• 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

Private Client Services

Our Private Client Services practice was developed to assist our clients in their varied personal matters. Our attorneys offer a broad scope of knowledge and experience in order to serve our clients’ diverse legal needs, and our goal is to serve those needs as efficiently and proactively as possible. Some examples of Private Client Services our attorneys offer include:

  • Income Tax Planning, including formulating third-party transactions to be tax favorable to our clients
  • Tax Return Preparation, including income tax returns for Trusts and Estates, personal tax returns for individual clients, Federal Gift Tax Returns, and Federal Estate Tax Returns
  • Negotiations with Banks regarding Loans, Credit Extensions, Refinancing and other Credit Offers
  • Working closely with Clients’ realtors regarding the sale of real estate; working with a Property
    Owners’ Association with regard to our Clients’ properties
  • Advocating on behalf of our Clients in Landlord/Tenant issues
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

  • Aging with Grace and Dignity Dr. Deepti Sadhwani of Quality Health Care & Wellness Institute...
    Read More
  • Real Estate Contracts- Read before you sign Real estate transactions are governed by their signed contracts. It...
    Read More
  • How long does probate take? We get asked this question all the time. The answer...
    Read More
  • Robin A. Lloyd Sr. guest speaker at Vero Beach Yacht Club Attorney Robin A,. Lloyd, Sr., was asked to speak about...
    Read More

News & Press

  • Aging with Grace and Dignity
    By RLA
    May 20, 2022
  • Real Estate Contracts- Read before you sign
    By RLA
    May 17, 2022
  • How long does probate take?
    By RLA
    May 10, 2022
  • Robin A. Lloyd Sr. guest speaker at Vero Beach Yacht Club
    By RLA
    May 9, 2022
  • Blue Ribbon First Class Fundraiser for Hibiscus
    By RLA
    May 4, 2022

Contact Us

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Let Us Consult You | Call 772.234.5500

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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