IRS Recovery & Tax Law Monroe County & Palm Beach County
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IRS Recovery & Tax Law Monroe County & Palm Beach County

  IRS tax help Palm Beach County
  IRS tax help Monroe County
  Tax Matters
  Estate Planning & Asset Protection
  Probate Administration
  Trust Litigation
LLC / Corp in Key West
LLC / Corp in Palm Beach County
  Key West IRS Tax specialist
  Business Planning & Formation

Harold E. Wolfe Jr.,
Admitted to Bars of:



Untitled Document

Harold E. Wolfe, Jr. Esq. holds dual certifications in both Taxation (since 1985) and Wills, Trusts & Estates (since 1987). Mr. Wolfe is only one of about 40 attorneys who hold dual certifications in Taxation, and Wills, Trusts & Estates in the State of Florida. He has been practicing law for 41 years and practices exclusively in the area of Taxation, Wills, Trusts & Estates, and Business Law.

Harold E. Wolfe Jr., Esq.


On behalf of clients, the firm prepares a number of sophisticated estate planning documents including revocable trusts (including qualified terminal interest property [“QTIP”] and qualified domestic trust [“QDOT”] revocable trusts), “crummey” trusts, grantor retained annuity trusts (“GRATs”), charitable remainder trusts (including charitable annuity trust and charitable unitrust), qualified personal residence trusts (“QPRTs”), generation-skipping trusts, and other trust instruments. We also assist clients in avoiding probate through use of a revocable trusts or other probate avoidance devices. We have the expertise to assist our clients in these areas since we are both board certified in taxation and wills, trusts and estates providing us the estate and gift tax background to prepare tax-flavored testamentary instruments.


The firm works with clients to minimize their exposure to creditor claims that can dissipate their assets and net worth. Planning in this area includes use of both foreign and domestic limited liability companies, limited partnerships and other asset protection devices as well as the creditor protections afforded under Chapter 222 of the Florida Statutes.

Trusts for Estate Planning Purposes:

The firm handles many estate planning needs for clients including the preparation of revocable trusts. The firm also prepares a variety of other trusts for client needs for estate planning purposes. These include so-called “crummey” trusts for children and grandchildren, qualified personal residence trusts (“QPRTs”), charitable trusts (charitable remainder unitrusts and charitable remainder annuity trusts), grantor retained annuity trusts (“GRATs”), and other complex type trusts for estate planning purposes. The majority of the firm’s practice emphasizes minimalization of any potential estate taxes and emphasizes probate avoidance through use of trusts, primarily revocable trusts.

Harold E Wolfe Tax Attorney
Harold E Wolfe Tax Attorney © 2020 All Rights Reserved
Monroe: & Palm Beach: 561-697-4100 • Fax: 561-697-4101 •
Palm Beach: 2300 Palm Beach Lakes Blvd#302 West Palm Beach, FL 33409-3306
Key West: 2nd Floor • 402 Appelrouth Lane Key West, FL 33405

2020 All Rights Reserved

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