CALL TODAY FOR AN APPOINTMENT
(727) 442.1200

CALL TODAY FOR AN APPOINTMENT

(727) 442.1200

 

ESTATE PLANNING

Estate Planning

Highly customized estate plans to suit
individual client needs.

Gassman, Crotty & Denicolo, P.A. understands just how valuable your time is. We have developed many systems and strategies for busy, successful clients and families and an Estate Planning Checklist for the Successful Professional that helps us work most productively with each client to develop a tailored estate plan. With more than 50 years of combined estate planning experience as a foundation, we evaluate your needs and recommend the optimal strategies and tactics to preserve your wealth for future generations.

Estate planning is one of our primary areas of practice.  2 of our partners have post law degrees in estate planning from the University of Miami LL.M program, which is nationally known as the leading program in this area.  The other 2 lawyers in the firm have post law masters degrees in Taxation from the University of Florida, which which we support and are very proud of.  We assist both clients and other law firms and other planning professionals in designing estate and estate tax planning structures, and often draft and implement the plans that we design.

Our lawyers publish multiple articles in this area each year, and we maintain books in this area, and speak often for Bloomberg BNA national Webinars, and state and local programs for other lawyers, CPA's, physicians and other professionals.  Much of our output becomes the testing grounds for new and renewed client strategies and more advanced publications.  Many of our first and updated experts are profiled in the Thursday Report, which is published and read every other week by hundreds of tax and estate planning lawyers and other professionals.

Our book entitled 8 Steps to a Successful Trust and Estate Plan explains much of what we do, and the importance of covering all of the bases in your estate planning.  It can be purchased on Amazon, or you can receive a sample of book excerpts and our customized and streamlined information gather form by clicking here.

Gassman and Markham on Florida and Federal Asset Protection Planning is in its 4th edition.  Excerpts of the book, which is available on Amazon can be viewed by clicking here.

The Practice Areas of Gassman, Crotty & Denicolo, P.A.

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