Naples

Taft’s Naples attorneys advise individuals, families, family offices, and their beneficiaries across generations on sophisticated estate and gift tax planning, business succession planning, and wealth transfer strategies. Our attorneys work with high-net-worth and ultra-high-net-worth clients to structure and implement customized estate planning vehicles designed to promote tax efficiency, asset protection, and long-term family and financial goals.

The team is experienced in structuring a wide range of planning vehicles, including irrevocable grantor and non-grantor trusts, dynasty trusts, GST tax-exempt trusts, charitable remainder trusts (CRTs), charitable lead trusts (CLTs), qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs), limited liability companies, and private foundations.

Our attorneys also guide clients and fiduciaries through estate, probate, and trust administration and settlement, including court filings, statutory notices, creditor claims, tax analysis, and tax return preparation.