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Complex Wills & Trusts | Sophisticated Legacy Planning
For as long as I can remember, I’ve been drawn to the idea of creating lasting legacies. There’s something profoundly meaningful in knowing that what you’ve built—your business, your portfolio, your family’s security—can endure and flourish for generations to come. Growing up, I saw firsthand the anxiety and uncertainty that can accompany the transfer of wealth. My family faced difficult decisions when it came to ensuring that what they’d worked so hard to achieve would be protected, preserved, and passed on to those they loved most. Through those experiences, I realized that skilled guidance, delivered with genuine care, makes all the difference in achieving peace of mind.
That’s why I dedicate myself to helping high-net-worth individuals and their families create and implement tailored estate planning strategies. I’m here because I genuinely understand how much is at stake—your family’s comfort, your life’s work, and your personal vision for the future. My purpose is to make this process not only simpler and more secure, but also deeply respectful of your wishes and values.
When you work with me, you can count on a level of professionalism and responsiveness that ensures you’re never left wondering about the status of your estate plan or struggling to reach me for support. I’ve structured my practice with a client-centric approach: you will always receive a return phone call, timely updates on your matters, and the confidence that a highly capable professional is addressing even the most complex aspects of your estate. I’ve spent years refining my craft, investing in cutting-edge knowledge, and staying current with the latest legal and tax strategies. Every part of my approach is designed to solve your unique challenges—no matter how complex—with clarity and efficiency.
Most importantly, I understand that this is not just about documents and legal structures; it’s about achieving your vision of a legacy.
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
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- The Florida Bar
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- Wills & Trusts Attorney
- Rise Up Legal | Attorneys-at-Law
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- For as long as I can remember, I’ve been drawn to the idea of creating lasting legacies. There’s something profoundly meaningful in knowing that what you’ve built—your business, your portfolio, your family’s security—can endure and flourish for generations to come. Growing up, I saw firsthand the anxiety and uncertainty that can accompany the transfer of wealth. My family faced difficult decisions when it came to ensuring that what they’d worked so hard to achieve would be protected, preserved, and passed on to those they loved most. Through those experiences, I realized that skilled guidance, delivered with genuine care, makes all the difference in achieving peace of mind. That’s why I dedicate myself to helping high-net-worth individuals and their families create and implement tailored estate planning strategies. I’m here because I genuinely understand how much is at stake—your family’s comfort, your life’s work, and your personal vision for the future.
- California Baptist University
- Eagle Scout Award
- Boy Scouts of America
- U.S. Military - Honorable Discharge
- United States Air Force
- The Florida Bar  # 1022280
- Member
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- U.S. Bankruptcy Courts  # 1022280
- Attorney and Counselor
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- Activities: Admitted to practice in U.S. Federal Bankruptcy Courts.
- U.S. Federal Court  # 1022280
- Attorney and Counselor
- - Current
- Activities: Admitted to practice in Federal Courts; Florida's Middle District and Northern District.
- BANKRUPTCY: A Brief Description of the Various Chapters
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- Q. I live with my BF in his paid off home and his income is SSD. I pay all the expenses in the house including food.
- A: Generally, Social Security benefits--of any type--may not be counted as income on your bankruptcy petition. Your attorney should discuss the Means Test with you (also known as Form 22A - Statement of Current Monthly Income/Means Test in a Chapter 7 and Form 22C - Current Monthly Income/Disposable Income in a Chapter 13).
However, it's important to note your living situation in its entirety so that your household size and income can be determined according to applicable standards.
Good luck to you, I hope you get the answers you are looking for!
- Q. Do I make payments during chapter 7 on title loan?
- A: If you want to keep the vehicle, and the trustee does not object, then you may be able to reaffirm the loan in your bankruptcy.
However, keep in mind that the payment normally needs to be current throughout the life of the loan. While repossession rarely occurs during the automatic stay, you'll need to ensure payments are current when it is lifted.
A common problem folks run into is that once a bankruptcy case is filed, the lender won't accept payments in the format you're accustomed to.
You will need to discuss the specifics of this with your attorney. Best of luck!
- Q. If I am a co signer and my name is on a vehicle loan, can I file bankruptcy without filing on that loan?
- A: When filing bankruptcy, you must list all of your obligations. You must also inform the court of any possible rights you have in property.
However, this doesn't automatically mean the property will be taken away from you, or that you'll be forced to pay every debt you list on your petition.
Here, the auto loan may be somewhat unaffected, or you might be able to reaffirm the debt. The final determination is made by the court, often in conjunction with you and the lender. Your attorney will likely provide you with guidance on what to expect before you file your case. Good luck to you!