High-net-worth estates with complex assets
Boca Raton has a significant concentration of high-net-worth residents whose estates include investment portfolios, business interests, multiple real estate holdings, and retirement accounts. We regularly administer complex estates requiring coordination of multiple asset types, tax filings, and business succession considerations. Samantha’s LL.M. in Taxation and CPA license mean most estate tax matters are handled in-house without a separate advisor.
Seasonal residents and snowbirds
Many Boca Raton residents maintain homes in the Northeast or Midwest. When they pass away, their estates may require both a home-state primary probate and a Florida ancillary proceeding. We coordinate both processes and work with out-of-state co-counsel when needed.
Retiree estates with real estate
Boca Raton’s retirement community means many estates center on the family home, and Florida’s homestead laws add complexity to how that home can be devised and transferred. We help families navigate homestead restrictions and devise rules as part of every probate we handle.
Estates without a will
When a Boca Raton resident dies without a valid will, Florida’s intestacy laws govern distribution, which may not reflect the decedent’s actual wishes. We guide families through intestate probate, including the special complications that arise in blended family situations.
Out-of-state personal representatives
Many Boca Raton residents have adult children serving as personal representatives from other states. We work regularly with out-of-state PRs, providing virtual consultations and handling all court filings locally. Florida law allows non-resident personal representatives who meet relationship requirements, and we advise on qualification from the outset.