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Estate Planning, Trusts & Probate

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.

Our attorneys handle probate matters, estate administration, and trust administration. Our estate administration attorneys handle all aspects of probate estate administration, including full formal probate proceedings, summary administration, homestead determinations and ancillary estate administration for out-of-state residents who own property in Florida. In addition, our attorneys help personal representatives, trustees and guardians navigate complex legal duties and obligations under an estate plan. We address their personal and professional concerns and assist with dispute resolution should issues arise.