I want help creating an up-to-date, Florida-compliant plan specific to my & my loved one's needs. In our efforts to keep you up to date, here's a synopsis of President Biden's tax proposal that arises from the House Ways and Means Committee. The bill is not law until passed by the Senate and House and signed by the President.
There will likely be changes through negotiations. Since our founding in 1924, we've intentionally created a boutique, family oriented firm that takes the time to listen to our clients. As estate planning attorneys, it's especially gratifying to forge special relationships that last for decades and span multiple generations with our clients and their families from near and far.
There will likely be changes through negotiations. Since our founding in 1924, we've intentionally created a boutique, family oriented firm that takes the time to listen to our clients. As estate planning attorneys, it's especially gratifying to forge special relationships that last for decades and span multiple generations with our clients and their families from near and far.
Services
Originally founded in 1924, the attorneys at Sheppard Law Firm provide a variety of legal services at our law offices in Fort Myers, Naples and Sanibel, Florida. Our experienced attorneys offer personalized advice on estate planning, probate and trust administration, asset protection, guardianship, and real estate law.
Thanks to the entire team that makes working with you so easy. I'm very impressed how "simplified" the process was because of all the pre-planning and forethought that went into preparing my parents' trust. It was painless. You make it seem so easy. However, I know it only seems that way because of all of your combined efforts and your absolute professionalism.
Reviews (10)
Lc Larson
Jan 04, 2022
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Positive: Professionalism, Quality, Responsiveness
Attorney Mike Hill and his team have given us nothing but great service for the last 6 years. We recently asked for and received great advice with our estate plan, thoroughly explained, and then promptly executed. Maria provided great customer support. Great job!
Attorney Mike Hill and his team have given us nothing but great service for the last 6 years. We recently asked for and received great advice with our estate plan, thoroughly explained, and then promptly executed. Maria provided great customer support. Great job!
Michael Small
Dec 04, 2021
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We have been with the Sheppard Law Firm for many years, first doing our family trust and then modifying it as our family has grown. Most recently with Maria, Aimee and, of course, Attorney Mike Hill. My wife Nancy and I have been very pleased with their work and explaining difficult legal terms so that we could understand the legal process for our trust. 5 Stars.
Amber Rodier
Nov 25, 2021
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Bruno G.
Nov 13, 2021
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Shirley & David Mathis
Oct 23, 2021
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I highly recommend Sheppard Law Firm and give them a five star review!
Everyone was most friendly, patient and helpful. I especially have the most praise and respect for Aimee Balcer for always responding to my every call.
During a very stressful time, she made me feel at ease. She is a definite asset to the firm.
Everyone was most friendly, patient and helpful. I especially have the most praise and respect for Aimee Balcer for always responding to my every call.
During a very stressful time, she made me feel at ease. She is a definite asset to the firm.
Dave Breckenfelder
Apr 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We used the Sheppard Law Firm to update our trust. We have total confidence in their knowledge of estate planning. Maria and her team were extremely helpful assisting us in the funding of the trust as that was an area where we needed a lot of assistance.
We used the Sheppard Law Firm to update our trust. We have total confidence in their knowledge of estate planning. Maria and her team were extremely helpful assisting us in the funding of the trust as that was an area where we needed a lot of assistance.
Tom Botsford
Mar 30, 2021
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When my mother passed away I was appointed as trustee of her estate. I worked closely with the Sheppard Law firm to navigate the process. Never having done this, I was extremely nervous. They were wonderful. I worked very closely with Bronwyn and she was extremely responsive, attentive, compassionate, and anticipated everything along the way. I would HIGHLY recommend them as a result. THANK YOU SHEPPARD LAW FIRM!
Peter Krilivsky
Dec 08, 2020
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We have been clients of The Sheppard law firm for over 10 years and have been very happy with their service and counsel Working with Craig Hersch and his assistants has been very pleasant. Recently we had the pleasure of working with Attorney Donaldson who was very pleasant as well and knowledgeable. She addressed all of our concerns. Five Stars for the Firm. Also enjoy the annual workshops which are very timely and informative.
Kathleen Mitchell
Jul 25, 2020
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I recently completed an elite review of my estate plan with Sheppard Law. I am very glad I did this as there were several issues that needed to be revised. Debbie Shannon, the Asset Alignment Coordinator was exceptionally helpful. She researched all the people and processes that I needed to get my estate plan in order. Her directions and documents were clear and easy to follow. My interview via telephone with attorney Michael Hill was informative and he answered all my questions. After their help, I feel comfortable that my estate is Florida compliant and will be easy for my successors to take
John E.
Jul 26, 2019
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