Tax Attorney, Probate & Trust
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Harold E. Wolfe Jr., Esq. Probate & Trust Administration: The firm handles all facets of probate administration including formal administration (over $75,000) and summary administration (for small estates under $75,000). This includes not only routine probate matters, but matters of a more complex nature including spousal elective share, homestead, matters concerning family businesses, complex creditor claims and other non-routine matters. The firm also handles ancillary probate estates involving Florida assets for estates of decedents with wills drawn and probated in other state jurisdictions. The firm handles probate litigation matters including will contests, contests regarding creditor claims, breach of fiduciary duty claims, and other claims made against the estate’s personal representatives. Representation also includes representing surviving spouses in elective share claims. Probate & Trust Litigation and Beneficiary Representation: The firm also handles trust litigation including construction and interpretation of trust instruments, demands for trustee accounting, trustee breach of fiduciary duty, matters concerning trust asset valuation as it pertains to trust accounting and Federal estate taxation and similar matters. Probate & Trust Representation of Trustees and Successor Trustees: The firm represents various trustees and successor trustees. In this capacity, advice is provided as to trust interpretation, fiduciary duties, accountings, asset valuation methodology, fiduciary income tax matters, trustee compensation, relations with beneficiaries, and other similar fiduciary accounting matters. The firm also extensively handles trust administration including matters involving the administration of a revocable trust after the grantor’s/settlor’s death. Key West Attorney Harold E. Wolfe Jr. Practices Probate & Trust Law The Harold E. Wolfe Jr. Law Office, P.A. is a Tax Attorney, Probate & Trust law firm with offices in Key West, Florida, servicing the Tax needs for the business community of the Florida Keys. We offer sophisticated IRS tax litigation services to individuals and business owners in all of Monroe County. Attorney Harold E. Wolfe Jr., concentrates his practice exclusively in complex tax matters, Probate and Trust law, helping small and mid-size businesses throughout the start-up process and as they grow into successful companies. We work to understand the individual needs of our Monroe County business clients and provide them with the most appropriate legal strategies for minimizing risk, protecting personal assets, and minimizing tax liabilities. The Harold E. Wolfe Jr. Law Office Law Office provides practical solutions for our clients’ Probate & Trust Tax Matters. By offering superior results to clients and applying hard work with integrity, we find legal solutions for your complex tax issues. We are proud of our reputation for being successful, knowledgeable, responsive, accessible, and professional. Specifically, our Key West practice includes new business start-ups, business entity formation (partnerships, LLCs and corporations), non-profit formation, operating/partnership agreements, regulatory compliance, employment and non-compete contracts, buy-sell agreements, business purchases and sales, trademarks, copyrights, commercial leases, and contract drafting and review. |
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