High Net Worth Estate Attorneys In Fort Myers

At The Levins & Warnock Law Group, we provide a full range of estate planning services to high net worth individuals in Southwest Florida. Our attorneys are highly knowledgeable regarding the use of trusts and other methods by which assets can be protected and estate taxes minimized. Whatever your situation, we can be of assistance to you.

Experienced Fort Myers Estate Planning Attorneys

The attorneys at The Levins & Warnock Law Group, have more than 40 years of combined estate planning experience. Our clients include business owners and individuals in the Fort Myers area, as well as high net worth individuals with primary residences in other states. When you retain us, we will create an estate plan and documents tailored specifically for your needs.

The Levins & Warnock Law Group, can assist you in matters involving:

  • The minimization of estate taxes
  • Sophisticated asset protection strategies
  • All types of trusts
  • Business succession planning
  • Other high net worth estate planning matters

Business Succession Planning And Execution

You have spent many years building your business. Now it is time to transition it to a new generation. Our law firm has extensive experience planning for and executing business succession plans for business owners in Southwest Florida. We can review your situation and develop a succession plan designed to effect a successful transfer of your business to a family member or another party. Our firm can work with your accountant or financial advisor regarding key issues.

Attorney Jess W. Levins has a Master's degree and a doctorate in Business Administration. He is a Certified Management Accountant (CMA) and is Certified in Financial Management (CFM). Mr. Levins has taught various business topics at universities in Florida.

Free Consultation — Contact Our Firm

To schedule a consultation with an experienced high net worth estate lawyer in Fort Myers, contact The Levins & Warnock Law Group