Complex trusts and estates support

Mary Saunders counsels on estate planning matters for clients ranging from moderate to high-net-worth and provides complex planning solutions to fit the specific needs of each client. Her experience includes:

• Revocable and irrevocable trusts
• Joint trusts
• Business succession planning
• Estate and income tax planning
• Charitable planning

With a focus on getting to know each client and their unique family dynamic, Mary offers customized planning that aims to achieve client objectives while minimizing tax liabilities.

Bar Admissions

• Florida

Education

• University of Florida (B.S., 2000)

• University of Florida Levin College of Law (J.D., 2002)