Wills and probate are complex areas of estate planning and administration. At The Bankier Law Firm, our experienced Palm Beach County wills and probate lawyers are prepared to assist you in creating a will that protects your estate and your dependents. If you are a beneficiary of a will, we can ease the strain of probate for you with our comprehensive legal counsel.
Attorney Adam Bankier is Board Certified in Wills, Trusts and Estates by the Florida Bar and is a Certified Public Accountant (CPA). He is licensed to practice law in Florida, New York and Colorado, and is an AV® PreeminentTM Peer Review RatedSM attorney by Martindale-Hubbell®.
Drafting a clear, legally sound will ensures your estate is distributed according to your wishes. Our estate planning attorneys take the time to discuss your needs and estate planning objectives. We then recommend the appropriate will or trust best suited for your particular situation. For example, in some cases, a revocable living trust makes more sense than a will.
The right will can protect your dependents and other beneficiaries from challenges or disputes, or the right trust could save your beneficiaries time and expense by avoiding probate. We give you our honest, strategic opinion so you can make an informed decision regarding how best to protect your estate, your legacy and your loved ones.
Not sure if you need a trust or a will? We can help you determine the right option for your needs.
Losing a loved one can be difficult enough without the added stress of probate. Our attorneys have an in-depth knowledge and understanding of the applicable tax codes and probate laws in Palm Beach County and throughout Florida, as well as New York and Colorado. We are adept at navigating the complex process of probate to ensure all decedent assets are found and appropriately documented and distributed. We handle all aspects of probate, including filing pleadings with the court and identifying and inventorying estate and trust assets.
As a CPA, Attorney Bankier also assists clients with final tax returns, fiduciary income tax returns, state estate tax returns and federal estate tax returns (federal Form 706 or 706NA), enabling us to help reduce our clients' taxes through post-mortem planning.
Learn more about the ins and outs of probate.
Protect your legacy. Preserve your wealth. Contact The Bankier Law Firm online or call our Delray Beach office at 866.919.6329 for comprehensive legal counsel for your estate planning and business succession needs.