Florida Bar Board Certified Wills, Trusts and Estates Attorneys Craig R. Hersch and Michael B. Hill, partners with Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A., will host a free Florida Residency and Estate Planning Workshop from 2 to 4 p.m. Monday, Nov. 7 at Temple Beth El, located at 16225 Winkler Road in Fort Myers. An essential workshop for Florida residents or those considering Florida residency, the workshop will educate attendees on Florida estate law and share opportunities for enhancing estate planning techniques. Additional workshops will be held from 2 to 4 p.m. on Nov. 1 at Sanibel Public Library in Sanibel and Nov. 10 at the Naples Area Board of REALTORS’ Naples Conference Center in Naples.
Topics of discussion:
- Are wills and trusts established out of state valid, once you move to Florida?
- Can taxes be reduced by declaring Florida residency?
- Why does a Durable Power of Attorney needs to be updated?
- How can I best keep legal documents up-to-date?
- And how a revocable trust may not avoid probate.
All attendees will receive a free copy of Hersch’s recently published book, The Florida Residency & Estate Planning Guide. In addition, attendees can bring their current estate documents for a complimentary written trust analysis with Hersch and Hill by arriving 30 minutes prior to the seminar.
To reserve a seat at the estate planning workshop, sign up online at www.sbshlaw.com/workshops or call 239-425-9379.
Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney and holds his Florida CPA license. Hersch is a multiple graduate of the University of Florida with accounting and law degrees and has provided his expertise as a continuing education lecturer for The Florida Bar and the Florida Institute of Certified Public Accountants. Hersch has created several trademarked processes tied to his estate planning and administration practice, including The Family Estate & Legacy Program™ and The Estate Settlement Program™. He recently published his third book, The Florida Residency & Estate Planning Guide, other titles including Common Cents Estate Planning and Legal Matters When a Loved One Dies. Hersch also writes a weekly estate planning column, available on his firm’s blog at www.sbshlaw.com/blog.
Hill is also a Florida Bar Board Certified Wills, Trusts & Estates attorney, concentrating his practice in estate and wealth preservation and business succession planning. He has extensive tax, legal and technology skills, enabling him to create unique plans meeting client’s individual and family needs. Hill is a double graduate of the University of Florida, receiving his Bachelor of Science in Accounting in 1998, and his Juris Doctor, with honors, in 2001. He is also a member of the Florida Bar Association, the American Bar Association and the Lee County Bar Association.
Originally founded in 1924, Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. provides personalized advice and legal services on matters ranging from estate planning, probate and trust administration, asset protection strategies, real estate law and transactions, and business, corporation and banking law.
The attorneys at Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. have and will continue to take an active role in the Southwest Florida community, serving on various business boards and charitable foundations. For more information, visit www.sbshlaw.com or call 239-334-1141.