Jeanette focuses her practice in estate and gift tax planning, and the administration of trusts and estates in Florida. Jeanette has nearly three decades of experience, and a recipient of the Medal of Honor - Attorney of the Year Award from the Collier County Bar Association.
Jeanette’s team approach, incorporating clients’ accountants, financial planners and corporate trustees makes her a valued and trusted advisor in the preservation of wealth and legacies. Her experience includes but is not limited to:
Jeanette focuses her practice in estate and gift tax planning, and the administration of trusts and estates in Florida. Jeanette has nearly three decades of experience, and a recipient of the Medal of Honor - Attorney of the Year Award from the Collier County Bar Association.
Jeanette’s team approach, incorporating clients’ accountants, financial planners and corporate trustees makes her a valued and trusted advisor in the preservation of wealth and legacies. Her experience includes but is not limited to:
- 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 Planning
- Trust Administration and Settlement of Trust Estates
- 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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