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CityPlace Office Tower | 525 Okeechobee Blvd., Suite 1700, West Palm Beach, FL 33401

Trusts & Estates

TRUSTS & ESTATES

The attorneys in McLaughlin & Stern’s West Palm Beach Trusts & Estates practice area have provided thorough and meticulous estate and trust planning services to the South Florida community for decades. The West Palm Beach office maintains a close working relationship with the estate planning attorneys in our main office in New York City and in our satellite offices.  The firm’s unique situation of maintaining offices in the northeast as well as in Florida often results in a seamless transition for the northern client’s conversion to a Florida domiciliary. Due, in large part, to the numerous qualified estate planning attorneys in our New York office, we can and do handle intricate and complex matters.

From basic to sophisticated estate plans, our West Palm Beach attorneys are proud to serve clients of all kinds.  We have over 40 experienced trust and estate partners and lawyers in our offices located in Naples, Florida; New York City; Great Neck, New York; Milbrook, New York; and Westport, Connecticut, not to mention West Palm Beach.  McLaughlin & Stern provides a full range of services to its clients, including tax and estate planning services and the administration services set forth below.

As mentioned above, the trusts and estates lawyers in our West Palm Beach office offer services from general estate planning to trust and estate administration to litigation support. We have the knowledge and experience to provide effective, practical guidance in the probate or other administration of an estate or trust. Our approach to trusts and estates is founded on personalization. We ensure that each client has a customized estate plan based on her or his specific situation and legal requirements.  One size does not fit all.  The trusts and estates lawyers in our West Palm Beach office prepare wills and trusts that help clients avoid probate, designate guardians for their minor children, protect assets from creditors, manage wealth for beneficiaries to ensure that children and grandchildren inherit property in a manner that is consistent with the client’s wishes, and minimize or eliminate taxes which may be incurred when transferring wealth to successive generations.

McLaughlin Stern Trust and EstatesPerhaps more importantly, our attorneys attempt to present complex issues in a simplified manner so that the client is able to understand and appreciate the significance of what is being accomplished.  We try to keep in mind that although some of the work we do, while perhaps second nature to us, may be daunting and downright scary to you.  Therefore, we attempt not to lose that perspective; and we appreciate and try to lessen the natural uneasiness and dread that a trip to the attorney's office frequently evokes.

Often a client’s needs require guidance from other legal disciplines, and our trust and estates lawyers operate as the gateway to our firm’s broad range of practice areas. We work collaboratively with our colleagues in the areas of real estate, business, family law, and litigation, to name a few, to provide full-service and creative solutions in a cost-effective manner. In this way, we are able to serve our clients by coordinating their needs across multiple issues and legal disciplines.

At McLaughlin & Stern, we maintain a finger on the pulse of the most cutting-edge approaches to legal work. Handling a wide range of trust and estate matters, our West Palm Beach trust and estate attorneys are focused on protecting and shaping our clients’ interests for their benefit. As a result, we have built a well-deserved reputation throughout South Florida as a trusted, discreet, professional, and thorough law firm.

The West Palm Beach Trust and Estates attorneys handle the matters set forth in the following outline:

  • Estate Planning
    • Wills, Trusts and Related Documents
      • Preparation of estate planning documents
        • Wills
        • Revocable trusts
        • Irrevocable trusts
        • Charitable trusts
        • Generation skipping trusts
        • Grantor retained annuity trusts
        • Qualified personal residence trusts
        • Special needs trusts
        • Durable powers of attorney
        • Health care surrogates
        • Living wills
        • Prenuptial/postnuptial agreements
      • Disability and incapacity planning
      • Wealth and asset protection
      • Minimization or elimination of federal and state tax liability
    • Florida homestead issues
    • Domicile planning
    • Transfer tax (Estate, Gift & Generation-Skipping) and income tax planning
      • Portability planning
      • Basis planning
      • Retirement, contribution, and distribution planning
    • Trust and Estate Administration
      • Probate and Non-Probate Administration
        • Fiduciary representation
        • Representation of beneficiaries or claimants
        • Spousal rights
        • Accountings
      • Estate and Gift Tax Returns
      • Post-Mortem Tax Planning
    • Trust and Estate Administration
      • Probate and Non-Probate Administration
        • Fiduciary representation
        • Representation of beneficiaries or claimants
        • Spousal rights
        • Accountings
      • Estate and Gift Tax Returns
      • Post-Mortem Tax Planning
      • Basis Planning
    • Trust and Estate Litigation Support
      • Wills & Trusts
        • Family controversies
        • Undue influence
        • Incapacity
        • Improper application of trust standards
        • Failure to properly invest
      • Fiduciary
        • Breach of fiduciary duties
        • Fiduciary removal / replacement
      • Non-Litigated Dispute Resolution / Settlement Agreements

If you have a need for legal services in the area of trusts and estates, you might find it beneficial to contact us at 561-659-4020, to see if we can help.