The attorneys in our Private Client Services Practice Group work closely with clients to develop strategies to help protect and preserve wealth and family businesses. The Private Client Services Group provides estate planning, tax, and wealth-transfer planning services for high-net-worth individuals, closely held and family businesses, and charitable organizations. The Private Client Services Group also assists clients with estate and trust controversy and litigation matters, and matrimonial and family matters.
The Private Client Services Practice Group attorneys hold a variety of credentials, including Florida Bar Board Certification, Masters of Laws in taxation and estate planning, and former certified public accountants. Several attorneys also author books, articles, and chapters, and teach or lecture on estate planning and estate and trust administration topics.
We help our clients to do what is best for themselves, their families, and their intended beneficiaries. We take pride in helping our clients discuss the issues that people often avoid discussing, and we do it compassionately and candidly.
Estate and Tax Planning
Members of our team provide advice to clients regarding the efficient transfer of property to beneficiaries, and help lower estate, gift, generation-skipping and income taxes. Our attorneys also advise family and closely held businesses regarding ongoing operations, and how to properly transition the business to successor owners and younger generations. We build close relationships over many years with our clients and their families.
Our attorneys tailor estate plans for individuals by considering sophisticated and straightforward estate planning devices. These include wills, revocable and irrevocable trusts, life insurance trusts, trusts for minors, credit shelter trusts, gifts and gifting trusts, qualified terminable interest (“QTIP”) or marital trusts, qualified personal residence trusts, grantor retained annuity trusts, irrevocable grantor trusts (often referred to as intentionally defective grantor trusts), dynasty trusts, spousal lifetime access trusts (“SLATs”), qualified domestic trusts (“QDOTs”), and other estate freezing techniques. We also regularly advise on issues of family succession planning, such as shareholders' agreements, buy-sell agreements, formation and operation of S corporations, limited liability companies, and family limited partnerships.
We also handle a significant amount of international estate planning. Our attorneys represent many clients in South America, Canada, the Caribbean and Europe on pre-immigration planning, estate planning, and estate administration.
Estate and Trust Administration
Members of our team provide legal services to both individual and corporate personal representatives, trustees, and beneficiaries, including matters before probate courts across the State of Florida. We advise fiduciaries regarding estate and trust administrations and their duties and obligations, including issues arising with beneficiary requests, accountings, investment policies, and terminations. We advise our clients on federal and state tax issues, including representation before taxing authorities on audits and controversies. We also assist trustees and beneficiaries with trust modifications, reformations, decanting, and trust conversions. Further, we establish both voluntary and involuntary guardianships for incapacitated persons, if needed.
Estate and Trust Litigation
When disputes cannot be resolved amicably, we also assist personal representatives, trustees, creditors, and beneficiaries in appropriate litigation. We handle will and trust contests and claims of beneficiaries, and defend trustees from actions brought by beneficiaries. Our estate and trust controversy practice encompasses the full range of litigation services: pleadings, discovery (including electronic discovery), motions, settlements, trials and appeals.
Marital and Family Matters
When issues relating to marital and family matters arise, attorneys in the Private Client Services group can advise clients in these sensitive areas of personal importance. We routinely prepare pre-nuptial and post-nuptial agreements in order to protect our clients and their families. We also represent our clients through paternity and dissolution proceedings, as well as post-judgment enforcement and modification issues that may arise thereafter. The litigation process often entails complex issues regarding business valuations, dissipation of assets, equitable distribution of assets and liabilities, spousal support, child support, timesharing with children, and on occasion, citizenship. Having a team that understands the interplay of the issues in marital and family law litigation, while appreciating the sensitive nature of the subject matter, is paramount to achieving the best results.
Charitable Giving and Organizations
We frequently counsel individuals on lifetime and testamentary charitable giving techniques, including the formation and operation of charitable remainder trusts, charitable lead trusts, donor-advised funds, private foundations and conservation easements. Our attorneys also work with publicly and privately supported charitable organizations, and advise in the ongoing administration of these organizations.
News & Insights
- Firm News, Sarasota, 7.8.21
- Recognition, Florida Trend, 7.6.21
- Firm News, Daily Business Review, 5.25.21
- Recognition, The American Lawyer, 5.20.21
- Firm News, 2.1.21
- Recognition, Sarasota, 1.4.21
- Recognition, Miami, 1.4.21
- Firm News, U.S. News & World Report and Best Lawyers, 11.6.20
- Client Alert, Sarasota, 10.23.20
- Client Alert, Sarasota, 10.22.20
- Client Alert, Sarasota, 10.21.20
- Client Alert, Sarasota, 10.20.20
- Media Mention, The Legal 500, 10.16.20
- Speaking Engagement, 10.6.20
- Firm News, Law360, 9.2.20
- Shutts & Bowen Attorneys Listed in Best Lawyers in America® 2021 Edition; 6 Attorneys Selected as ‘Lawyer of the Year’Recognition, 8.20.20
- Recognition, Tampa, 7.8.20
- Webinar, 6.25.20
- Article, The Florida Bar, 6.24.20
- Firm News, Thomson Reuters, 6.4.20
- Recognition, The American Lawyer, 6.3.20
- Client Alert, 5.12.20
- Client Alert, 4.21.20
- Article, Tampa Bay Times, 4.3.20
- Firm News, 1.14.20
- Article, 11.21.19
- Article, 9.24.19
- Recognition, 6.24.19
- Article, 5.23.19
- Article, 4.18.19
- Article, 1.28.19
- Recognition, 8.28.18
- Article, 6.8.17
- Firm News, 6.5.17
- Shelly Wald Harris accepted into the Florida Fellows Institute of the American College of Trust and Estate Counsel10.19.16
- Recognition, 8.16.16
- Article, 6.9.16
- Article, 5.24.16
- Article, 7.1.15
- Publication, 1.21.14
- Article, 3.12.11
- Publication, 7.16.08
- Business and Legal Insights, 5.10.21
- Business and Legal Insights, 3.9.21
- Business and Legal Insights, 10.23.20
- Business and Legal Insights, 10.22.20
- Business and Legal Insights, 10.21.20
- Business and Legal Insights, 10.20.20