BEST Miami Estate Planning Attorneys – Top Picks

Business Description

With over 32 years of experience, Martinez specializes in taxation, estate planning, trusts, wills and probate, and inheritance. He is a member of The Florida Bar Real Property, Probate & Trust Law Section, the Elder Law Section, The Florida Bar, and the Florida Institute of Certified Public Accountants. Admitted to practice before the United States Tax Court, Martinez is both a licensed attorney and a certified public accountant (CPA). Additionally, he is a member of the American Academy of Attorney-CPAs. Martinez holds a Master's Degree in Taxation from Florida International University, a law degree from Columbia University School of Law, and a B.B.A. degree in accounting, Cum Laude, from the University of Miami, where he was a Henry King Stanford Scholar and received a Certificate of Excellence. During his time at the University of Miami, he was a member of the university's accounting, business, and scholastic honor societies.

Business Description

Monique, an estate planning attorney at Lavender Greenberg PLLC, provides guidance to families and individuals on the financial, legal, and tax aspects of their estate plans. The firm emphasizes a client-centered approach, recognizing that each client's unique circumstances may require distinct solutions even if they share similar assets and goals. By avoiding a "one size fits all" mentality, Lavender Greenberg PLLC tailors its services to best accommodate each client's specific needs in the estate planning process.

Business Description

The Estate Plan is a boutique estate planning law firm in Coral Gables, Florida, dedicated to helping families protect their loved ones by preparing for unforeseen circumstances and addressing current challenges. Specializing in estate planning, estate administration and litigation, trust administration, and partition actions, the firm boasts a team of compassionate professionals with extensive experience. By offering unique and creative solutions, The Estate Plan ensures that clients can confidently navigate the complexities of estate management and safeguard their families' futures.

Business Description

Irama Valdes, P.A. is a small law firm offering personalized counsel and support to individuals and families throughout Florida. Specializing in estate planning, probate, guardianship, and related litigation, the firm focuses on addressing issues related to death and incapacity. With a commitment to providing effective and efficient service, Attorney Valdes and her staff demonstrate compassion and care while thoroughly discussing clients' options, helping them make well-informed decisions. Known for her attention to detail and cost-effective approach, Attorney Valdes maintains regular communication with clients, addressing their concerns and providing updates on case status.

Business Description

Perez-Roura Law is committed to assisting families in safeguarding their legacies through proactive planning. The firm aids families in purchasing homes, preparing for life's most challenging moments, and saving on taxes. Recognizing the concerns that arise during significant life events, such as buying a home or coping with a loved one's death or severe illness, Perez-Roura Law strives to help families navigate the legal aspects of these milestones, allowing them to focus on what truly matters: their family. Attorney Pedro Armando Perez-Roura brings years of experience in serving both foreign and domestic families, consistently helping them shield their investments from creditors, high taxes, and life's toughest moments, such as death or serious illness.

Business Description

Stivers Law, an educational law firm at its core, goes beyond mere document preparation and paper pushing to offer comprehensive legal services, along with continuous support and education to clients throughout their lives. For instance, when a client approaches the firm to create an estate plan, including a will and a trust, the team engages in multiple meetings with the client and their family over several weeks to discuss their current and future objectives. Conversations encompass not only the distribution of assets after the client's passing but also address pressing matters related to their present circumstances. This holistic approach ensures that the estate plan caters to both the client and their heirs and beneficiaries.

Business Description

Jose M. Lorenzo boasts extensive experience in handling guardianship, probate, and personal injury matters across Florida. Based in the Miami area, he has earned the trust of clients and the respect of his legal peers. Mr. Lorenzo's expertise in these fields dates back to his law school days when he participated in trial competitions. He also clerked for the Honorable Judge Maria M. Korvick in the Probate Division of the Eleventh Judicial Circuit Court of Miami, after spending nearly a decade as a paralegal at two prominent Miami law firms. A graduate of Florida International University College of Business with a bachelor's degree in accounting and finance in 2009, Mr. Lorenzo earned his Juris Doctorate (J.D.) from FIU's College of Law in 2013. Proficient in various areas such as public speaking and civil litigation, he passionately advocates for his clients' interests.

Business Description

The Florida Estate Planning Law Firm was established with a singular objective: to offer essential assistance to clients without imposing superfluous fees and expenses. Eschewing a "one size fits all" approach to estate planning, the firm endeavors to deliver tailored services to meet each client's unique needs. This philosophy also permeates their Probate and Guardianship practice, where the experienced team employs innovative and efficient strategies to guide clients through the complexities of the Probate and Guardianship process. Ultimately, the firm takes pride in safeguarding the legacies that clients have painstakingly built over the years.

Business Description

Established in 1985 by Brian Perlin, the Law Office of Brian C. Perlin, P.A. is a boutique law firm based in Coral Gables, Florida, representing clients across South Florida in estate planning, probate, trust administration, elder law, and asset protection matters. With extensive legal knowledge, as well as a background in tax and financial services, the firm offers tailored, strategic plans that address clients' needs and those of their families, taking into consideration various life events they may encounter. For over 35 years, the Law Office of Brian C. Perlin, P.A. has been committed to creating well-designed estate plans and easing the burden of probate, guardianship, and trust administration processes. The firm has protected thousands of families from the potentially devastating effects of illness, disability, creditor claims, and death. Recognizing that it is never too early or too late to make a plan, the firm is dedicated to helping clients achieve peace of mind through the creation of proper legal plans.

Business Description

Founded in 2013, EPGDLaw is a law firm dedicated to examining the big picture of each case and employing a comprehensive approach to representing clients in both common and uncommon situations. With a holistic method aimed at achieving beneficial and efficient outcomes for individuals and businesses, EPGDLaw offers legal services in estate planning, business law, trademarks and copyrights, employment law and litigation, immigration, wills and trusts, civil litigation, debt collection, and more. The firm holds memberships in various prestigious organizations, including The Bar Association of The District of Columbia, the Maryland State Bar Association, the New York State Bar Association, The Florida Bar, and the Dade County Bar Association.