The firm is owned by an established and well-respected attorney with over 40 years of legal experience in the Pinellas County area. As a graduate of the William and Mary Law School, he had a distinguished career in Securities Litigation for 20 years. His practice always included probate and estate planning and, when he decided to cease litigation and focus in this area, his practice grew rapidly. There is little that the owner hasn't seen with respect to estate law and is, therefore, often called upon to deal with complicated estate and probate matters.

The owner's past professional affiliations include membership on the Governance Committee of the Public Investors Arbitration Bar Association, serving as Past President of the Clearwater Bar Association/Young Lawyers Division and as a Director of the Commercial Law Division of the American Trial Lawyers Association. He is an active member of The Florida Bar Association and Pinellas Leadership. He also serves as a Circuit Court Mediator and as an Arbitrator with FINRA involving investor disputes within the brokerage industry. He currently holds the highest possible AV® Preeminent Peer Review Rating SM by Martindale-Hubbell® for his trial ability and dedication to ethics, as well as a 10.00 Superb rating on avvo.com. Most recently, the owner has served as Chairman of the Florida Bar Grievance Panel responsible for investigations and discipline of members of the Florida Bar.

The owner is part of an extensive network of colleagues in the area who refer in a significant number of his clients and with whom he works closely in the real estate and litigation areas, earning significant referral fees. Many of his clients have been with him for 20 years or more and his reputation as evidenced by client reviews remains at a near perfect five stars.

Clients love the firm's knowledgeable and caring staff who have extensive experience in the estate planning and probate area. Employee turnover has historically been very low, attesting to the owner's personal commitment to the firm and its employees. Recently, the firm paid for its young Client Care Coordinator to attend paralegal training at the University of South Florida with an eye to her becoming a future successful firm paralegal.

The firm’s turnkey offices include nine active work areas fully and tastefully furnished and equipped with nearly new computer systems. A VOIP telephone system easily connects staff to their clients. Word-based documents are all stored in the cloud environment. Policies and procedures manuals for the practice areas and administrative issues are well maintained and current. The firm uses QuickBooks to maintain its internal financial records and a professional CPA to complete its financial statements each year. All trust accounts fully meet Florida Bar standards.

The firm has over 20 years of client records easily accessible in Word and Clio software (over 8000 contacts). Firm staff use the Wealth Council format for estate planning documents and West Laws probate system for administrative documents. The firm’s monthly newsletter is automated and sent to over 750 homes via Constant Contact. The website, established in 1997, is updated with 6-7 blog posts per month. Currently containing over 500 blog posts, the website is considered by Google to be a very rich internet experience. The firm gets nearly a third of its new business through this robust internet presence. Numerous five-star Google reviews point new clients to the firm on a regular basis. This powerful online presence is truly one of the most important assets available with the purchase of this firm.