Estate Planning

Estate Planning

Older couple consulting with an attorney

Probate is the prerequisite to the distribution of assets in a Decedent’s estate.  Once someone passes away, probate is the procedure by which a Last Will and Testament (“Will”) is admitted to probate and a Personal Representative (Executor) is appointed to follow the instructions of the Will.  In the case of those who die intestate (without a Will), a Personal Representative (Executor) is appointed but is bound by the intestacy laws of the state in which the Decedent was domiciled (or where real property owned by a decedent located) for distribution of estate assets.

A sought-after expert in Estate Planning and Administration, Laura Lavie has an LL.M. in Estate Planning from the University of Miami School of Law and a J.D. from Fordham University School of Law.

With decades of experience in this area, Ms. Lavie is able to balance complex objectives and unique situations while assisting clients during difficult times and life transitions.

Ms. Lavie specializes in the advice and preparation of estate planning documents, ranging from simple wills to more complex matters such as planning for:

  • Probate avoidance
  • Minimize Federal Estate, Gift and Generation Skipping Transfer Tax Liability
  • Individuals and Families Moving to Florida from other (high tax) Jurisdictions
  • Amendments and Revocations
  • Families with Minor Children
  • Non-US Citizen Spouses and Family Members
  • Same-Sex Couples
  • Insurance Planning
  • Business Succession Planning
  • Special Needs Children and Individuals

Examples of documents typically drafted by Laura Lavie, Esq. include:

  • Durable Powers of Attorney
  • Designations of Health Care Surrogate
  • Living Will Declarations
  • Declarations of Preneed Guardian
  • Simple Wills
  • Pour-over Wills and Revocable Trust Agreements
  • Irrevocable Trusts
  • Assignments and other Transfers of Assets to Trust
  • Enhanced Life Estate Deeds (“Lady Bird” Deeds)

Related areas of ProbateEstate and Trust Administration, and Litigation.