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