The foundation of our practice is in exceeding our client’s expectations and delivering results. We provide diverse and specialized services customized to fit your needs.
Prepare & amend estate planning documents, including last will and testament, revocable living trust, living will, designation of health care surrogate.
Estate Tax Reduction
Sophisticated estate tax reduction planning, including the use of intentionally defective grantor trusts, charitable remainder trusts, zeroed out charitable lead trusts. Legacy and dynasty trusts for multiple generations. Freeze family business entities.
Formation, reorganization and dissolution of business entities, including corporations, limited liability companies and partnerships.
Negotiating and preparing agreements and closing legal documents to purchase and sell businesses
Negotiation and drafting for closely held entities, including employment, consulting, non-compete, non-disclosure, lease and other agreements.
Probate and Trust administration
Charles H. Stark, Esquire
Wake Forest University – Juris Doctorate
Miami University of Ohio – B.S. Accounting and Finance
American Bar Association, Florida Bar Association, Designated Certified Public Accountant in Florida, AV rated by Martindale-Hubbell
Lori D. Matoff, MBA
Licensed Mortgage Loan Originator since 2002.
20 years in bank management.
University of Michigan – B.S. Economics
University of South Florida – M.B.A. Management