Private Wealth

Services Offered

Estate Planning (Wills / Trusts)

Dunlap Moran’s highly-regarded Private Wealth Practice Group is regularly engaged to address estate planning, business succession and asset protection planning. The Private Wealth Practice Group’s attorneys are also integrated with the firm’s professionals who assist in business entity formations such as limited liability companies, corporations and partnerships. Our team of professionals design plans to achieve estate planning objectives while striving to minimize tax consequences and administrative expenses.

Services provided by the Private Wealth Practice Group include: preparation of Last Will and Testaments, Revocable Trusts, Irrevocable Trusts, including but not limited to Insurance Trusts, Generation-Skipping Trusts, Asset Protection Trusts, Charitable Trusts, Qualified Personal Resident Trusts and various other documents and techniques.

Guardianship Administration

People of all ages can become physically or cognitively incapacitated. When this happens, they may need legal representation to ensure that their personal needs are still met and to help guard against abuse, exploitation or fraud. Dunlap Moran’s Private Wealth Practice Group offers attorneys experienced in all varieties of guardianship matters, whether representing the guardian or the incapacitated person, including contested guardianships and uncontested matters (guardianships that are agreed to and desired by family and friends). Our attorneys also represent all interested parties with respect to health care and durable power of attorney issues. We respectfully advocate for the least-restrictive means to help ensure the dignity of the ward and peace of mind for their loved ones.

Trust and Estate Administration

Dunlap Moran’s Private Wealth Practice Group offers comprehensive estate administration and trust administration services to trustees and personal representatives throughout the state of Florida. Our attorneys provide excellent guidance to our clients on the complexities of Florida probate and trust administration laws. We additionally assist with those many other issues that often arise during trust and estate administration, including probate and trust litigation matters. Our attorneys handle estates of all sizes and types, in all Circuit Courts in the State of Florida. Additionally, we prepare formal and informal accountings, resolve creditors’ claims, and distribute estate and trust assets to the named beneficiaries, and assist in the preparation of all required federal estate tax returns.