• Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Call us 772-234-5500

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info@rlloydlaw.com
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Estate Planning

Our Estate Planning practice has been at the center of the firm since its inception in 1990. Our attorneys understand that the Estate Planning landscape changes over time, and we aid Clients in their wealth succession plans amidst the myriad tax, creditor, and beneficiary issues. We understand that an estate plan must be as varied and diverse as the Clients for whom we work, and our attorneys utilize a variety of estate planning documents and techniques to meet each Client’s needs.

Our attorneys focus on multi-generational transfers of wealth, catering each beneficiary’s inheritance to that beneficiary’s specific needs while incorporating creditor protection, spendthrift protection, and personal financial management tools. Some of the documents and techniques our attorneys have used in the past include:

  • Revocable Living Trusts, with which Clients can protect assets, avoid probate, and specifically cater their estate plans to the needs of their family
  • Irrevocable Trusts, through which Clients can “freeze” the value of assets contributed to the Irrevocable Trust, removing the appreciation of the asset from their Estate
  • Grantor Retained Annuity Trusts (“GRATs”)
  •  Qualified Personal Residence Trusts (“QPRTs”)
  • Wills with Testamentary Trusts
  • Life Estate Deeds
  • Dynasty Trusts
  • Family Limited Partnerships
  • Durable Power of Attorney
  • Living Will Declaration
  • Designation of Health Care Surrogate
  • Assisting clients with establishing FL Residency &; filing Declaration of Domicile
  • Guardianship Services, including initiating guardianship proceedings, managing guardianship assets for the Guardian, filing annual Guardianship accountings and inventories
Estate Planning
Probate & Trust Administration
Private Client Services
Corporate & Business Administration
Real Estate Services

Areas of Service

  • Estate Planning
  • Probate & Trust Administration
  • Private Client Services
  • Corporate & Business Administration
  • Real Estate Services

News & Press

  • To Pay or Not to Pay? Florida is one of five states without any state income...
    Read More
  • Tax Deadlines Extended ICYMI, The federal income tax filing due date for individuals...
    Read More
  • Estate Tax Exemption The IRS estate tax exemption for 2021 is projected to...
    Read More
  • Deadlines Approaching Annual Reports for all Florida corporations, including LLC’s are now...
    Read More

News & Press

  • To Pay or Not to Pay?
    By RLA
    April 13, 2021
  • Tax Deadlines Extended
    By RLA
    April 6, 2021
  • Estate Tax Exemption
    By RLA
    March 30, 2021
  • Deadlines Approaching
    By RLA
    March 23, 2021
  • Tax Time Tip
    By RLA
    March 16, 2021

Contact Us

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Our Firm

Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

Contact Us

  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
  • info@rlloydlaw.com

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