About Perlin Estate Planning & Probate
Perlin Estate Planning & Probate provides expert legal guidance in estate planning, probate, trust administration, elder law and guardianship. With a background in tax and finance, we apply a multi-disciplinary approach to our counsel.
A comprehensive, well-designed estate plan prevents unnecessary financial and emotional stress, and leaves you assured that your family and you are prepared for life-changing events.
Estate Planning
We will prepare estate planning documents (trust, wills, durable powers of attorney, health care 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. Whether you are newly married, a young family, or in your senior years, it is always the right time to make your plan.
Probate and Estate Administration
We will help you 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
Elder Law, Medicaid Planning, and Guardianships
With extensive expertise in Elder Law, we 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. If you are an individual in need of Medicaid, we can assist with the application process.
Asset Protection
We can 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
We employ astute legal planning to minimize federal estate tax (an excise tax levied on the transfer of a person’s assets following death) obligations. This is an important aspect of comprehensive estate planning.
Business Succession Planning
We take steps to protect your family business from various eventualities, including retirement, disability, or death of the business owner or key employee. Without such planning, these situations could result in the closure of your business. We can help your family business 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 protected. We can coordinate the legal and financial aspects of planning for the special care needs of your child.
Charitable Planning
We can provide guidance and assist you in making preparations for providing for charitable causes in your estate plan. We will also recommend tax-advantaged strategies to maximize the gifts you leave.
> Provide for Charitable Institutions
Veterans Benefits
We can help you apply for programs designed for veterans and their surviving spouses, such as Aid and Attendance or Housebound Benefits. We will guide you in this complex application process.
A Tailored and Strategic Plan
Different families have different needs — and face different legal concerns. Perlin Estate Planning & Probate builds relationships with our clients and takes time to understand each client’s needs, desires, and goals. In doing so, we can create tailored, strategic estate plans.
Founded in 1985, Perlin Estate Planning & Probate, formerly the Law Office of Brian C. Perlin has represented thousands of clients throughout South Florida. We help families plan for life events and create safeguards against devastating problems brought about by creditor claims, illnesses, disabilities, and death.
Through thoughtful legal planning, you can be confident that your assets — your life’s work — and your wishes are in order.
