A seventh generation Floridian, fifth generation cattle rancher, and third generation citrus grower, Ms. Taylor's distinctive heritage gives rise to her unique ability to comprehend, respect and plan for your family's legacy. She recognizes that some assets - be it a business, a lake house, a farm - have value well beyond the balance sheet as they represent family history.

As an attorney in the Estate, Trust & Wealth Preservation group, Ms. Taylor practices in the areas of estate, tax, and business succession planning, and estate and trust administration. She places an emphasis on understanding her clients' specific family circumstances to assist in identifying, prioritizing, and achieving their long term estate planning goals. Ms. Taylor holds a master's degree in taxation, combining knowledge of the tax code's intricate laws and professional understanding of wealth transfer techniques with her personal experiences with closely held business entities to craft estate plans tailored to satisfy client objectives and promote multi-generational asset transfers with minimal tax consequences.

Ms. Taylor strives to become her clients' trusted advisor and relishes the opportunity to instill confidence and exceed expectations while guiding clients through the complexities of estate planning from creation to implementation to administration.

Ms. Taylor's recent experience includes:

• Implementation of gift, estate and generation-skipping transfer tax techniques to achieve tax efficiencies and shift assets to preferred beneficiaries via drafting wills, revocable trusts, qualified personal residence trusts, grantor retained annuity trusts gifting trusts, irrevocable life insurance trusts, and spousal access trusts;


• Creation, funding, and administration of charitable vehicles including family foundations, donor advised funds, and charitable trusts;


• Preparation of federal gift, generation-skipping transfer, and estate tax returns;


• Preparation of prenuptial and antenuptial agreements;


• Administration of estates and trusts; and


• Formation and transfer of closely held business entities.