Wills, Trusts & Estate Planning
As the oldest law firm in Florida, the attorneys of 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.