You can count on our team of estate and trust lawyers who have decades of experience and a sophisticated understanding of all the legal and financial aspects of this area of the law.
When you and family need answers and solutions, we are here to give you peace of mind, confidence and the results you deserve.
:: Estate Planning
:: Tax Law
:: Trust Litigation
:: Elder Law
:: Medicaid Planning
:: Probate Administration
Meet our Team of Trusted Estate and Trust Attorneys in Florida and Rhode Island
Bernard A. Jackvony is a nationally recognized fiduciary litigator and Of Counsel with Pannone Lopes Devereaux & O’Gara LLC. He concentrates his practice in the areas of trust and estate planning, litigation and administration for individuals, families, fiduciaries and charitable organizations and has represented clients in fiduciary litigation in Rhode Island, Florida, New Jersey, California, New York, Massachusetts and … [read more]
Gene M. Carlino is a Partner with Pannone Lopes Devereaux & O’Gara LLC. He is a highly respected attorney with more than 25 years of experience in all areas of estate and tax planning and administration, Medicaid planning, probate administration and trust litigation. His practice includes advising and advocating for clients in all matters involving federal and state taxation, including representing individuals before … [read more]
Rebecca M. Murphy is a Senior Associate with Pannone Lopes Devereaux & O’Gara LLC and a member of the Estate and Trust Planning, Administration and Litigation Team. She has significant experience counseling clients in all areas of trust and estate planning and administration, Medicaid planning, disability planning, probate … [read more]
Leah A. Foertsch is Senior Counsel with Pannone Lopes Devereaux & O’Gara LLC and a member of the Estate and Trust Planning, Administration and Litigation Team. Her practice focuses on advising individuals and families in all areas of trust and estate planning and probate … [read more]
Jason S. Palmisano is a Senior Counsel with Pannone Lopes Devereaux & O’Gara LLC and a member of the Estate and Trust Planning, Administration and Litigation Team. He focuses his practice on counseling clients in all areas of trust and estate planning and administration, Elder Law and guardianship law, Medicaid planning, disability planning … [read more]
PLDO Estate & Trust Thought Leaders
Why Your Domicile Is A Key Factor In Estate Planning
Having an up-to-date estate plan is important for many reasons, one of which is to ensure you have properly planned to minimize the federal and state estate tax. Read more in our latest advisory. [read more]
The Florida Homestead Advantage
Individuals have been flocking to Florida for years. So, what’s so great about Florida? It’s not just the weather. Individuals who establish their homestead in Florida enjoy the following benefits: [read more]
Establishing A Florida Domicile
An individual who establishes his or her domicile in Florida enjoys several benefits including no personal income tax, no capital gains tax, no state gift tax, and no state estate or inheritance tax. Further, Floridians enjoy asset protection in the form of strong state laws that exempt their homestead, retirement assets, insurance, and certain spousal joint property from being used to satisfy a creditor’s judgment against an individual… [read more]
Strategies for Gifting Interest in a Closely Held Business to Charity
Gifting interests in a closely held business can result in a significant planning opportunity for the right donor as well as a substantial benefit to a favorite charity. Read our blog to learn about planning strategies for charitable gifts utilizing private and closely held business interests that you may want to consider. [click here]
Estate Planning – Preparing for the Future to Protect You and Your Loved Ones
Many people believe that only wealthy individuals have estate plans. But that’s not the case. Estate planning is about preparing for the future and making sure your wishes and loved ones are protected. Listen to our estate and trust attorneys’ podcasts to learn about the fundamentals of estate plans, how to limit challenges to trusts and wills, and the range of solutions available for your loved ones to maintain independent living as they age. [click to listen]
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