At M.H. Rosenthal Law, our Lake Nona Estate Planning Attorney brings comprehensive capabilities to the spectrum of services that fall into the realm of client estate planning.
Our attorney manages the estate and business planning needs of all clients, including individuals, family members, groups, business owners, and senior executives.
High net-worth clients come to us for trusted, reliable management of matters pertaining to taxation, giving, and estates.
We are knowledgeable in tax law, keeping abreast of changes and responding promptly when changes impact our clients’ estates.
Clients undergoing life changes also come to our attorneys for management of estate-planning needs. Life changes include marital status, birth of a child, a change in state of residence, change in value or character of assets, change in intended beneficiary, death of a beneficiary, death of a guardian, or a change in law laws affecting estate taxes.
M.H. Rosenthal Law‘s attorney counsels in tax planning and giving.
We counsel clients in minimizing gift and estate taxes, income taxes, and generation-skipping transfer tax.
We instruct clients on annual exclusions that maximize lifetime giving opportunities.
Those of our clients who form and operate charitable remainder trusts, charitable lead trusts, donor advised funds and private foundations depend on us for guidance and counsel in optimizing and leveraging these charitable giving vehicles.
Our Lake Nona Estate Planning Attorney guides individuals and families in passing assets to the next generation, ensuring that maximum amounts are received by the intended beneficiaries.
Wills, Trusts, Living Wills, Estate Asset Protection:
We provide counsel in asset protection, succession planning, wills, trusts, multi-generational planning, and estate and trust administration.
Our knowledge of trusts enables us to advise regarding when trusts are effective, particular in avoiding taxes, probate, creditor claims, and other claims.
We serve as executors and trustees, providing legal advice and handling all aspects of estate, trust and foundation administration.
For the elderly, we provide counsel in the establishment of living wills, powers of attorney, and guardianships, as well as in setting up arrangements with life care communities and institutions.
Clients utilize our services in all aspects of retirement planning, including special needs planning such as long-term care.
Our attorney works with executives of public and private companies in matters relating to employment benefits, stock options, rollovers, lump sum payments, restricted stock, and other tax planning matters.
Nona Legal Services work with your financial advisors, accountants, and other advisors to ensure your plan works for all aspects of your life.