Trust and Estate Law

Wills, Trusts, Estates, & Probate

Estate and Tax Planning, Asset Protection
and Wealth Management

Business owners, entrepreneurs, executives and high net-worth individuals have unique estate and tax planning issues. In the U.S. each state has its own estate tax laws which, when coupled with the threshold of Federal Law, makes tax planning very complicated. Florida does not have an estate or inheritance tax, whereas New York does. The laws, as applied to foreign nationals, are different than those for citizens. Our tax and estate planning attorneys will spend as much time as needed to get to know you and create a comprehensive plan tailored to your individual goals, keeping in mind domestic and international personal wealth and estate tax, gift tax and generation skipping transfer tax implications. Daniels Law Group seeks to provide the most effective estate plan to minimize your tax exposure and maximize the benefits to your loved ones through sophisticated planning techniques which may include the formation and use of: Estate Freezes, Family Limited Partnerships, GRATs, Life Insurance Trusts, Sales to Defective Grantor Trust QTIPs, and QPRTs.

Wealth arising from a family owned business presents a unique set of challenges for both the family and the company. Daniels Law Group assists family-owned businesses in multi-generational succession planning by helping them address issues related to not only the ownership succession, but also management succession planning and leadership development.

We handle all aspects of Estate Planning, Probate & Probate litigation:

  • Wills and Trusts
  • Durable Powers of Attorney
  • Living Wills
  • Healthcare Surrogate
  • Irrevocable Life Insurance Trusts
  • Personal Residence Trusts
  • Special Needs Trusts
  • Will Contests/Litigation
  • Claims of lack of capacity
  • Claims of undue influence
  • Fiduciary claims
  • Review of estate income tax returns and trust income tax returns
  • Tax planning for your estate and trust
  • Asset Transitioning
  • Beneficiary Agreements
  • Summary Estate Administration
  • Formal Estate Administration
  • Homestead Status
  • Filing and Representation in probate court
  • Transferring assets
  • Actions by and against personal representatives

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    Contact Details

    902 Clint Moore Road
    Suite 120
    Boca Raton Florida 33487
    Phone: 561-955-1950
    Fax: 561-955-1956