Wills & Trusts, Estates & Probate
Wills & Trusts, Estates & Probate Lawyers in Fort Lauderdale
Whether your goal is to leave behind a legacy or to ensure you are maximizing the estate for your heirs, attorneys Ira Zuckerman and Lauren Mata can assist you in creating and achieving your estate planning goals. Many people with high net worth fear that taxes will eat up their legacy, but there are many ways to shelter your assets so that your heirs can receive their inheritance without fear from the IRS or the Florida DOR.
Our Estate Planning Practice
We assist individuals, including domestic partners and business owners, with their estate and probate needs, including the following:
Estate Tax Issues
We can help you understand estate tax issues, and work with you to minimize your estate tax. A little preparation now will preserve as much of your estate as possible to pass on to your heirs or charitable foundation. We can help you establish a trust or another form of tax shelter to keep your assets safe after your death.
Estate Planning for Domestic Partners
If you are in a domestic partnership, sadly, the laws are against you for estate planning unless you prepare now. Our attorneys have extensive experience handling the estate planning needs of individuals who are in a relationship but not married (including domestic partnerships). If you have a problem during your domestic partnership and you decide to split, an estate plan will protect you.
Wills and Trusts
We utilize a variety of estate planning tools to accomplish our goals, including pour-over wills, revocable and irrevocable trusts, spendthrift clauses, and other estate planning tools to avoid or minimize estate tax and dispose of your estate as you wish.
In some situations, joint ownership may be a possible solution. However, wills and trusts, as well as joint ownership, have special issues you need to consider. We can explain those issues to you and provide you with our recommendations.
Our attorneys have extensive experience handling estate planning matters for professionals, including doctors, business owners, lawyers, executives, and key employees who want to protect their estate yet are especially vulnerable to lawsuits.
Business Succession Planning
If you are a business owner who wants to pass your business to your children, business partner, or others, we can provide you with relevant advice and an estate plan to accomplish your goals.
Living Wills and Healthcare Directives
We also prepare living wills and health care directives for our clients to ensure their health care wishes are carried out in the event they are not in a position to voice their opinion or desire.
Probate and Estate Administration
We also provide probate and estate administration services for our clients.
For information about estate planning, business succession planning, or domestic partnership planning asset protection, please schedule a free confidential consultation with an experienced estate planner by calling us at 954-922-1975 (locally), or filling out our intake form on our Contact Us page. Zuckerman & Mata serves the entire South Florida region. If you need to create an estate or need a wills and trusts lawyer in Dania Beach, Aventura, and Fort Lauderdale, reach out to us.