Business Details
21 Years
experience
Trusted Estate Planning & Legal Services in Boca Raton
Edelman P.A provides comprehensive legal services focused on estate and wealth transfer planning, asset protection, probate, and trust administration. With over 30 years of combined experience, our attorneys specialize in creating tailored solutions for clients' financial security. We prioritize client needs by collaborating with financial advisors and other professionals to ensure seamless estate planning. Our expertise extends to wills, revocable trusts, guardianships, and prenuptial agreements, serving both domestic and international clients.We emphasize tax efficiency, asset protection, and minimizing family discord through strategic trust administration. Founded in 2005, our firm builds on decades of experience from prior leadership roles at prominent law firms. We are committed to delivering personalized legal guidance that safeguards clients' legacies while maintaining transparency and ethical standards.
Services
Estate Planning
Probate Administration
Trust Administration
Will Creation
Guardianship Services
Details
- Year established: 2005
Highlights and features
- We offer over 30 years of combined experience in estate law.
- Our client-focused approach tailors solutions to individual needs.
- We collaborate with financial professionals for comprehensive planning.
- Our attorneys graduated from top-tier institutions like NYU and Boston College.
- We prioritize minimizing family disputes through strategic trust administration.
What people say
Personalized legal solutions
Expertise in estate law
Effective communication
Strategic tax planning
Comprehensive documentation
Services
Estate Planning
Our estate planning services create customized strategies to protect assets and ensure financial security for future generations. We draft wills, trusts, and tax-efficient documents while collaborating with financial advisors. Our approach minimizes estate taxes and prevents family conflicts through detailed legal frameworks.
Probate Administration
We streamline probate processes to distribute decedents' assets efficiently while maintaining compliance with Florida laws. Our team handles court filings, creditor notifications, and asset transfers to reduce administrative burdens for beneficiaries.
Trust Administration
Our trust administration services manage living and testamentary trusts to protect beneficiaries' interests. We ensure proper asset titling, tax reporting, and distribution according to grantors' wishes while minimizing legal disputes.
Will Creation
We draft comprehensive wills that establish guardianship for minors, designate asset distribution, and create testamentary trusts. Our documents ensure clients' intentions are legally enforceable while reducing probate complications.
Guardianship Services
Our guardianship services establish legal frameworks for minor children and incapacitated adults. We help clients appoint pre-need guardians and create durable powers of attorney to avoid court-appointed administrators.
People
Kenneth Edelman P.A
Attorney
Kenneth Edelman P.A has over 30 years of experience in estate planning and tax law. He founded Edelman P.A P.A. in 2005 after leading trusts and estates practices at major law firms. He holds an L.L.M. in Tax Law from NYU School of Law.
Jacob D. Edelman P.A
Attorney
Jacob Edelman P.A specializes in estate planning and real estate law. He graduated from Boston College Law School and previously worked with Greenberg Traurig's real estate practice. He collaborates with clients to create comprehensive wealth preservation strategies.
Questions
What estate planning documents do I need?
Essential documents include wills, revocable trusts, durable powers of attorney, and healthcare surrogates. We help determine which combination best protects your assets and family.
How does a revocable trust avoid probate?
A revocable trust holds assets during your lifetime, allowing direct transfer to beneficiaries after death without court involvement. This streamlines asset distribution while maintaining privacy.
Can I name out-of-state beneficiaries?
Yes, we help establish legal frameworks for domestic and international beneficiaries while addressing tax implications and asset transfer requirements.
What happens without a will?
Florida law will distribute your estate according to default rules, which may not align with your wishes. Creating a will ensures your preferences for asset distribution and guardianship are honored.
How do trusts protect beneficiaries?
Trusts provide creditor protection, divorce asset safeguards, and controlled distributions. They also help maintain eligibility for government benefits while managing inheritances for minors or special needs individuals.
Can I modify existing estate plans?
Yes, we review and update wills, trusts, and beneficiary designations to reflect life changes, tax law updates, or evolving family circumstances while maintaining legal validity.
Reviews (2)
Jason Foster
Nov 23, 2018
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The lawyers at Edelman PA are very professional and treated me and my (wife/family/etc) with respect and compassion. They did excellent work for me and I would not hesistate to recommend them to friends and family. Thank you!
Daniel Katzin
Oct 21, 2018
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My family has had numerous wonderful experiences with Edelman PA over the years. We've worked with both of the lawyers and even the paralegals. It is obvious that they care about us, and we appreciate them for their honesty and integrity. We give them our highest recommendations.
