Dan has been practicing Estate & Trust law in South Florida for 35 years. His firm, Heller Espenkotter, is a boutique firm specializing in estate, business and asset protection planning. Their estate planning services include preparation of Wills, Trusts, Powers of Attorney and related documents, tax reduction strategies, probate, guardianship, and trust administration. Their business practice includes selection and creation of appropriate entities, considering tax consequences, ease or complexity of creation and operation, business succession issues and the relationships between the owners. Asset protection planning involves an assessment of a client’s exposure to potential liabilities and counseling them on how to reduce that exposure.IRS CIRCULAR 230 DISCLOSURE:Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
Listed skills include Negotiation, Contract Negotiation, Estate Planning, Trusts, and 1 others.
