What you may not know about lacrosse you could likely learn from Ellen. To say she loves it is an understatement. She is a “huge” lacrosse fan. Ellen is equally enthusiastic about estate planning.
Ellen is highly skilled at creating estate plans from the most basic plans using wills and revocable living trusts, to very sophisticated plans which include dynasty trusts, family limited partnerships, grantor retained annuity trusts, residence trusts, charitable trusts and insurance trusts.
She routinely assists clients in becoming Florida residents and qualifying them for the Homestead Real Estate Tax Exemption and disengaging the clients from their former state, even if an out-of-state home is maintained. In addition, Ellen frequently establishes private foundations for families who desire to promote philanthropy for many generations and create lasting legacies.
Ellen knows that death can bring financial turmoil to a family. “It can be overwhelming,” she says. “I can sit with people, bring some calmness, and take some of the burden off them.”
Ellen is board certified* by the Florida Bar as a specialist in Wills, Trusts and Estates and frequently speaks to private groups about topics of interest in estate planning.