Below: verified Estate Planning Attorneys providers serving The Springs, followed by guidance specific to this neighborhood.

Vetted Estate Planning Attorneys Serving The Springs

Karen Estry, P.A.

✓ Verified May 2026
(407) 869-0900

516 Douglas Avenue, Suite 1106, Altamonte Springs, FL 32716

Florida Bar estate planning and probate attorney in Altamonte Springs. Drafts wills, trusts, durable powers of attorney, advance healthcare directives, and handles guardianship and probate. Licensed in FL and NC.

  • Wills
  • Revocable trusts
  • Durable power of attorney
  • Advance directives
  • Guardianship
  • Probate

Law Office of Cynthia E. McGee, P.A.

✓ Verified May 2026
(407) 234-0695

238 N Westmonte Drive, Suite 200, Altamonte Springs, FL 32714

Altamonte Springs estate planning attorney Cynthia McGee focuses on wills, revocable trusts, trust administration, advance directives, and protection for minor children. Florida and Seminole County Bar member.

  • Wills
  • Revocable trusts
  • Trust administration
  • Advance directives
  • Protection for minors
  • Probate

Estate Planning & Legacy Law Center, PLC

✓ Verified May 2026
(407) 647-7526

711 Ballard Street, Altamonte Springs, FL 32701

Multi-attorney estate planning and elder law firm in Altamonte Springs. Specializes in asset protection, Medicaid crisis planning, special needs trusts, business succession, and charitable giving strategies.

  • Asset protection
  • Medicaid planning
  • Special needs trusts
  • Business succession
  • Charitable planning
  • Elder law

Murphy & Berglund, PLLC

✓ Verified May 2026
(407) 865-9553

1101 Douglas Avenue, Suite 1006, Altamonte Springs, FL 32714

VA-accredited Altamonte Springs estate planning firm. Attorneys Jodi Murphy and Michelle Berglund-Harper handle wills, trusts, Medicaid and VA benefit planning, elder law, guardianship, and cryptocurrency estate issues.

  • Wills & trusts
  • VA benefits
  • Medicaid planning
  • Elder law
  • Guardianship
  • Cryptocurrency estates
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About The Springs

Typical home era: 1970s–1990s custom homes

ZIP code: 32779

The Springs is a private, gated residential community on the northern edge of the Altamonte Springs market, built around natural springs and known for upscale custom homes.

Notable features:

  • Gated community with 24-hour security
  • Built around natural springs and the Wekiva River
  • Upscale custom homes on larger lots
  • Homeowners' association with extensive amenities

Frequently Asked Questions

What is an irrevocable life insurance trust (ILIT) and does it make sense for a Springs-area family?
An ILIT is a trust designed to own a life insurance policy so that the death benefit falls outside the taxable estate. For families with estates approaching or exceeding the federal exemption — currently $13.99 million per individual under 2026 law, though subject to legislative change — an ILIT can preserve significant wealth for heirs. The trustee, not the insured, owns the policy. Premiums are funded through annual gifts using the Crummey notice process. Florida has no separate gift tax, making annual exclusion gifting to an ILIT relatively clean to administer.
How do charitable remainder trusts work for Florida residents who want to give back?
A charitable remainder trust (CRT) allows a donor to transfer appreciated assets — real estate, securities, or closely held business interests — into the trust, receive an income stream for life or a term of years, take a partial charitable deduction in the year of contribution, and direct the remainder to a chosen charity. Florida has no state income tax, which means the income stream from a CRT flows to the beneficiary without state-level offset. CRTs are particularly well-suited for Springs residents who hold appreciated stock or a second property they wish to monetize without a large capital gains recognition event.
My spouse and I own a vacation home in another state. Does Florida law govern that property?
No — real property in another state is governed by that state's law for title and probate purposes. If your vacation home is held in your individual names and you die, it will pass through ancillary probate in that state regardless of your Florida estate plan. The cleanest solution is to title the vacation property in a revocable living trust or, depending on the state, an LLC. Your Florida attorney should coordinate with counsel in the vacation home state or have reciprocal relationships there to ensure the out-of-state property is handled correctly.
What is the difference between a durable power of attorney and a healthcare surrogate designation in Florida?
A durable power of attorney authorizes a named agent to manage financial and legal matters — signing contracts, managing bank accounts, handling real estate transactions — if you become incapacitated. A healthcare surrogate designation (Florida's term for a healthcare proxy) authorizes a named person to make medical decisions on your behalf. Both documents are governed by separate Florida statutes: Chapter 709 for powers of attorney, Chapter 765 for healthcare surrogates and living wills. Florida law requires both documents to be signed before two witnesses and a notary. They are distinct instruments and both are necessary for a complete plan.
We have grandchildren. What trust structures are available for multi-generational wealth transfer in Florida?
Several structures are commonly used. A generation-skipping trust (GST trust) allows assets to benefit children and grandchildren while consuming only one application of the GST tax exemption. A dynasty trust, permissible in Florida for up to 360 years under Florida Statute 689.225, can hold assets across multiple generations with professional trustee management. 529 education savings plans with superfunding (five years of annual exclusion gifts in one year) are a simpler tool for education-specific transfers. Each structure has different tax treatment, trustee requirements, and flexibility provisions — the right choice depends on family dynamics, asset type, and the grantor's goals.

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