Clay B Tousey Jr
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.
Fellow - American College of Trust & Estate Counsel
Clay B Tousey Jr
Fisher, Tousey, Leas & Ball
501 Riverside Ave #600
Jacksonville FL 32202
Tel: 904 356-2600
Fax: 904 355-0233
AREAS OF PRACTICE
* Estate Planning
* Charitable Planned Giving
* Trust and Estate Administration
Chip, a native of Jacksonville, has been a member of the firm since its founding in 1978 and now serves as its managing partner. Chip's passion is helping clients to identify their estate planning goals and then to implement those goals with the least legal and tax costs. For those clients who want charity to share in their wealth, Chip enjoys helping them choose charitable strategies that best acheive their desires. Chip has been recognized by his peers by being selected as one of the "Best Lawyers in America", as well as a Florida "Super Lawyer" and one of "Florida Trend's Legal Elite". When not practicing law, Chip serves as an elder in his church and as a board member of the Jacksonville Symphony and Ronald Mc Donald House
WORK EXPERIENCE
* Counsel and advise clients in their estate planning and help them create and execute appropriate tools, such as wills, revocable trusts, insurance trusts, charitable trusts, family partnerships,residence, trusts, grats, and "defective" trusts.
* Help trustees and personal representatives after a death to quickly and efficiently distribute assets to beneficiaries, and educate them on other necessary duties that must be performed.
* Counsel and advise clients on planned charitable gifting opportunities, such as family foundations, charitable remainder trusts and charitable lead trusts.
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