Orlando-Area Estate and Tax Planning Attorneys
Clients of Pohl & Short, P.A. appreciate the many benefits afforded by a business boutique law firm. In particular, they enjoy being able to have both their business legal matters and their personal estate planning needs met in an atmosphere dedicated to meeting their unique needs.
Schedule your appointment with one of our estate and tax planning lawyers to discuss how we can help you.
Visualize the Ideal: Minimizing taxation and preserving assets for future generations are vital parts of the estate planning process. Pohl & Short provides sophisticated estate, asset protection, tax planning and business succession planning for companies and families throughout Florida.
Working closely with each client, we customize a plan to ensure that personal assets pass to family members and other beneficiaries with a minimum of cost and risk. Our estate and tax planning practice also complements our business law practice. We help our business clients maximize their asset protection options and minimize the tax consequences of commercial transactions. We also assist with business succession planning to ensure that their companies transition to the next generation without undue disruption or cost.
Strategize the Possibilities: Proper business, estate and tax planning should always start with the question "In a perfect world, what result do I want to achieve?" From this starting point, our attorneys can develop creative solutions to meet your goals and objectives in a timely and efficient manner.
Estate Planning Services
Pohl & Short provides thorough estate planning and probate services for individuals and families, including:
- Asset protection
- Wills
- Revocable and irrevocable trusts, including charitable lead and remainder trusts, qualified personal residence trusts, qualified domestic trusts, life insurance trusts, grantor-retained interest trusts, generation-skipping trusts, gifting trusts, Florida intangible tax trusts, and others
- Family limited partnerships
- Powers of attorney
- Health care advance directive/health care surrogate
- Gift tax planning
- Guardianships
- Fiduciary Representative
Designation of Beneficiaries and Personal Representatives
You also need to be sure that your children or other family members receive assets in the manner that affords them the most good. This may entail restricting access to assets, leaving distribution decisions to a trustee, or requiring a child to attain some level of personal success in order to receive distributions. Or, it may mean maximizing a beneficiary's control while safeguarding the assets from creditors.
Tax Planning Services
The goal of our tax planning practice is to recognize your legal needs and provide for those needs, either within the firm or by referral to outside consultants.
Our trusts and estates department coordinates with our other attorneys and with outside consultants to assist you in obtaining the best available service and to keep you informed with regard to all aspects of your matter.
Family Business Succession Planning Services
We assist business owners with business succession planning through the use of stock purchase agreements, gifting programs, business recapitalization, trusts and various business entities. We can often help significantly reduce your tax exposure while meeting your financial and succession goals.
Contact Pohl & Short to schedule an appointment about estate, business succession planning or tax planning concerns.
