Free Florida Residency and Estate Planning Workshops in Fort Myers, Sanibel and Naples

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Free Florida Residency and Estate Planning Workshops in Fort Myers, Sanibel and Naples

Attorneys Craig R. Hersch and Michael B. Hill share latest in estate planning

In recent years, laws surrounding estate, trust, durable power of attorney, health care surrogate and living will have all undergone significant change. Seasonal Florida residents and those contemplating Florida residency should be aware of certain considerations. Florida Bar Board Certified Wills, Trusts and Estates Attorneys Craig R. Hersch and Michael B. Hill, partners with Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A., will provide valuable insight regarding Florida estate law during a free Florida Residency and Estate Planning Workshop, taking place from 2 to 4 p.m. on Tuesday, Feb. 7 at Temple Beth El, located at 16225 Winkler Road in Fort Myers. Additional workshops will be held from 2 to 4 p.m. on Thursday, Feb. 2 at Sanibel Community House in Sanibel and Wednesday, Feb. 8 at the Naples Daily News building in Naples.

During the free workshop, Hersch and Hill will discuss effective estate planning techniques that maximize on the many benefits available to Florida residents. Topics of discussion include:

  • Are wills and trusts established out of state valid, once you move to Florida?
  • Can taxes be reduced by declaring Florida residency?
  • Why does a Durable Power of Attorney need to be updated?
  • How can I best keep legal documents up-to-date?
  • How a revocable trust may not avoid probate.

Florida residents or those considering Florida residency can utilize legal counsel to determine if estate planning documents need to be updated. To facilitate this process, Hersch and Hill invite attendees to bring their current estate documents 30 minutes prior to the seminar for a complimentary written trust analysis. In addition, all attendees will receive a free copy of Hersch’s recently published book, The Florida Residency & Estate Planning Guide, which highlights the advantages of an up-to-date Florida-based estate plan and various strategies to improve current plans.

To reserve a seat at the estate planning workshop, sign up online at www.sbshlaw.com/workshops or call 239-425-9379.

Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney and holds his Florida CPA license. 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 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 recently published his third book, The Florida Residency & Estate Planning Guide, other titles including Common Cents Estate Planning and Legal Matters When a Loved One Dies. Hersch also writes a weekly estate planning column, available on his firm’s blog at www.sbshlaw.com/blog.

Hill is also a Florida Bar Board Certified Wills, Trusts & Estates attorney, concentrating 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 meeting client’s 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 also a member of the Florida Bar Association, the American Bar Association and the Lee County Bar Association.

Originally 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 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.