Wills, Estate, & Trust Litigation Lawyer

We can help you protect your estate whether you are the beneficiary, executor or trustee, or perhaps you need assistance in planning your estate. Jeff Goethe and Andre Perron have over 58 years of combined experience in estate and trust litigation. Mr. Goethe received the distinction of being selected by his peers as a Fellow to the American College of Trust and Estate Counsel, an honor granted only to those based on their professional reputation and ability in as well as on their contributions to the fields of trusts and estates. In addition, Mr. Goethe has achieved a "Superior" rating form the AVVO attorney rating service and an "AV-Preeminent" peer review rating through Martindale-Hubbard. With such outstanding distinctions in the Wills, Trusts, and Estates areas, he is well-equipped to assist you with your problems in estates and trust litigation. Mr. Perron is a Florida Bar certified specialist in business litigation, a certification that provides him with the ability to resolve complex inheritance disputes.

We want to make you aware of some of the potential legal issues that may arise:
  • Undue Influence - This is a form of elderly exploitation wherein an elderly person is manipulated into leaving much, if not all, of their property to the manipulator. Conditions associated with older age such as dementia or cognitive disabilities can make an elderly person more susceptible to manipulation. Often these manipulators can be anyone - family members, caregivers, financial advisors.
  • Wills and Trust Disputes - These disputes arise when beneficiaries do not agree on how the assets have been organized or left, or when a trustee of the estate is unjustly accused of mismanaging the estate. The end result could be a loss of your inheritance.
  • Elder Abuse or Elder Exploitation - In addition to exploitation through undue influence, the elderly are more often the target of financial scams. It's hard enough for most of us to understand the complexities of investments...imagine how much more confusing it can be to an elderly person who suffers from dementia or other cognitive disabilities. This makes it easy for someone to exert undue influence on an elderly person to invest in a product that is too risky or to purchase a fraudulent investment.
Contact either Mr. Goethe or Mr. Perron today to help you protect your inheritance. They have the knowledge and experience you need to tackle these complex legal issues. Call them at 941-827-2228 or through thefinanciallawyer.com.