Vero Beach, FL 772-231-4440

Melbourne, FL 321-984-2700

Coral Gables, FL 305-443-5020

Wealth Preservation

The attorneys in Rossway Swan’s Trust and Estates practice group take an integrated approach to wealth preservation and are particularly adept at creating customized plans to fit clients’ distinctive needs and goals.  Our clients trust us to give careful consideration to and develop a plan that best addresses a broad spectrum of circumstances and concerns, including but not limited to, potential litigation, family dynamics, Florida residency, homestead protections and restrictions, business issues, personal obligations, incapacity, high-risk professions, and tax exposure.

Services Included but not limited to:

  • Irrevocable Trusts (Gift Trusts, “Dynasty” Trusts, Spousal Lifetime Access Trusts (SLAT), Life Insurance Trusts, Qualified Personal Residence Trusts (QPRT), Intentionally Defective Grantor Trusts (IDGT), and Others)
  • Grantor Retained Annuity Trusts (GRAT) and Grantor Retained Unitrusts (GRUT)
  • Family Limited Partnerships (FLP)
  • Asset Protection
  • Business Succession Planning
  • Charitable Planning

With three offices along Florida’s Atlantic coast, Rossway Swan serves clients throughout the Treasure Coast and Space Coast regions. To speak with one of our attorneys about your wealth preservation needs, please call (772) 231-4440 or request a consultation online today