediately. Bear in mind that, the more case-relevant materials you can present us with, the less time it will take for us to get to work. The amount of time to completion depends entirely on the complexity of the case.

Every client has a different story, so we make a point to employ a personal approach and get to know yours. Based on what you share with us, we devise a custom strategy for your particular case that takes your unique circumstances into account. Since these can be stressful times for everyone involved, our Trusts & Estate Planning Lawyers will be there for you and guide you every step of the way.

Helping Jacksonville Residents with Estate Plans, Wills & Trusts

Our clients say it all.

Thanks to Tom and the supporting staff, my family is complete. If I ever am in need of further legal help, this is where I will go. I definitely recommend Tom as a fighter and professional, respectful, honest, and hard working attorney.

Book a Free Consultation

Submit the form below and we will contact you to schedule a consult as soon as possible. Consults are designed to help us assess your legal concerns in detail and evaluate how we can best help. There is no cost for this initial consult.