WILLS, TRUSTS, ESTATE & PLANNING

The estate planning attorneys of Battaglia, Ross, Dicus & Wein, P.A. has extensive experience representing clients in planning and protecting your assets so that the future of your beneficiaries will be protected. For over 25 years, we have helped the residents of the Tampa Bay Area and the State of Florida with their estate planning. Each client's matter is given personal attention and is handled in a confidential environment and with a sensitive approach.

Choosing an estate-planning attorney is a very important decision. Your attorney will guide you through this important process, will provide valuable counsel and explain the procedures and court rules regarding probate matters. No matter how simple or complex the estate may be; you can rely on Battaglia, Ross, Dicus & Wein, P.A. for efficient, cost-effective legal services.

Our estate planning attorneys will sit down and talk to you about your estate, your long term goals, your financial assets and then will recommend a course of action that makes the most sense for your individual situation. We focus on providing practical solutions to your particular situation. We tailor our legal representation to the unique needs of your situation. To make an appointment for a free consultation, please do not hesitate to contact us today.

Our goal is the same, regardless of the size of an individual client's estate -- preserve personal wealth, minimize costs and reduce the estate tax burden to better provide for the decedent's beneficiaries. The solution-oriented approach of our firm is typified in the areas of estate planning, probate and trust administration. Many of our clients have substantial wealth, requiring sophisticated lifetime giving and estate planning. We have experience representing clients with diverse backgrounds throughout the State of Florida. Our services cover the following matters:

• Revocable and Irrevocable Trusts
• Wills (simple and complex)
• Probate
• Trust Administration
• Transactions under the Uniform Gifts to Minors Act
• Charitable Giving and Charitable Trusts
• Life Insurance Trusts
• Estate and Tax Planning
• Planning for Disabled Persons with special needs
• Asset and Creditor Protection
• Representation of beneficiaries, personal representatives, trustees, creditors and other interested parties in estates and trusts, including challenges to the validity of wills and trusts.
• Durable Power of Attorney
• Healthcare Surrogate Designations
• Living Wills
• Establishing Guardianships for Incapacitated Persons and Minors

Probate Litigation We also represent clients in litigation matters, including representation of personal representatives, beneficiaries and other interested parties in probate proceedings and challenges to the validity of wills and trusts and in removal or surcharge actions challenging fiduciary performance.

CONTACT ATTORNEY: Patricia Dockery