Practice Areas of Our Estate Planning Attorneys in Miami, FL
The Law Office of Brian C. Perlin, P.A. employs a multi-disciplinary approach in preparing estate planning documents in Miami, FL. Our attorneys have a background in tax and finance, in addition to extensive expertise in elder law, probate, and trust administration, among others.
With several practice areas in estate planning, we can explore various possible legal concerns in your situation. A comprehensive, well-designed estate plan prevents unnecessary financial and emotional distress, and you’re assured that you and your family are prepared for life-changing events.
“Proper estate planning will give you the peace of mind that only comes with knowing that your legacy will be protected and your personal wishes fulfilled.” — Brian C. Perlin
Scroll down to read more and click on each for more information.
Probate and Estate Administration
Our team in Miami helps ease the burden of probate and estate administration for your family. The assets to be transferred based on a will go through probate, and those to be transferred outside of a will (through trust, for instance, or in the absence of a will) are handled through estate administration.
Our attorneys will assist in meeting the responsibilities and preparing documents required by the probate and estate administration process.
> Prepare for Probate/Estate Administration
Estate Planning
Our estate attorneys in Miami will help you prepare estate planning documents (wills, trusts, durable powers of attorney, etc.) to ensure that your assets are managed and distributed according to your wishes. Your estate planning also includes documents that designate a person you trust to make critical decisions on your behalf should your deteriorating health prevent you from making such decisions.
Elder Law, Medicaid Planning, and Guardianships
With extensive expertise in Elder Law, our firm will assist you in preparing for the specific legal challenges faced by seniors, including long-term care or nursing home, senior housing and home care, healthcare documents, and guardianships, as well as issues concerning Medicare and Medicaid.
Asset Protection
Our lawyers will explore various techniques to shield your assets against risks posed by potential creditors, pending bankruptcy, or lawsuits. We assist professionals and business owners whose personal assets may be at risk in Florida.
Estate Tax Planning
As part of our estate planning in Miami, Florida, our attorneys employ astute legal planning to minimize federal estate tax, an excise tax levied on the transfer of a person’s assets following death. This is a prudent aspect of comprehensive estate planning.
Business Succession Planning
We take steps to protect your family business from various eventualities, such as the retirement, disability, or death of the family business owner or a key employee. These situations could potentially cause a business to shut its doors. Your family business will have a successful transfer of ownership through careful coordination of financial and estate plans.
> Plan for Business Succession
Special Needs Planning
Our team assists parents of children with special needs in making informed estate planning choices and ensuring that your children will be well cared for. We’ll coordinate the legal and financial aspects of planning for the special care needs of your children.
Charitable Planning
Our lawyers will assist you in providing for charitable causes in your estate plan. We’ll also recommend tax-advantaged strategies to maximize the gifts you’ll be leaving.
> Provide for Charitable Institutions
Veterans Benefits
Our team will help you apply for programs designed for veterans and their surviving spouses, such as Aid and Attendance or Housebound Benefits. We’ll guide you in the complex application process.
A Tailored and Strategic Plan
Different families require different needs — and face different legal concerns. Our Miami law firm builds relationships with our clients and takes time to understand your needs, desires, and goals to create tailored and strategic estate plans.
Founded in 1985, the Law Office of Brian C. Perlin, P.A. has represented many clients in Florida, helping families plan for life events and creating safeguards against devastating problems brought about by creditor claims, illnesses, disabilities, and death.
It is through thoughtful legal planning that you can achieve the confidence that your assets — your life’s work — and your wishes are all in order. Contact our estate planning attorneys in Miami today.
Drop by Our Law Office
Our law office is conveniently located in downtown Coral Gables, just a few blocks away from Miracle Mile.
Visit us at 201 Alhambra Circle, Suite 503, Coral Gables, FL 33134 today.