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Estates and Trusts

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Overview

Based upon each client’s objectives, RumbergerKirk assists in the development of estate plans and drafting of all appropriate documents, taking into account the client’s charitable goals, special needs and other considerations. We handle the drafting of all documents whether the client needs a simple will, or one with a testamentary trust or revocable trust coupled with a pour-over. Our team always includes preparation of a Living Will, Designation of Health Care Surrogate, and Durable Power of Attorney in order for a client’s lifetime financial and personal matters to be properly handled if the client is not able to do so.  Our estate practice also includes representing personal representatives in the administration of probate estates, Trustees in the administration of Trusts as well as guardians and guardian advocates.

  • Wills
  • Trust (Testamentary, Revocable, Insurance and Dynasty, Irrevocable, Special Needs, Charitable, Remainder and Annuity Trust, Gun Trust)
  • Asset Protection Planning
  • Living Wills
  • Healthcare Surrogate Designation
  • Durable Power of Attorney
  • Guardianships
  • Guardianship Advocate
  • Probate Administration
  • Trust Administration
  • Ancillary Probate Administration
  • Family Trust Company Under Chapter 662, Florida Statutes
  • Probate and Trust Litigation

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  • Bradley Davis

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Offices

Orlando

300 South Orange Avenue
Suite 1400
Orlando, FL 32801

407.872.7300

Miami

80 Southwest 8th Street
Suite 3000
Miami, FL 33130

305.358.5577

Tampa

100 North Tampa Street
Suite 2000
Tampa, FL 33602

813.223.4253

Tallahassee

101 North Monroe Street
Suite 120
Tallahassee, FL 32301

850.222.6550

Birmingham

2001 Park Place North
Suite 1300
Birmingham, AL 35203

205.327.5550
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