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).
