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Our Trusts & Estates group has been a focus of the firm since it was founded over 40 years ago. We understand that planning in today’s economic and legal climate poses dynamic and threatening challenges to those individuals and families with significant wealth. Issues such as business succession, estate and gift tax, generation-skipping transfer tax, asset protection, charitable giving and income tax all need to be addressed and consistently reviewed in this ever-changing area of law. All of the attorneys in our Trusts & Estates group have a Master’s of Law in Taxation, which provides a necessary foundation to implementing sophisticated techniques that are customized for each of our clients.

Instruments and Techniques

We understand that each client has different goals and problems, and that there is not one singular plan that will work for each client. Our attorneys use a wide variety of instruments and techniques in creating each unique client plan.

Meet the Team

Name
Phone Number
Office Location
vCard
Name
Brandon D. Bellew
Brandon D. Bellew

Brandon D. Bellew

Partner, Clearwater Phone Number: (727) 461-1818
Phone Number
(727) 461-1818
Office Location
Clearwater
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Name
Bruce H. Bokor
Bruce H. Bokor

Bruce H. Bokor

Partner , Clearwater Phone Number: (727) 461-1818 ext. 1030
Office Location
Clearwater
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Name
Joel D. Bronstein
Joel D. Bronstein

Joel D. Bronstein

Partner , St. Petersburg Phone Number: (727) 898-6691
Phone Number
(727) 898-6691
Office Location
St. Petersburg
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Name
Jeffrey M. Gad
Jeffrey M. Gad

Jeffrey M. Gad

Partner , Tampa Phone Number: (813) 501-3639
Phone Number
(813) 501-3639
Office Location
Tampa
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Name
Holger D. Gleim
Holger D. Gleim

Holger D. Gleim

Partner , St. Petersburg Phone Number: (727) 898-6694
Phone Number
(727) 898-6694
Office Location
St. Petersburg
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Name
Nicholas J. Grimaudo
Nicholas J. Grimaudo

Nicholas J. Grimaudo

Attorney , Clearwater Phone Number: (727) 461-1818 ext. 5087
Office Location
Clearwater
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Name
Vitauts M. (‘Vit’) Gulbis
Vitauts M. (‘Vit’) Gulbis

Vitauts M. (‘Vit’) Gulbis

Partner , Tampa Phone Number: (813) 225-2500
Phone Number
(813) 225-2500
Office Location
Tampa
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Name
Richard O. “Dick” Jacobs
Richard O. “Dick” Jacobs

Richard O. “Dick” Jacobs

Senior Counsel , St. Petersburg Phone Number: (727) 800-5980
Phone Number
(727) 800-5980
Office Location
St. Petersburg
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Name
William Kalish
William Kalish

William Kalish

Partner , Tampa Phone Number: (813) 225-2500
Phone Number
(813) 225-2500
Office Location
Tampa
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Name
Michael G. Little
Michael G. Little

Michael G. Little

Partner , Clearwater Phone Number: (727) 461-1818 ext. 1135
Office Location
Clearwater
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Name
Peter A. Rivellini
Peter A. Rivellini

Peter A. Rivellini

Partner , Clearwater Phone Number: (727) 461-1818 ext. 1200
Office Location
Clearwater
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Name
Thomas D. Sims
Thomas D. Sims

Thomas D. Sims

Attorney , St. Petersburg Phone Number: (727) 551-4652
Phone Number
(727) 551-4652
Office Location
St. Petersburg
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