Sarasota partner Charla Burchett and her team recently rolled out a cart full of legal documents for a client to sign through the car window. This is just one of the many examples of how attorneys have had to shift their service models during the COVID-19 pandemic.
Charla, who is Board Certified in Will, Trusts & Estates, spoke to the Tampa Bay Times about how the crisis has allowed her to focus directly on clients and the extra demand for services, since meetings, events and seminars have been postponed.
“That’s been one of the upsides,” she said.
Tampa partner Jordan Lee serves as Chair of the firm’s Private Client Services practice. Jordan has also seen an uptick in business, but is urging his clients to think about what he called “very personal decisions.”
“Sometimes they’re not ready to face a lot of those choices,” he said. “The process can’t be shortchanged.”
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About Charla M. Burchett
Charla M. Burchett is a partner in the Sarasota office of Shutts & Bowen LLP, where she is a member of the Private Client Services Practice Group. A Martindale-Hubbell AV® Preeminent™ rated attorney, Charla is a Board Certified Specialist in Wills, Trusts and Estates as certified by The Florida Bar. She has more than thirty years of experience assisting clients through challenging decisions and difficult times to preserve their legacies across generations. She focuses her practice on estate planning, estate and gift taxation, estate administration, and trust administration.
About Jordan G. Lee
Jordan G. Lee is a partner in the Tampa office of Shutts & Bowen LLP, where he is Chair of the Private Client Services Practice Group. Jordan is Florida Bar Board Certified in Wills, Trusts and Estates. He concentrates his practice in the areas of complex estate planning, estate and trust administration, federal income, estate, gift, and generation-skipping transfer taxation, private foundations and other tax-exempt organizations, pre-marital and post-marital agreements, and business succession planning. In addition, Jordan frequently assists clients with estate and trust litigation, corporate, partnership, and real estate matters.