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Wills, Trusts & Estate Planning
As
the oldest law firm in the State of Florida, the attorneys in Macfarlane
Ferguson & McMullen have developed an extensive practice in the areas of
Wills, Trusts and Estates, representing multiple generations of long-term
clients in this now very sophisticated area. Our attorneys are actively
involved in advice and representation pertaining to, and preparation of
documentation for, simple or complex Wills involving trusts and estate
planning within their terms, Inter Vivos Revocable and Irrevocable Trusts,
Family Limited Partnerships, Life Insurance or Wealth Transfer Trusts,
Qualified Personal Residence Trusts, Charitable Remainder Annuity or
Unitrusts, and other available plans to implement a client’s goal to
transfer assets, while simultaneously seeking to minimize estate or other
succession taxes.
In
addition to creating plans for distribution, and implementing those
through the preparation of documentation and transfer of assets, the firm
also represents corporate and individual fiduciaries, estate and trust
beneficiaries, or others having an interest in an estate or trust
situation where litigation is threatened or instituted. The firm has
attorneys experienced in prosecuting or defending Will and Trust contests,
construction of documents and judicial proceedings involving changes to
charitable trusts to reflect changes in the law or in the appropriate
beneficiaries or fiduciaries.
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