who is the oldest board certified attorney in estate planning and probate law?

by Ramon Marvin 9 min read

What is a board certified attorney?

An attorney who has received their certification can advertise or identify themselves as "certified specialists" or "board certified" in California for that specialty field of law. Although any licensed attorney can practice in estate planning, lawyers who are certified as specialists in estate planning, trust, ...

What is estate planning in California?

Definition of Estate Planning, Trust and Probate Law in California. The definition of " estate planning, trust, and probate law " for purposes of California's board certification program is the practice of law dealing with the following practice areas: the administration of estates and trusts (such as necessary court or non-court procedures...

What is required for a recertification?

The requirements for recertification include demonstrating continued direct and substantial participation in the practice of estate planning, trust, and probate law. Additionally, the attorney must complete a certain number and type of continuing legal education activities specifically approved for estate planning, trust, and probate law.

Estate Planning and Probate Law

Estate Planning and Probate Law involves issues related to conserving and protecting property through wills and trusts, transferring property through gifts and wills, providing financial resources for minors, probate proceedings, elder law issues, minimizing taxes on estates and more.

Board Certified Difference - Estate Planning and Probate Law

Why choose a lawyer Board Certified in Estate Planning & Probate Law? Qualifications include:

About Collin County

Plano Bar Lawyer Referral Service - The Plano Bar Association, founded in 1973, sponsors a Lawyer Referral Service ("LRS"). The non-profit community based service helps individuals and businesses find a qualified attorney in Plano, TX, and the surrounding areas in Collins County.

About Board Certified Specialist in Estate Planning and Probate Law

Plano Bar Lawyer Referral Service - The Plano Bar Association, founded in 1973, sponsors a Lawyer Referral Service ("LRS"). The non-profit community based service helps individuals and businesses find a qualified attorney in Plano, TX, and the surrounding areas in Collins County.

Who is Lins Law Group?

Lins Law Group PA is a duo of probate attorneys near Clearwater who protect clients' rights in estate administration and trust matters. The lawyers help executors with a variety of tasks, such as determining the homestead's status, filing probate petitions in court, and reviewing gift tax returns. Lins Law Group also aids clients in the probate administration process by managing estate income taxes and representing the estate in probate court proceedings.

Who is Michaelangelo Mortellaro?

Mortellaro Law is a probate lawyer near Clearwater. Michaelangelo Mortellaro has over 13 years of experience presenting guidance and solutions to families as they settle their loved ones' financial affairs. The attorney drafts estate planning documents that avoid probate by creating grantor trusts. When probate cannot be avoided, Mr. Mortellaro determines the value of the decedent's assets, the amount of debt owed to potential creditors, and the rights of the beneficiaries named in the will.

What is special needs law?

Special Needs Lawyers PA is a Clearwater practice that helps families navigate the estate administration or probate process. Founded in 2011, the law office settles trusts and fulfills final wills. Services may include litigation in estate disputes, filing creditor claims, locating beneficiaries, and proving fulfillment of fiduciary duties. Special Needs Lawyers employs four attorneys who are certified in estate planning, trusts, and probate law by the Florida State Bar Association.

Who is Melanie Quattrone?

Quattrone Family Law represents clients in probate court. Headed by attorney Melanie Quattrone, the office has served Clearwater since 2008. The lawyer is proficient in addressing formal and informal probate proceedings, as well as intestate cases that lack a valid will. Ms. Quattrone has experience working with clients in circumstances that require investigations into the qualifications of proposed guardians of minors. In addition to guardianships, the attorney helps clients secure conservatorship appointments.

Who is Anne Sunne Freeman?

The Law Office of Anne Sunne Freeman is run by an estate planning attorney near Clearwater. With a passion for elder care and estate administration, Anne Freeman helps clients face the legal challenges that accompany the loss of a loved one. Ms. Freeman supervises the probate process as the will is validated and assets are distributed. She also advises fiduciary clients as they sell estate property and settle disputes between heirs.

What is Lucas and Magazine?

The Law Offices of Lucas & Magazine is a law firm that helps clients with estate administration. Founded by probate lawyers near Clearwater in 2000, the law office covers all areas related to estate law, including trust litigation. The attorneys prepare wills, healthcare surrogates, trusts, and power of attorney documents. The legal team also helps clients update their wills. Members of the support staff provide counsel in English, Polish, Spanish, and Greek.

What is Kassel Law Group?

Kassel Law Group, PLLC, is a Tampa-based firm that aims to be forward-thinking and modern in its approach to probate law. The firm offers guidance to family members and surviving heirs that seek to relieve their burdens and navigate the probate process. Kassel Law Group handles issues such as estate assets inventory, tax filing, creditor payments, and assets distribution. In operation since 2016, the firm seeks to ensure full client involvement and also provides representation for litigation proceedings.

What is Brandon Legal Group?

The Brandon Legal Group was founded in Brandon in 2007 to provide legal services in matters such as probate, estate planning, personal injury, and family law. The firm has grown to include offices in Tampa, Lakeland, and Wesley Chapel, enabling it to offer services across the Tampa Bay area. Its probate practice supports and guides executors of the decedent's will through the court processes, prepares and files all legal documents, and ensures the terms of the will are honored.

What is Allen Dell?

Founded in 1925, Allen Dell PA is a Tampa-based business, family, and litigation law firm that represents high-net-worth individuals and their families in matters regarding probate. The firm's trust and estate attorneys are experienced in the full spectrum of probate law, from assisting in straightforward cases to advocating, litigating, and mediating in complex cases where the conduct of the executor is challenged or the will is contested, as well as other forms of dispute.

Where is Laurie Ohall?

Ohall PA practices estate planning, probate, and elder law in the Tampa Bay area from its offices in Brandon. Founding attorney, Laurie Ohall, a 1994 graduate of the Stetson University College of Law, is a Certified Elder Law Attorney with the Florida State Bar. The practice's probate services include building an inventory of the decedent's estate for distribution to beneficiaries and guiding the executor through the probate process.

Who is David Toback?

David Toback, Attorney at Law, is a lawyer in Tampa who focuses his practice on estate planning and probate matters. He helps families in drafting wills, creating trusts, and using legal estate planning tools to ensure their financial future and the wellbeing of their estates. He has 21 years of experience in assisting families in proper estate planning and developing and implementing tax-saving strategies to reduce tax liability, protect assets from creditors, and manage the money going to irresponsible family members.

What is Ayo and Iken?

Founded in 2005, Ayo & Iken is a full-service Tampa law firm serving clients throughout the metro area , with over 10 additional offices serving the rest of the state. The firm's probate practice represents individuals and families, helping them navigate the court processes and supporting their duties during an emotional time. The attorneys have extensive experience in applying probate law, building inventories of the decedent's estate, ensuring debts are paid from it, and distributing the remainder to the named heirs.

Where is Stross Law Firm located?

Located in Oldsmar, Stross Law Firm PA provides legal counseling in matters relating to estate planning and probate for clients across the Tampa metro area. Founded in 1996 by attorneys with years of experience in the practice area, the firm acts for named representatives in probate matters, and call also act as the representative for the decedent. Its services include the preparation of all court documents, mediating in disputes, and ensuring debts and taxes are paid by the estate.