South Florida's Premier Estate Planning Attorneys - Trusted By Generations of Floridians℠ - Since 1978

(561) 990-9897
Estate Planning Attorney Highland Beach | Living Trusts & Wills | Florida Wills & Trusts

Estate Planning for Highland Beach Residents

On a narrow barrier island between the Atlantic and the Intracoastal, Highland Beach offers one of South Florida's most exclusive addresses. We provide the sophisticated estate planning your oceanfront lifestyle deserves.

47+ Years Experience
11,000+ Families Served
5 Minutes Away

Private Consultation

2000 Glades Road, Suite 302
Boca Raton, FL 33431

(561) 990-9897
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Estate Planning for Barrier Island Living

Highland Beach is one of South Florida's best-kept secrets: a quiet, upscale community stretching just three miles along A1A, where nearly every residence offers views of either the Atlantic Ocean or the Intracoastal Waterway. This exclusivity comes with significant property values—and those assets deserve sophisticated estate planning.

Whether you own a direct oceanfront unit at Toscana, a penthouse at Bel Lido, a single-family estate on the Intracoastal, or a residence in one of Highland Beach's other prestigious buildings, your property represents a substantial investment. Florida probate can tie up high-value real estate for 6-12 months or longer—time during which your heirs cannot easily sell, refinance, or manage the property.

Highland Beach's population swells seasonally, and many residents maintain homes elsewhere. We help seasonal residents structure their plans to take advantage of Florida's favorable laws while addressing their complete picture.

We provide comprehensive estate planning including living trusts that avoid probate on your Highland Beach property, coordination with your existing financial advisors, planning for art and collectibles, and structures that accommodate seasonal residency.

Our Boca Raton office is just 5 minutes away—west on Glades Road—providing Board Certified expertise in a convenient, discreet location.

"Alisa did an incredible job representing me in my court case. She was knowledgeable, professional, persistent and a force to be reckoned with. She really listened when talking to me."

— Mary S.

Why Highland Beach Trusts Us

  • Board Certified by Florida Bar
  • High-value property expertise
  • Condo association experience
  • Licensed FL & NY
  • 5 minutes from Highland Beach

Serving Highland Beach's Premier Buildings

From oceanfront towers to Intracoastal estates, we understand the unique considerations of each Highland Beach address.

Toscana

Highland Beach's most prestigious address with direct oceanfront living. Toscana residences represent multi-million dollar assets requiring sophisticated trust planning.

Ultra-Luxury

Bel Lido

Oceanfront luxury with exceptional amenities. We help Bel Lido owners structure trusts that work seamlessly with condo association requirements.

Oceanfront

Boca Highland

At Highland Beach's southern tip, bordering Boca Raton. We serve many Boca Highland families with estate plans tailored to their needs.

South Highland

Coronado

Classic Highland Beach oceanfront living. Whether you've owned here for decades or recently purchased, we help protect your investment.

Established

Intracoastal Estates

Single-family homes on the Intracoastal side of A1A. Waterfront estates with dock access require comprehensive planning for property and vessels.

Waterfront Homes

Dalton Place

Boutique oceanfront living with intimate scale. We provide the personalized attention that Dalton Place residents expect in every aspect of their lives.

Boutique

Why Highland Beach Residents Choose Us

Sophisticated planning for South Florida's most discerning residents.

Board Certified

Florida Bar Board Certified expertise—the highest level of specialization in estate planning.

5 Minutes Away

Our Boca Raton office is just west on Glades Road—your closest Board Certified estate planning attorney.

Complete Privacy

Discreet office setting for confidential discussions about family and financial matters.

Transparent Pricing

Flat fees quoted in writing—regardless of property value. No hourly billing surprises.

Questions from Highland Beach Residents

Common questions from our oceanfront neighbors.

Yes, and for high-value properties, probate is particularly costly. Florida probate attorney fees are often based on a percentage of asset value—for a $2 million property, that could mean $50,000 or more in fees alone. A living trust avoids this entirely, allowing your property to transfer immediately and privately to your beneficiaries without court involvement.
Most Highland Beach buildings permit trust ownership, though procedures vary. Some require board approval, others simply need documentation on file. We're familiar with the requirements at many Highland Beach buildings and can help ensure the transfer is handled properly while maintaining all your rights as a unit owner.
We frequently coordinate with clients' existing professional teams. Being licensed in both Florida and New York, we understand the interplay between the two states' laws. We're happy to participate in joint calls or meetings with your other advisors to ensure everyone is aligned on your overall strategy.
Yes, and Highland Beach is an excellent choice for Florida domicile. Florida has no state income tax and favorable estate laws. Establishing domicile involves more than just declaring it—voter registration, driver's license, homestead exemption, and consistent behavior all matter. We help clients understand the requirements and structure their affairs to support their Florida domicile claim.

Protect Your Highland Beach Investment

Your family is dear to us; we are intentional in how we formulate the estate plan which will ultimately provide peace and security to your loved ones. We look forward to working closely with you to create the solution that best serves your needs.

(561) 990-9897
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