Tampa Estate Planning And Probate Lawyers Protecting Your Legacy
Last updated on October 22, 2026
Thinking about the future and what happens after you are gone is deeply personal. It can also bring up a lot of big questions. However, true wealth preservation is not just about handing down property. It is about protecting your life’s work, lowering your tax burden, and making sure your family faces a stress-free transition.
At Westchase Law, P.A., we combine high-level legal strategy with a warm, comforting environment. We believe you should always feel completely at ease when discussing your private family and business legacy.
Implement strategies to eliminate the necessity for probate and save 3% that would have otherwise gone to some attorney when you had to go through probate. Now you can avoid the impact of attorney’s fees.
- Revocable living trust
- Health care surrogate and living will
- Power of attorney for financial matters
- Pour-over will
We are led by C. Todd Marks, with over 25 years’ experience, and Kelly M. Albanese, Esquire, a Florida board certified specialist in marital and family law. This provides us with the confidence to assure you the proper handling of multiple dynamics involved in large estates. This background gives us a sharp advantage when handling the dynamics of large estates. We build custom blueprints that bring real order to your assets and real security to the next generation.
Designing Clear Wills And Healthcare Protections
A secure estate plan begins with clear instructions that protect your wishes during your lifetime and after your death. Our firm designs custom wills and advance directives that do far more than just name an executor. We establish precise guardrails to manage your estate smoothly and protect your family from unnecessary disputes.
When we craft these documents, we focus heavily on three core areas:
- Custom wills: We specify how to distribute your assets, protect your separate property, and name trusted guardians for your minor children.
- Living wills: We outline your precise choices for medical care if you ever face a health crisis and cannot speak for yourself.
- Durable powers of attorney: We empower a trusted loved one to manage your financial or healthcare choices, preventing stressful court delays.
By layering these essential documents together, we eliminate guessing games and give you total control over your future personal care and assets.
Strategic Trusts For Total Privacy And Tax Savings
Relying solely on a basic will can leave your estate subject to the public and often lengthy probate process. We use strategic trust formation to bypass court intervention completely, maintain your absolute privacy, and lower your estate tax burden.
Our lawyers will assist you in structuring complex, high-value trusts. We set up revocable living trusts to give you full control over your assets during your lifetime. We also design irrevocable options, such as asset protection trusts and charitable trusts, to shield your wealth from outside risks. Our team also guides both trust creators and trustees through their legal duties to make sure the estate is managed perfectly.
Smart Business Succession Planning
If you own a company or a professional practice, your business is likely your most significant investment. A sudden gap in leadership can quickly disrupt daily operations, lower your company’s value, or trigger painful partner disputes.
We protect your commercial legacy through structured business succession planning. Our firm drafts detailed buy-sell agreements, sets up clear management transitions, and coordinates corporate restructurings. We align your corporate framework with your personal estate goals so your business continues to thrive for generations to come.
Compassionate And Reliable Probate Administration
When a loved one passes away, handling the legal burden of settling their estate can feel completely draining during a time of grief. Our firm provides gentle, highly structured guidance through the complex Florida probate administration process so you do not have to carry the weight alone.
We represent personal representatives, beneficiaries and heirs with steady courtroom authority. Our attorneys handle the heavy paperwork, notify creditors, inventory estate assets, and resolve complex tax issues. If disputes ever surface over an inheritance, our deep background in high-conflict litigation ensures your rights are fiercely defended.
Plan Your Future With Confidence
Securing a lifetime of hard work demands a legal ally who understands high-stakes finance and respects your peace of mind. Let our experience bring structure, comfort, and clarity to your long-term planning.
Call Westchase Law, P.A., today at 877-259-2394 or fill out our form to schedule your private estate consultation at our Westchase office.