Profile

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.

  • 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

  • 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
  • "Voices for Kids," Adverse Witness, April 2007
  • "Yoga," Adverse Witness, December 2006

  • Conservancy of Southwest Florida, Member
  • Lions Club, Naples, Member
  • Collier Community Foundation, 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
  • Literacy Volunteers of Collier, Past Board Member