TRUSTS AND ESTATES INFORMATION CENTER
A. Website is not specific legal advice: The application of legal principles is dependent upon the specific facts involved. This website is intended as general useful information. But the website is not intended to be used for the application to particular facts of a specific client. Please consult a properly qualified professional estate planner for advice and consultation about a particular client’s specific facts and circumstances.
B. Florida law. Many of the principles of trusts and estates law are common or similar from one state to another. However, there are a great many variations and rules specific to each state’s trust and estates law. The author of this website is only admitted to practice as an attorney and as a CPA in Florida. The material on the website has been prepared from a perspective of Florida law.
About the author of this website:
FRANK PATRICK MURPHY, ESQUIRE, B.A., Acc., JD., C.P.A.
1-239-404-6852 (cell), 1-239-390-2077 (voice),1-239-947-6791 (fax)
Bonita Springs Office:
9220 Bonita Beach Rd, Suite 200
Bonita Springs, Florida 34135
accounting/CPA firm website: bergelinmurphy.com
Frank Murphy is an attorney and a CPA in Florida. He is Board Certified by the Florida Bar in Wills, Trusts and Estates. He has over 25 years experience in Estate Planning and in tax matters. He practices extensively in Estate Planning, Estate Settlements and other tax planning areas; Probate litigation and Civil Litigation of estate issues; Corporate Law; and Real Estate.
He is the author of two booklets entitled Estate Planning Strategies and Lawsuits. He is the author of numerous issue papers on specific estate planning topics.
He is a Member Florida Bar, Real Property, Probate and Trust Law, and Qualified to Practice as a C.P.A. in Florida.
He attended Stetson University College of Law, Cum Laude, Graduated Cum Laude at Stetson Law School, Law Review, Editor Law Review, State and Federal Moot Court, Quarter Final Federal Moot Court, Am.Jur. Book Award, Graduated 2nd in Class, voted most likely to succeed.
Serving Bonita Springs, Estero, Naples, Fort Myers, and the West coast of Florida, from Orlando-Tampa south to Naples-Marco Island. Appointments can be arranged at a location near you. For Naples, Fort Myers, and Bonita Springs appointments are at the Bonita Springs office address below. Appointments convenient to other locations can be arranged.
Sorry, no walk-ins; client meetings by appointment only.
NOTICE: To ensure compliance with requirements imposed by the IRS, please be informed that any tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Neither this document or email nor attachments (if any) to this email are intended to be used as a basis for any client undertaking any transaction or matter addressed herein, unless the client first seeks advice based on the taxpayer’s articular circumstances from an independent tax advisor.