Estate Planning and Probate


Dubow, Dubow & Wallace provides consultation and legal services involving a wide variety of vehicles for the transfer of wealth, reduction of tax, and preparation for unexpected medical or family events and emergencies.


Individuals, businesses and charities come to Dubow, Dubow & Wallace for assistance in planning, organizing, managing and transferring assets. Our attorneys focus on understanding and responding to clients' needs and on recognizing tax-planning opportunities sooner rather than later.


Clients

  • Individuals
  • Corporations
  • Foundations, museums and other not-for-profit entities
  • Closely held business interests
  • Fiduciaries

What clients ask us to do:

  • Work with them to derive maximum benefit for themselves and their families from their resources.
  • Plan and administer estates and trusts throughout South Florida.
  • Handle estate and gift, and fiduciary income tax matters.
  • Coordinate related assets, such as IRAs, pension and profit-sharing plans and charitable trusts and foundations.
  • Represent clients' estates and trusts before courts, if necessary.
  • Handle tax litigation.
  • Coordinate and oversee the work of clients' other professional advisors.
  • Consult with others in the firm as needed on clients' problems in other areas such as real estate and family businesses.
  • Prepare wills.
  • Prepare complex trusts.

Services Provided:

  • Estate Planning, Wills and Trusts
  • Living Wills, Health Care Powers of Attorney
  • General Powers of Attorney
  • Estate and Gift Tax Matters
  • Probate Administration
  • Releases from Administration
  • Will Contests, Claims against an Estate
  • Trust Administration
  • Family Partnerships
  • Family Business Planning