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Florida Attorneys for Individuals with Advanced Estate Planning Needs

Sometimes, a simple estate plan is all you need. If you have a fairly “standard” estate and your goals are straightforward, it may not take much to put a comprehensive plan in place.

However, there are many circumstances in which more-advanced planning tools will be necessary. This is often the case with business owners and other high-net-worth individuals who have sizeable estates, and who may also have specific ideas for how their wealth should be distributed after their death. At Woods, Weidenmiller, Michetti & Rudnick, PLLC, we regularly assist high-net-worth individuals in preparing detailed and highly-customized estate plans. Whether you want to preserve your wealth for future generations, direct a sizeable charitable gift or both, our experienced estate planning attorneys will work with you to achieve your goals and make sure your estate is secure.

Advanced Estate Planning Tools for Wealthy Individuals and Families

While preserving wealth and giving back are common goals among wealthy individuals and families, no two estate plans will ever be identical – nor should they be. Fortunately, in today’s world there are numerous advanced estate planning tools available, and each has its own special purpose, benefits, drawbacks and tax implications. When we represent individuals and families with advanced estate planning needs, we work closely with our clients to understand their goals, offer possible solutions and develop a highly-customized plan that provides certainty while also preserving adequate flexibility to make any necessary changes over time.

Some of the advanced estate planning tools and strategies we use for our clients include:

  • Charitable Trusts
  • Demand Trusts
  • Education Trusts
  • Generation-Skipping Trusts
  • Grantor Trusts
  • Inheritor’s Trusts
  • Intentionally-Defective Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Multi-Generation Planning
  • Private Annuities
  • Private Foundations
  • Qualified Retirement Plan Trusts
  • Special Needs Trusts
  • Split-Interest Trusts

Incorporating Asset Protection into Your Estate Plan

For many of our high-net-worth clients, asset protection is a key aspect of the estate planning process. In addition to the advanced estate planning tools and strategies listed above, we also utilize a number of structures and strategies to protect our clients’ assets during their lifetime and after death.

Learn More: Asset Protection Planning

Incorporating Charitable Giving into Your Estate Plan

If your estate planning goals include leaving a sizable gift to charity, we have a variety of tools that we can use to achieve your philanthropic aspirations. We will help you consider issues such as how to retain control of the money you donate and how to maximize the tax benefits of your gift, and we will ensure that your charitable giving aligns with the remainder of your estate plan.

Learn More: Charitable Planning

Incorporating Special Needs Planning into Your Estate Plan

If you have children or other loved ones with special needs, there are estate planning tools we can use to preserve your family’s access to government benefits while still endowing your loved ones with the funds they need to live comfortably.

Learn More: Special Needs Planning

Schedule a Consultation at Woods, Weidenmiller, Michetti & Rudnick, PLLC

If you would like to speak with an attorney about preparing an advanced estate plan or modifying your existing plan, we encourage you to get in touch. To schedule an initial consultation with one of our experienced estate planning attorneys, please call (239) 325-4070 or inquire online today.


Main Office

Vanderbilt Galleria
9045 Strada Stell Court
Fourth Floor
Naples, Florida 34109

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Old Naples

Downtown Office

1100 5th Avenue South
Naples, Florida 34102

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Bonita Springs

Estero Office

North Bay Village
26381 S. Tamiami Trail
Unit 136
Bonita Springs, Florida 34134

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