Ancillary Services

Ancillary Services

To provide “one stop shopping” for its estate planning and estate and trust administration clients, E. Steven Lauer, P.A. provides the following ancillary services:

Real Estate

Our office provides the following real estate services to our clients:

  • Commercial and residential real estate contracts
  • Commercial and residential real estate closings
  • Escrow services

Tax Preparation

Our attorneys and our trained enrolled agent, Francine Piersol, provides the following tax preparation services to our clients:

  • U.S. Individual Income Tax Return, Form 1040
  • U.S. Income Tax Return for Estates and Trusts Form, 1041
  • U.S. Income Tax Return for an S Corporation, Form 1120-S
  • U.S. Return of Partnership Income, Form 1065
  • U.S. Gift (&Generation-Skipping Transfer) Tax Return, Form 709
  • U.S. Estate Tax Return, Form 706

Fiduciary Services

Although E. Steven Lauer, P.A. would be more than happy to work with a family member or a bank or trust company who is serving as the Personal Representative of a client’s Estate or the Trustee of a client’s Trust, E. Steven Lauer will also accept appointment as Personal Representative or Trustee if the client does not have someone qualified or eligible to serve. E. Steven Lauer will continue to use the client’s trusted investment advisor and will “delegate” investment responsibility. As Trustee, E. Steven Lauer will make the difficult decisions regarding discretionary payments and will prepare accounting and tax returns “in house” to minimize the expenses related to the probate or trust administration.

Elder Law

E. Steven Lauer, P.A. understands the complexities of elder law, particularly as it pertains to Florida residents. They are aware of the difficulties that senior citizens face as they struggle to stay in their homes, afford medical and personal care, and maintain their savings during nursing home stays.

The firm can help with questions and strategies for long-term care, property ownership, guardianship, living wills, residents’ rights, nursing home abuse, and related concerns. This is a highly complex legal area where experience counts. The firm’s legal staff constantly monitors changing requirements and regulations to provide clients with the best possible advice.

E. Steven Lauer, P.A. has built a reputation for legal excellence in the Vero Beach community. For an initial consultation, call E. Steven Lauer, P.A. at (772) 234-4200, or complete our convenient contact form.

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