James A. Schorner, P.A., Vero Beach Florida
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Friday, July 19th, 2024

Estate Planning

Sun shining through the cloudsMany practitioners operate in the traditional historian mode in compliance with tax laws. I provide a proactive, full range of services to advise individuals and families on tax saving strategies as to estates, probate, and trust administration. I have considerable experience in directing clients as to the disposition of their wealth and the minimization of income, estate, gift, and generation-skipping taxes.

Financial counseling involves the use of complex estate planning techniques through the use of business and investment entities, wills, revocable, irrevocable and testamentary trusts, Crummey trusts, education trusts, Qualified Personal Residence Trusts, and various kinds of charitable trusts.

I also represent personal representatives, trustees, guardians and other fiduciaries in probate and trust administration and guardianship proceedings. I advise clients regarding the use of durable powers of attorney, health care surrogates and living wills.


James A. Schorner, P.A.

Attorney: 772-231-5300
CPA:       772-231-2100

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