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.
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.