Estate Planning for High
Net-Worth Families in Central Florida

High net-worth planning requires a comprehensive approach that often involves the complexities of business ownership, real estate holdings and tax consequences, combined with multi-generational family dynamics. The firm’s experienced business, real estate and estate planning attorneys provide a complete understanding of the full scope of family planning needs, including:

  • Family governance

  • Family partnerships

  • Dynasty trusts

  • Charitable giving

  • Risk management

  • Business succession planning

  • Estate/gift and income tax planning

  • Retirement/liquidity planning

The firm’s award-winning attorneys are considered leaders in their field, regularly presenting, and speaking to business, professional and legal groups on the topics of sophisticated estate planning and how to reduce tax consequences. At ShuffieldLowman, we proudly serve clients throughout Central Florida. Contact us in Orlando, Lake Nona, Tavares, DeLand, or Port Orange today to schedule a consultation.