Broad & Cassel
Estate Planning and Trusts
Families and individuals throughout Florida work hard to build and maintain wealth for themselves and for future generations. We represent thousands of families in the area of Estate Planning and Trusts. We take the time to fully understand their goals relating to the transfer of wealth and we are committed to apply the most sophisticated techniques and strategies to minimize taxes and achieve our clients' financial objectives.
Practice Group Philosophy
We invest the time and effort to learn as much as possible about our clients' personal and financial objectives and then develop a tailor-made strategy to best accomplish those objectives.
Major Qualifications
Our attorneys are leaders in their areas of practice. Many are CPAs, have worked at Big 5 accounting firms, and/or hold Masters of Law in Taxation. Moreover, they are frequent speakers and authors on estate planning topics at the local, state and national levels.
Estate Planning Expertise
We are prepared to advise clients on the most basic and most complex aspects of estate planning, including planning for the disposition of business interests. Some examples include:
* Estate tax marital deduction planning and credit shelter trusts
* Revocable inter-vivos (living) trusts
* Gifts in estate planning, including the creation of sophisticated trusts, such as Grantor Retained Annuity Trusts (GRATs)
* Irrevocable trusts for disposition of insurance proceeds
* Charitable trusts to minimize income or estate tax liabilities, especially in disposing of interests in closely held businesses or highly appreciated assets
* Preparation and review of shareholder and partnership agreements as they relate to estate planning considerations
* Living wills, health care surrogate designations and durable powers of attorney
Probate Administration and Litigation
Our attorneys are widely recognized for their experience on virtually all issues that might arise in the course of administration of a trust, estate or guardianship. We also have extensive experience in all areas of litigation in these areas, including will contests, probate accountings, actions brought against personal representatives or trustees, and all aspects of federal and state tax litigation.
Broad & Cassel
390 N Orange Ave #1400
Orlando FL 32801
Tel: 407 839-4200
Fax: 407 425-8377
E-mail: info@broadandcassel.com
Broad and Cassel offers full-service legal representation for individuals, public entities and private enterprises — from start-ups to Fortune 500 companies. Founded in 1946, we have office locations throughout the state to serve your legal needs. Our lawyers know Florida's economy, its history, and its business and political leaders. Over the years, we have developed a keen understanding of how government works at the local, regional, state and federal levels.
In many areas, we have been largely responsible for drafting and shaping the law. Our knowledge and expertise, combined with our focus on excellent client service, has made Broad and Cassel one of Florida’s leading law firms.
OUR APPROACH
At Broad and Cassel, our attorneys strive to serve as trusted advisors to clients throughout the United States and abroad. We form lasting relationships: every client in our Firm is a peer, partner and friend. We make it our mission to understand your business, because we care about your success. We tailor our approach individually to your needs, keeping everything in mind — from the smallest details, including your interests and your issues, to the bigger picture — the nation’s economy and its ever-changing statutes and laws.
OUR PLEDGE TO YOU
Cost-Effective Counsel Results, responsiveness and value. At Broad and Cassel, we are committed to providing you with the most cost-effective legal counsel. We have the expertise to address a diverse range of issues. We also use paralegals wherever appropriate to minimize the legal expenses for our clients. This combined approach keeps costs down for our clients.
Broad and Cassel works with a diverse array of clients and we are thus familiar with the unique issues and challenges they face. We help our clients create and enhance the value of their business and explore opportunities for development and growth. We are sensitive to fees and costs and approach each matter with an eye toward achieving the objective.
Our attorneys are dedicated to understanding our clients’ business goals and objectives and the industries in which they compete. This extraordinary level of knowledge enables us to bring added value to our clients.
EXPERIENCE THAT COUNTS
Our firm is comprised of practice groups, or teams of lawyers focused on specific industries and areas of law. In so doing, we become so much more than competent legal technicians. We strive to be counselors, advisors, and problem solvers to our clients. As a result, our attorneys are continually recognized and honored for their outstanding achievements in providing sophisticated legal services.
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