Jeanette concentrates her practice in estate and gift tax planning, and estate and trust administration. She works closely with individuals and families to implement strategies for wealth preservation, and wealth transfer, while minimizing tax consequences.
Jeanette works in a team approach, including clients, accountants, financial planners and trustees to achieve the best strategy for the client.
Practice Focus Areas
Estate Planning Advice:
Establishing Florida Domicile
Family Wealth Preservation Planning
Revocable and Irrevocable Trusts, including Dynasty Trusts
Federal and State Gift and Estate Tax Reduction Planning
Integration of large IRAs and Qualified Plan Benefits into Estate Plans
Preparation and Negotiation of Prenuptial and Postnuptial Agreements
Business Succession Planning
Estate Administration:
Trust Settlement
Probate
News
Events and Webinars
Honors & Affiliations
Supreme Court of Florida Circuit Court Mediator
The Florida Bar, Real Property, Probate and Trust Law Section
Collier County Bar Association, Trusts and Estates Section
Medal of Honor, Attorney of the Year Award, 2008
Collier County Women's Bar Association
President, 1998-99; Board, 1996-2000
Florida Association for Women Lawyers
Lawyers of Distinction - Estate Planning, Wills and Trusts, 2016 and 2017
Martindale-Hubbell Client Distinction Award, 2015
Five Star Wealth Manager Award, 2011 and 2012
Representative Presentations
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
Representative Publications
“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
"Voices for Kids," Adverse Witness, April 2007
"Yoga," Adverse Witness, December 2006
Other Activities
Conservancy of Southwest Florida, Member
Lions Club, Naples, Member
Community Foundation of Collier County, Past Member, Board of Trustees; Past Co-Chair, Professional Advisors Council; Past Secretary, Executive Committee
Voices for Kids, SW FL: Past Member, Board of Directors
Jeanette concentrates her practice in estate and gift tax planning, and estate and trust administration. She works closely with individuals and families to implement strategies for wealth preservation, and wealth transfer, while minimizing tax consequences.
Jeanette works in a team approach, including clients, accountants, financial planners and trustees to achieve the best strategy for the client.
Practice Focus Areas
Estate Planning Advice:
Establishing Florida Domicile
Family Wealth Preservation Planning
Revocable and Irrevocable Trusts, including Dynasty Trusts
Federal and State Gift and Estate Tax Reduction Planning
Integration of large IRAs and Qualified Plan Benefits into Estate Plans
Preparation and Negotiation of Prenuptial and Postnuptial Agreements
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
Community Foundation of Collier County, Past Member, Board of Trustees; Past Co-Chair, Professional Advisors Council; Past Secretary, Executive Committee
Voices for Kids, SW FL: Past Member, Board of Directors
