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Estate Planning, Guardianship, Probate & Tax

Attorneys: Charles L. Hoffman, Jr.Trip MaygardenStephen B. ShellTommy Smith

Several of the Firm’s attorneys devote all or a substantial portion of their practice to assisting clients who are facing changes in their families. Our attorneys assist people who are interested in preparing their estate planning documents, minimizing their families’ exposure to estate taxes and administrative expenses, establishing and administering revocable or irrevocable trusts, establishing a guardianship for an incapacitated parent or a special needs child, or settling a deceased family member’s affairs. We understand the sensitive, complex nature of these matters and are committed to helping clients address the challenges that arise over the span of a lifetime.

Shell, Fleming, Davis and Menge provides representation in all matters relating to:

  • Estate Planning, from simple to complex, including the preparation of wills and trusts
  • Disability planning, including the use of Durable Powers of Attorney for Financial Matters, Durable Powers of Attorney for Health Care Matters (including Living Wills, HIPPA releases)
  • Probate and administration of estates
  • Establishing and administering trusts
  • Establishing and administering family limited partnerships
  • Asset Protection
  • Estate planning for unmarried couples
  • Irrevocable Insurance Trusts
  • Special Needs children including the appointment of a Guardian Advocate and preparing special needs trusts
  • Litigation relating to wills, trusts and guardianships
  • Estate, Gift, Income and Generation Skipping Transfer Taxes
  • Guardianships for the elderly, developmentally disabled and minors

Estate Planning, Guardianship, Probate & Tax

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Call today to set up an in-office consultation.

phone:
(850) 434-2411

contact:
226 Palafox Place
9th Floor, Seville Tower
Pensacola, FL 32502
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