Attorneys Craig R. Hersch and Michael B. Hill, partners with Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A., will host a Florida Residency and Estate Planning Workshop Thursday Feb. 4 at 2 p.m. at Sanibel Community House, located at 2173 Periwinkle way in Sanibel, and Friday, Feb. 5 at 2 p.m. at Temple Beth El, located at 16225 Winkler Road in Fort Myers. The workshops will feature discussions on how estate law in Florida differs from other states, considerations and advantages for declaring residency in Florida, benefits to updating wills and trusts to Florida law and other tax law-related matters.
To encourage Florida residents to keep their legal documents up-to-date, Hersch and Hill will offer attendees the opportunity to arrive 30 minutes before the workshop with a current copy of estate planning documents to receive a confidential, complimentary written trust analysis. In addition to this service, all attendees will receive a free Florida Estate Planning Guide. For more information, or to register for the upcoming workshop, call 239-425-9379.
Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney and holds his Florida CPA license. Hersch is a partner at Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. and 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 is the author of two books, Common Cents Estate Planning and Legal Matters When a Loved One Dies, and is working on two additional books that are anticipated for publication in 2016. His work has appeared in several professional journals, including The Practical Tax Lawyer, Trusts & Estates Magazine, and The Florida Bar Journal. Hersch also writes a weekly estate planning column that is published in Sanibel’s Island Sun newspaper and on his firm’s blog at www.sbshlaw.com/blog. 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 holds an AV Martindale Hubbell rating, the highest attainable by the independent national attorney rating service, has been selected as a Worth 100 Top Attorney and has been named to the 2015 Super Lawyers list, a highly-esteemed recognition given to no more than five percent of attorneys in Florida.
Hill concentrates 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 to meet his clients’ 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 a member of the Florida Bar Association, the American Bar Association and the Lee County Bar Association. Hill has also received recognition on the 2015 Super Lawyers list, an honor awarded to Florida’s top five percent of attorneys.
Originall y 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 firm partners approach client needs from a unique perspective, actively listening, to assist its clients in accomplishing their goals. The firm utilizes the most advanced research, analysis and technology available. Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. is recognized with the Martindale-Hubbell “AV” rating, the highest attainable from the independent national attorney and law firm rating service.
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.