Welcome to the Private Wealth Services blog! We work with clients to create customized solutions for each client’s creation, protection and transfer of wealth. Many of our attorneys have advanced tax degrees and years of trust experience, combining the fundamentals of estate planning with the understanding of the very personal nature of each client’s goals.
Our law firm has a multidisciplinary approach in handling various client legal needs, including:
Asset Protection | Business Structuring | Business Succession Planning | Charitable Planning | Corporate & Business Structuring Matters | Divorce | Elder Law | Estate & Probate Litigation | Estate & Trust Administration | Estate Planning | Family & Marital Law | Generation Skipping | Guardianship | Healthcare Documents | Power of Attorney | Tax Planning | Wealth Planning | Wills & Trusts
MEET THE TEAM
Julie Frey
Shareholder | Chair, Private Wealth Services Group
julie.frey@lowndes-law.com
407-418-6243 Direct
Ed Clement
Shareholder
ed.clement@lowndes-law.com
352-383-4186 Direct
Richard Dellinger
Shareholder
richard.dellinger@lowndes-law.com
407-418-6480 Direct
Jim Hoctor
Shareholder
jim.hoctor@lowndes-law.com
407-418-6254 Direct
Melody Lynch
Shareholder
melody.lynch@lowndes-law.com
407-418-6447 Direct
Jim O’Brien
Shareholder
jim.obrien@lowndes-law.com
321-215-0094 Direct
Norma Stanley
Shareholder
norma.stanley@lowndes-law.com
407-418-6467 Direct
Amanda Wilson
Shareholder
amanda.wilson@lowndes-law.com
407-418-6220 Direct