sbshlaw.comEstate Planning Attorney, Probate & Trust – Sheppard Law

Estate Planning Attorney, Probate & Trust – Sheppard Law Firm Fort Myers | Sanibel & Naples by Appointment Contact 239-334-1141 CONTACT US Home Practice Areas Wills, Trusts & Estate Planning Probate & Trust Administration Real Estate & Guardianship About Learning Hub Success Stories Client Portal Careers ESTATE PLANNING I want help creating an up-to-date, Florida-compliant plan specific to my & my loved one’s needs. ESTATE SETTLEMENT I lost a loved one and want help settling their affairs as smoothly as possible. REAL ESTATE & GUARDIANSHIP I want help with the guardianship process and/or with my real estate transaction. NEW FLORIDA COMMUNITY PROPERTY LAW A new Florida law enables a complete step-up in tax cost basis at the passing of the first spouse, eliminating capital gains Learn More eSCAPING YOUR FORMER STATE’S TAX AUTHORITY Becoming a Florida resident is easy! Escaping your former state’s taxing authority is the hard part Read How To ESTATE PLANNING I want help creating an up-to-date, Florida-compliant plan specific to my & my loved one’s needs. ESTATE SETTLEMENT I lost a loved one and want help settling their affairs as smoothly as possible. GUARDIANSHIP & REAL ESTATE I want help with the guardianship process and/or with my real estate transaction. What Inspires us Since our founding in 1924, we’ve intentionally created a boutique, family oriented firm that takes the time to listen to our clients . As estate planning attorneys, it’s especially gratifying to forge special relationships that last for decades and span multiple generations with our clients and their families from near and far. HOW WE HELP YOU Many clients won’t often detect hidden pitfalls when developing their estate plan or take advantage of strategies designed to save taxes and protect loved ones. Our Florida Bar Board Certified Wills, Trusts & Estates attorneys guide you through today’s opportunities through our easy to understand processes step-by-step. Get started with your client organizer What Inspires us... Since our founding in 1924, we’ve intentionally created a boutique, family oriented firm that takes the time to listen to our clients . As estate planning attorneys, it’s especially gratifying to forge special relationships that last for decades and span multiple generations with our clients and their families from near and far. HOW WE HELP YOU... Many clients won’t often detect hidden pitfalls when developing their estate plan. Our Florida Bar Board Certified Wills, Trusts & Estates attorneys guide you through our easy to understand processes step-by-step.. OUR UNIQUE ESTATE PLANNING & ESTATE SETTLEMENT PROCESSES The Family Estate & Legacy Program ® Our trademarked seven-step process, created by our estate planning attorneys, guides you through the creation of the best estate plan for you & your loved ones. The Estate Settlement Program ® The loss of a loved one is a difficult time. We use our probate and trust administration attorney-developed, trademarked seven-step process to make the process as simple and painless as possible for you and your loved ones. CLIENT SUCCESS STORIES The information I received was timely, accurate, and delivered with compassion. Bronwyn is a true knowledgeable professional, as was everyone that helped us through this challenging time. Hayley Donaldson and her entire team were outstanding! Robert D. Vincent / Fort Myers, FL Craig and his team handled our changes competently and expeditiously while ensuring that we fully understood their impact on our estate plan. We feel that Craig’s in-depth knowledge as an estate planning attorney and the associated tax regulations will produce significant savings for our heirs. In working with Craig and his team we fell comfortable that they have our best interests at heart. Sandra & Phillip M. / Fort Myers, FL Thanks to the entire team that makes working with you so easy. I’m very impressed how simplified” the process was because of all the pre-planning and forethought that went into preparing my parents’ trust. It was painless. You make it seem so easy. However, I know it only seems that way because of all of your combined efforts and your absolute professionalism. Beatrice B. / Fort Myers, FL What a feeling of pride and satisfaction I felt leaving your office yesterday after signing your docs. It seemed like we had taken a course in estate planning. You made it interesting, understandable. I feel competent and happily satisfied. You, and your staff are a joy to work with. We’re looking forward to having your children meet you via internet this summer. Thank you from both of us!! Ellen & Harris K. / Fort Myers, FL When my mom passed away, it was a very upsetting and confusing time. Luckily, she had the foresight to consult with Michael Hill and had introduced us to his law firm and staff. The process of settling the estate and trust went smoothly and Mr. Hill took care of every detail (including working with out-of-state holdings and banks). We were so thankful for his professional approach and his assurances that we are having him handle our estate and help our children in the same way he has helped us. Bob & Judy E. / Ocala, FL Craig Hersch has been my father’s estate planning attorney for many years. And so, it was with confidence that my family turned to him, after our father’s passing, to handle any legal concerns in the settlement of his estate. From the beginning, as the Personal Representative, I found Craig Hersch and his team to be thorough and helpful, all in a timely fashion, throughout the process. Communications were regular, prompt and to the point, with additional conference calls bringing in all pertinent players arranged as needed. Lynn. P. / Tarpon Springs, FL We thought we understood living trusts when we went to see Haley at the firm, but we learned how much we didn’t know. Haley was very knowledgeable, asked questions, and truly listened to our answers., while helping us broach tough subjects. Everyone we dealt with was exceedingly helpful and professional. It was obvious that their goal was to create a trust to meet our specific needs. No matter how many questions we asked, everyone was always happy to help. Gary & Connie H. / North Fort Myers, FL As a physician and business owner I expect exemplary performance and results from other professionals that I engage for services. I can say without reservation or hesitation that Mr. Hersch and the firm of Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, PA have met and exceeded those expectations. Mr. Hersch’s training and experience as a Certified Public Accountant as well as specialized certification in Trust and Estate Law as an estate planning attorney make him uniquely qualified to address a wide variety of issues and concepts. Wayne I. / Fort Myers, FL Honesty, integrity and correct knowledge are necessary in order to provide individuals with meeting the goals and future needs of their personal plan. The Sheppard Law Firm also added compassion, concern and empathy while assisting in the formulation of our plan. They were available during good times and bad times. They executed our needs and wants in order to give my family a sense of security. They earned our trust and respect. Our work with them has provided us with a tool that has secured our present and our future and can be reviewed and changed if need be at any time. John S. / Fort Myers, FL My wife and I began working with the Sheppard Law Firm in 1999. Initially, Craig Hersch helped us with an Irrevocable Life Insurance Trust and related gift tax issues. The relationship grew into complete estate planning…something I always assumed would be pretty far down the road”. Craig had put a comprehensive plan in place…I challenged him about a number of my concerns and you know what…everything Craig had put in place made the entire process effective and efficient, which was very important to me during this difficult time. Ted B. / Fort Myers, FL Working with the entire...