Our Trusts and Estates practice group provides the full range of services needed by individuals and fiduciaries with respect to estate planning, estate administration, trust administration, transfer tax planning, asset protection and guardianships.
The group is led by Paul Ghougasian, who is Board Certified in Tax Law by The Florida Bar and has 30 years of experience. The team also includes attorney Alexis O’Hagan, who focuses her practice on trusts and estates, probate, and general corporate matters.Our firm’s Trusts and Estates practice group handles all aspects of estate planning matters, working closely with clients to navigate the legal complexities often involved in the estate planning process. Typically, a core estate plan includes executing a Last Will and Testament, Revocable Living Trust, Durable Power of Attorney, Pre-need Guardianship Designation, and Advance Directives, such as the designation of Health Care Surrogate and Living Will.
Additionally, our team advises clients on tax planning strategies involved in estate planning to help minimize the effects of estate, gift, and generation-skipping transfer taxes.
The firm’s Trusts and Estates practice group’s services include, but are not limited to:
- Preparation of wills and revocable living trusts
- Preparation of advanced directives, including durable powers of attorney, health care surrogate designations, HIPAA authorizations, preneed guardian designations, preneed guardian designations for minor children, and living wills
- Trusts, estates, and guardianship administration and litigation
- Estate, gift, and generation-skipping transfer tax mitigation planning
- Charitable planning and charitable trusts
- Life insurance planning and life insurance trusts
- Asset protection planning and asset protection trusts
- Foreign trusts
- Gifting trusts
- Qualified personal residence trusts
- Pre-immigration trusts
- Elder law
- Special needs planning
- Prenuptial and postnuptial agreements and related trusts
- Business succession planning
