A Lawyer Trustees And Estate Administrators Can Rely On

The decisions you make now about your estate can have a profound effect on your heirs and loved ones far into the future. It is crucial to seek the advice of a proven professional who can help you maximize your estate's value or assist you in the administration of a loved one's estate after they pass.

At the law practice of Daniel Harmon III, Attorney at Law, I assist individuals, families and family representatives in probate and trust administration. I also welcome clients from all walks of life on a range of estate and probate matters, including:

  • Drafting and updating wills
  • Establishing trusts
  • Probate and trust administration
  • Estate gifts, charitable giving and taxation
  • Business succession planning
  • Guardianships
  • Elder law, including Medicaid planning

Proven Representation For Individuals And Families In Panama City And Beyond

I assist trustees acting as fiduciaries in trust administration, including cases with extraordinary complexities. I provide counsel and representation navigating matters such as:

  • Prenuptial agreements
  • Capital gains bypass trusts
  • IRS pass-through trusts
  • Estate-related matters pertinent to compensation plans
  • Issues involving employee stock ownership plans (ESOPs)
  • 401(k) plans, IRA and qualified retirement accounts

Effective Wealth Preservation Strategies

I also assist clients who intend to defer taxes or transfer wealth to the next generation. By staying up to date on current developments in tax law, I am able to help clients make informed decisions today that may have a lasting impact on their generational wealth. I advise on the development of estate tax planning strategies designed to achieve maximum savings in:

  • Income
  • Capital gains
  • Estate, gift and generation-skipping taxes

I have the experience to deal with tax controversies with the Internal Revenue Service involving estate, gift and generation-skipping taxes. My experience includes representing clients in federal and state courts, and I am admitted to practice in the United States Supreme Court.

Trustworthy Counsel Through Probate And Estate Administration

Individuals responsible for settling family members' estates often turn to my law firm for customized guidance. I am uniquely qualified to offer individuals and families expertise from other areas of the law, frequently necessary for the estate planning client's needs.

Serving Clients Throughout Florida

To discuss wills and trusts or any estate planning or probate-related matter, call my office in Panama City at 850-215-2443. Or please use the convenient email contact form to arrange an opportunity to meet.