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Shareholder Norma Stanley To Host And Present At Meritas U.S. Trusts & Estates Practice Group Meeting In New Orleans

October 25, 2017

Orlando, FL – Lowndes, Drosdick, Doster, Kantor & Reed, P.A. is pleased to announce that long-time partner Norma Stanley, who is also the chair of the Meritas U.S. Trusts & Estates Practice Group, will be hosting the upcoming meeting in New Orleans. In addition to hosting, Stanley will present “Who Gets Your Password? The Disposition of Digital Assets at Death”. The meeting will be held at the Hyatt Regency Hotel in New Orleans on November 2-3.

At the firm, 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, Stanley represents a myriad of clients, including high net worth individuals and their families, beneficiaries of trusts, estates, personal representatives and trustees and small business owners.

Stanley is certified in Wills, Trusts and Estates Law by the Florida Bar Board of Legal Specialization & Education. The certification is the highest level of recognition by The Florida Bar of the competency and experience of attorneys in the areas of law approved for certification by the Supreme Court of Florida. Attorneys who become board certified are also evaluated as to their character, ethics and reputation for professionalism in the practice of law. She is AV rated by Martindale Hubbell.

Meritas is an established global alliance of more than 170 independent, full-service law firms, with a comprehensive means of monitoring and enhancing the quality of its member firms—a process that saves clients time in validating law firm credentials and experience.  Firms become members by invitation only and maintain membership by meeting standards of a uniquely comprehensive Quality Assurance Program.  Firms are regularly assessed and recertified for the breadth of their practice expertise and client satisfaction.

Founded in Orlando, Florida in 1969, Lowndes, Drosdick, Doster, Kantor & Reed, P.A., is a multi-discipline business law firm. Our attorneys represent corporate, entrepreneurial and individual clients across a myriad of industries locally, nationally and beyond our borders, from offices in Orlando, Mount Dora and Melbourne, and through Meritas, an established global alliance of independent law firms offering local insight, local rates and world-class client service. LOCAL ROOTS. BROAD REACH.SM www.lowndes-law.com


Norma

Norma Stanley is a shareholder, is board certified in Wills, Trusts & Estates by The Florida Bar and holds a Master of Laws in Taxation. She advises clients on estate planning, federal tax, probate, trust administration, guardianships and elder law.


With more than 25 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, 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 other fiduciaries as well as representation of trust beneficiaries.

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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