Jeanette Lombardi is a trust and estate attorney serving clients throughout southwest Florida. With nearly three decades of experience, she is a Collier County Women's Bar Association Past President and Collier County Bar Association Medal of Honor Recipient - Attorney of the Year.
Jeanette works closely with her clients in a team approach which incorporates the accountants, financial planners and corporate trustees in the transfer and preservation of wealth. A life-long Florida resident, her experience includes but is not limited to, planning for charitable gifting, multi-generational planning, including family business succession, and other strategies for preservation and transfer of wealth. Jeanette is ready to assist with a myriad of estate planning tools, including:
Jeanette Lombardi is a trust and estate attorney serving clients throughout southwest Florida. With nearly three decades of experience, she is a Collier County Women's Bar Association Past President and Collier County Bar Association Medal of Honor Recipient - Attorney of the Year.
Jeanette works closely with her clients in a team approach which incorporates the accountants, financial planners and corporate trustees in the transfer and preservation of wealth. A life-long Florida resident, her experience includes but is not limited to, planning for charitable gifting, multi-generational planning, including family business succession, and other strategies for preservation and transfer of wealth. Jeanette is ready to assist with a myriad of estate planning tools, including:
- Establishing Florida Domicile
- Revocable and Irrevocable Trusts, including Dynasty Trusts
- Modification of Irrevocable Trusts
- Federal Gift and Estate Tax Reduction Planning
- Integration of large IRAs and Qualified Plan Benefits into Estate Plans
- Trust Administration and Settlement
- Probate Administration
As a member of Bond’s trust and estate practice group, Jeanette brings to bear the bench strength of multiple tax and planning professionals to support the achievement of clients’ wealth management and transfer goals.
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