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Office

215 North Eola Drive
Orlando, Florida 32801
Direct: 407-418-6467
Office: 407-843-4600
Fax: 407-843-4444


Norma Stanley

Partner

Norma Stanley advises clients on estate planning, federal tax, probate, guardianship and trust administration, and elder law. With more than 20 years of legal experience in wealth transfer, business succession, sophisticated tax, trust and estate planning, estate and trust administration and family office creation, Norma represents a myriad of clients, including high net worth individuals and their families, beneficiaries of trusts and estates, and trustees and small business owners. In addition to providing estate planning, including complex estate planning for high net worth individuals, planning for moderately wealthy individuals, and basic planning for modest, non-taxable estates, Norma also provides estate planning services such as estate, gift and generation skipping transfer tax planning, including family office planning, irrevocable trust planning, grantor retained annuity trusts planning, sales to defective grantor trust planning, qualified personal residence trust planning and charitable planning, including charitable trusts and private foundations, family limited partnerships, business succession planning and asset protection planning. Norma offers probate and estate administration services which include formal administration and summary (small estate) administration and the preparation and filing of federal estate tax returns (Form 706). Trust administration services include wealth transfer management, trust modifications and providing advice to trustees and related fiduciaries. Additional related services include federal estate and gift tax audit representation and preparation and filing of applications for recognition of exemption related to private foundations (Form 1023).

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Education

  • Florida State University, B.S., 1982
  • The University of Alabama School of Law, J.D., 1986
  • University of Florida College of Law, LL.M. in Taxation, 1991

Admitted

  • The Florida Bar - 1988
  • Alabama State Bar - 1986
  • U.S. Tax Court - 1991

Recognition

  • Martindale-Hubbell Rating: AV Preeminent
  • Top 100 Attorneys of Worth Magazine, 2009
  • Listed in The Best Lawyers in America 2009-2012
  • Listed in the Elder Law and Trusts and Estates Law sections of The Best Lawyers in America 2009-2011
  • Orlando's Best Lawyers 2009-2011 Orlando Magazine
  • Selected for inclusion in 2011 Florida Super Lawyers
  • Five Star Wealth Manager 2011, 2012
  • Listed in the 2007-2008 "Honors Edition" of the Cambridge Who's Who Among Executive and Professional Women
  • Legal Section of 2007 Continental Who's Who Registry
  • Listed in the 2006-2007 "Honors Edition" of the Madison Who's Who Among Executive and Professionals

Professional Certifications, Memberships and Activities

  • Professional Certification: Board Certified: Wills, Trusts and Estates
  • Central Florida Estate Planning Council
  • Central Florida Association of Women Lawyers
  • Orange County Bar Association
  • American Bar Association
  • National Academy of Elder Law Attorneys
  • Academy of Florida Elder Law Attorneys
  • The Florida Bar, Wills, Trusts and Estates Certification Committee
  • Alabama State Bar Association

Community Activities

  • Florida Executive Women, past President
  • Orlando Shakespeare Theater Advisory Council
  • Rollins College Taxwise Planned Giving Advisory Board
  • Advisors Council of the Community Foundation of Central Florida