02 — PRACTICE AREA

Estate Planning & Asset Protection

Comprehensive estate planning and asset protection counsel for individuals, families, and business owners throughout Florida. Wills, trusts, powers of attorney, and succession strategies.

Jaffe Law provides estate planning and asset protection counsel for individuals, families, and business owners throughout Florida. The firm develops comprehensive plans involving wills, trusts, powers of attorney, health care directives, and asset protection strategies. Planning considers tax implications, business succession, real estate holdings, and family objectives.

Core Planning

Core Estate Planning Documents

  • Last will and testament drafting and execution
  • Revocable living trusts for probate avoidance
  • Pour-over wills in conjunction with trust planning
  • Durable power of attorney for financial matters
  • Health care surrogate designation
  • Living will and end-of-life directives
  • HIPAA authorizations for medical information access

Trust Planning

  • Revocable trusts for estate administration efficiency
  • Irrevocable trusts for tax planning and asset protection
  • Irrevocable life insurance trusts (ILITs)
  • Qualified personal residence trusts (QPRTs)
  • Grantor retained annuity trusts (GRATs)
  • Special needs trusts for beneficiaries with disabilities
  • Testamentary trusts within wills
  • Dynasty trusts for multi-generational wealth transfer

Business Succession Planning

  • Buy-sell agreements for business owners
  • Succession planning for family businesses
  • Operating agreement provisions for incapacity and death
  • Valuation methods and funding mechanisms
  • Key person insurance structuring
  • Management transition planning

Asset Protection Planning

  • Florida homestead analysis and planning
  • Tenancy by the entireties structuring for married couples
  • Limited liability company formation for asset protection
  • Family limited partnerships
  • Qualified retirement plan protection strategies
  • Offshore trust considerations when appropriate

Advanced Strategies

Real Estate Planning

  • Real property deed transfers to trusts
  • Homestead preservation strategies
  • Multi-state property coordination
  • Life estate deeds and enhanced life estate deeds
  • Transfer on death deed analysis

Tax Planning Integration

  • Federal estate tax planning for taxable estates
  • Gift tax annual exclusion strategies
  • Lifetime gift programs
  • Generation-skipping transfer tax planning
  • Income tax basis step-up considerations
  • Coordination with CPA on tax reporting

Trust Administration

  • Successor trustee guidance and responsibilities
  • Trust funding and asset titling
  • Beneficiary notifications and accountings
  • Trust amendment and restatement
  • Trust termination and distribution

Philanthropic Planning

  • Charitable remainder trusts (CRTs)
  • Private foundation structuring
  • Donor-advised fund planning

Planning Approach

Estate planning requires understanding both legal mechanisms and client objectives. Plans must account for family dynamics, business interests, real estate holdings, and tax considerations. Florida's homestead protections, creditor protection statutes, and probate procedures significantly impact plan design.

Trust-based planning offers advantages including probate avoidance, privacy, management during incapacity, and multi-state property coordination. However, trust planning involves upfront costs and ongoing administration responsibilities.

The firm coordinates with CPAs and financial advisors to ensure estate planning documents align with tax strategies and beneficiary designations. Plans are designed to be practical and implementable, not merely theoretical.

Ready to Discuss Your Estate Plan?

Whether you need a comprehensive estate plan, trust administration guidance, or asset protection strategies, we provide counsel tailored to your family's objectives.

Call (305) 563-4404 Email Us