Beverly Herin Furtick
FISHER, TOUSEY, LEAS & BALL, P.A. offers many practice areas to meet the needs of its clients. The following is a listing of our Jacksonville Law Firm Practice Areas:
* Corporate / Business
* Partnerships & LLCs
* Tax
* Trusts & Estates
* Real Estate
* Retirement Plans, Employee Benefits & Executive Compensation
The attorneys of our trust and estates group have one goal: to help our clients transfer their wealth in a way that carries out their objectives in a manner that minimizes taxes and transfer costs, using a plan that they understand. Since a plan that is not understood can hardly be fully embraced, we take great pride in educating our clients and explaining their estate plan so that they can be totally involved in the estate planning process.
Since our firm’s founding in 1978, estate planning, probate, and trust law have been a major part of our practice. Although we have many attorneys in our trust and estates group with over twenty years of individual experience, we also have associate attorneys who are well suited to working with younger families whose needs are less complicated. In addition to estate planning, the firm’s practice includes a large component of estate and trust administration. Although our role in this area is primarily as an advisor to individuals named to settle estates or trusts, in recent years the firm has also allowed individual attorneys of the firm to be named as personal representatives of estates or trustees of trusts, where this might serve the client’s interest. Whether as advisors or as the individual charged with settling the estate or trust, our goal is always to assist in the transfer of the clients’ estates to their beneficiaries with a minimum of tax costs, transfer costs, time, and complexity.
Since many of our clients are family business owners, it has given us great pride over the years to represent successive generations as they transfer their closely held family business.
Because estate planning and estate and trust administration is a team effort, we work closely with the clients’ other advisers, such as financial planners, insurance professionals, accountants, and trust officers.
First and foremost, we recognize that each client is a unique individual with his or her own unique family situation, goals, and estate planning issues, and we tailor each client’s estate plan to his or her particular situation.
Board Certified Attorney, Wills, Trusts & Estates - Florida Bar
Beverly Herin Furtick
Fisher, Tousey, Leas & Ball
501 Riverside Ave #600
Jacksonville FL 32202-4913
Tel: 904 356-2600
E-mail: bhf@fishertousey.com
AREAS OF PRACTICE
* Estate Planning
* Taxation
* Trust and Probate Administration
* Guardianships
Beverly joined Fisher, Tousey, Leas & Ball in 1989, and has been serving as the President and Managing Shareholder of the firm since 1995. Beverly practices primarily in the areas of estate planning, estate administration, and guardianships. In estate planning, she takes pride in making sure that each client’s personal and tax related goals and objectives are accomplished.
Beverly also works extensively in the area of administration of trusts and probate of estates to see that a client’s wishes are carried out to benefit their family members or intended charities, while minimizing the estate and income tax shrinkage of the client’s assets upon their death. In addition, Beverly handles guardianships of incapacitated adults, who may be suffering from a physical or mental illness, as well as guardianships for minor children. Children’s guardianships may be needed where life insurance proceeds or some other type of inheritance is payable to a minor, or where the minor has been injured in an accident.
Beverly is a member of the Estate Planning Council of Northeast Florida and has been Board Certified in Wills, Trusts and Estates by the Florida Bar since 1993. Recently, Beverly was also honored as a Florida “Super Lawyer.â€
WORK EXPERIENCE
* Facilitate the creation of revocable living trusts to avoid the unnecessary expenses and time delays sometimes associated with the probate process.
* Handle guardianships.
* Trust and estate administration.
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