Estate Planning Attorney Bal Harbour | Living Trusts & Wills | Florida Wills & Trusts

Estate Planning for Bal Harbour's Most Discerning Residents

In one of America's most exclusive municipalities—where Bal Harbour Shops meets pristine oceanfront—residents expect nothing less than exceptional in every aspect of their lives, including their estate planning.

47+ Years Experience

11,000+ Families Served

35 Minutes Away

Private Consultation

2000 Glades Road, Suite 302
Boca Raton, FL 33431

(561) 990-9897

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Wealth Preservation for Bal Harbour Families

Bal Harbour Village occupies barely half a square mile along the Atlantic, yet within these exclusive boundaries live some of Florida's most accomplished families. Residents here have built substantial wealth through business, investment, or professional achievement—and they understand the importance of protecting that legacy for future generations.

The village's intimate scale belies the complexity of its residents' estates. Multi-million dollar oceanfront residences, significant investment portfolios, business interests, art collections, and family dynamics all require sophisticated planning that goes beyond basic wills and trusts.

Many Bal Harbour residents appreciate meeting at our Boca Raton office—away from the social circles of the village, offering privacy for sensitive family discussions.

We provide the thoughtful, personalized attention that Bal Harbour families expect. Our Board Certified expertise encompasses living trusts that avoid public probate proceedings, asset protection strategies for business owners and professionals, multi-generational wealth transfer planning, and coordination with your existing financial and legal advisors.

With over four decades serving South Florida's most successful families, we bring discretion, expertise, and genuine care to every client relationship.

"Highly recommend. Alisa Lebensohn is wonderful, she is truly a game changer! I want you to know—she is the one!"

— Nathalie N.H.

Trusted by Discerning Families

Board Certified by Florida Bar
High-net-worth expertise
Complete discretion
Licensed FL & NY
Transparent flat-fee pricing

Serving Bal Harbour's Premier Addresses

From oceanfront towers to the village's most exclusive condominiums, we understand the unique considerations of each property.

The St. Regis Bal Harbour

The ultimate in branded residences. St. Regis owners expect exceptional service—including estate planning that protects their significant investment and family legacy.

Ultra-Luxury

One Bal Harbour

The Ritz-Carlton-branded tower represents one of Bal Harbour's most prestigious addresses. We help residents structure ownership for seamless generational transfer.

Ritz-Carlton

Oceana Bal Harbour

Sculpted luxury on the ocean. Oceana's distinctive architecture houses residences that demand equally sophisticated estate planning solutions.

Oceanfront

Bal Harbour 101

A village landmark with direct beach access. Long-time residents and newer owners alike trust us to protect their piece of Bal Harbour history.

Village Classic

The Kenilworth

Classic Bal Harbour elegance. We help Kenilworth families with estate plans that reflect their refined approach to preserving family wealth.

Established Luxury

Harbour House

Boutique luxury in the heart of the village. Our personalized approach matches the intimate scale that Harbour House residents appreciate.

Boutique Tower

Why Bal Harbour Families Choose Us

Exceptional estates require exceptional planning.

Board Certified

Florida Bar certification in Wills, Trusts & Estates—expertise that matches your estate's complexity.

Family-First Approach

We understand family dynamics and craft plans that preserve relationships alongside wealth.

Complete Discretion

Your affairs remain private. We understand the importance of confidentiality for prominent families.

Dedicated Attention

No rushed meetings. We take the time to understand your family and craft a thoughtful plan.

Questions from Bal Harbour Residents

Common questions from families in our most exclusive community.

We frequently coordinate with clients' existing professional teams—CPAs, financial advisors, and out-of-state counsel. Estate planning is most effective when integrated with your overall financial strategy. We're happy to participate in joint meetings and ensure all professionals are aligned on your goals.

Collections of art, jewelry, and other tangible personal property require specific attention in estate planning. We address proper valuation documentation, insurance considerations, specific bequests to family members or institutions, and potential charitable strategies for appreciated collections. These items often carry emotional significance beyond their value, and your plan should reflect that.

Absolutely. One of the primary advantages of a living trust over a will is privacy. A will goes through probate, becoming a public record that anyone can access. A properly funded living trust passes outside probate—keeping your assets, beneficiaries, and distributions entirely private.

Blended families require especially thoughtful planning to ensure all family members are provided for appropriately while honoring your wishes. We help structure trusts that provide for a surviving spouse while ultimately passing assets to children from prior relationships, address disparate needs among beneficiaries, and minimize potential for family conflict.

Preserve Your Family's Legacy

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.