Padula Bennardo Levine, LLP provides full analysis, advice and drafting for the planning of the individual’s estate, from the simple will to multi-trust and tax-minded plans. As a complete business resource to Boca Raton and South Florida business owners, the firm approaches individual estate planning with a unique understanding of the client’s holdings and business goals in conjunction with their personal estate planning needs.
From simple asset transfer advice to the creation of complex multi-purpose multi-trust plans, Padula Bennardo Levine, LLP meets the unique needs of each client by listening to their needs and applying the appropriate estate planning tools to help them reach their goals, contact our experienced estate planning & probate attorneys.
Firm attorneys work hand-in-hand with their clients to thoroughly understand their needs and goals for their own futures and long-term care, as well as the legacy they may hope to leave to family, friends, or organizations and institutions of their choice. The firm takes a comprehensive approach to estate planning, drafting the right combination of wills, trusts, healthcare directives, powers of attorney and other documents to ensure that clients are properly taken care of during their lifetime, and that their wishes are fulfilled after they are gone.
Proper, comprehensive estate planning with the aid of experienced attorneys is essential to avoid the imposition of a guardianship or conservatorship, and to minimize the likelihood of a challenge to the will or protracted probate.
With a keen eye toward the intersection of business law and estate planning, the attorneys at Padula Bennardo Levine, LLP understand the unique needs of the business owner to incorporate important business planning into the drafting of an estate plan. The firm works to draft a plan that allows the business to continue without interruption despite the death or incapacity of a business owner, and to transfer ownership without undue and overly-burdensome tax liability.
Probate is the court-supervised process necessary to give effect to the terms of a will and distribute the assets of an estate according to the wishes of the testator. A great deal is required of the estate’s Personal Representative in the probate process, including gathering all assets and conducting an inventory and appraisal; notifying creditors of the probate; paying, resolving or litigating claims against the estate; paying all valid debts and taxes; liquidating property as necessary; and more.
Padula Bennardo Levine, LLP represents all parties who have an interest in the probate process, including the personal representative of the estate, intended beneficiaries, and pretermitted or omitted heirs. Experienced litigators, the firm’s attorneys are prepared to resolve will contests and other adversarial matters which may arise in the course of probate or trust administration.
For sound legal advice and practical, professional assistance with Boca Raton estate planning and probate matters, contact us for a confidential consultation.