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.
Estate and Gift Planning: Beyond the Basics, Tiger 21, Ritz Carlton, Tiburon, January 24, 2023
The SECURE Act: Legal Answers to Help you Field Client Questions, Financial Planning Association of Southwest Florida, March 11, 2020
Disclaimer Planning, Probate and Pumpernickel Luncheon Continuing Education Form, October 15, 2019
Panel Member, New Tax Law Changes for Businesses, Above Board Chamber of Florida, January 14, 2019
Using Revocable Trusts, HalfMoon Education Inc., August 30, 2017
Ethics and Client Representation, Divorce After Fifty, Sterling Education Services, Inc., Seminar, March 2009
Understanding the Role of the Personal Representative in Probate, The Probate Process from Start to Finish, National Business Institute, December 2006 and December 2007
Voices for Kids Interview, Television Appearance, D'Latinos TV Show, November 2006
“Charitable Giving: make an impact in the community and save on your taxes!,” Professional Advisor Council Connector, Community Foundation of Collier County, Summer 2017
"Planning Ahead," è Bella Magazine, July 2008
"Trust Essential in the Attorney-Client Relationship in Estate Planning," Community Foundation Collier County Newsletter, July 2007
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.
Estate and Gift Planning: Beyond the Basics, Tiger 21, Ritz Carlton, Tiburon, January 24, 2023
The SECURE Act: Legal Answers to Help you Field Client Questions, Financial Planning Association of Southwest Florida, March 11, 2020
Disclaimer Planning, Probate and Pumpernickel Luncheon Continuing Education Form, October 15, 2019
Panel Member, New Tax Law Changes for Businesses, Above Board Chamber of Florida, January 14, 2019
Using Revocable Trusts, HalfMoon Education Inc., August 30, 2017
Ethics and Client Representation, Divorce After Fifty, Sterling Education Services, Inc., Seminar, March 2009
Understanding the Role of the Personal Representative in Probate, The Probate Process from Start to Finish, National Business Institute, December 2006 and December 2007
Voices for Kids Interview, Television Appearance, D'Latinos TV Show, November 2006
“Charitable Giving: make an impact in the community and save on your taxes!,” Professional Advisor Council Connector, Community Foundation of Collier County, Summer 2017
"Planning Ahead," è Bella Magazine, July 2008
"Trust Essential in the Attorney-Client Relationship in Estate Planning," Community Foundation Collier County Newsletter, July 2007
