Practice Areas

Florida Legal Services in Estate Planning • Probate and Trust Administration
Tax Planning and Audit Representation • Real Estate

With over 25 years of experience in estate planning and tax law, Boca Raton estate planning attorney Stephen G. Melcer helps clients make the most of their financial resources and avoid financial problems. Contact the Law Offices of Stephen G. Melcer to schedule a consultation regarding your tax or estate planning needs or the purchase or sale of a property.

A Florida Certified Specialist in Wills, Trusts, and Estate Planning

Estate planning ensures that your property will go to the people you want in the manner and at the time you want. It can save both you and your heirs a larger tax bill, and can save your beneficiaries court costs and attorneys' fees. An up-to-date estate plan frees them of the burden of red tape and financial confusion when they are grieving.

All estate plans should include, at minimum, a durable power of attorney and a will. A durable power of attorney will allow someone to manage your property during your life, should you ever be unable to do so yourself. A will manages and distributes your property after death. Many people also want to give medical directives. This can include preparing a health care proxy, a durable power of attorney for health care decision making, a living will, and medical instructions.

People with significant assets often choose to create trusts, particularly revocable trusts (also called "living trusts”) to avoid probate and manage their estates. Learn more about different types of trusts and current estate planning information by visiting our Estate Planning Articles page. Contact Boca Raton estate planning attorney Stephen G. Melcer to begin your plan today.

Experienced Florida Probate and Trust Administration

Probate and trust administration put your estate plan into operation. At the Law Offices of Stephen G. Melcer, we assist executors, fiduciaries, and beneficiaries in all Florida probate courts. We file pleadings with probate court to admit a will into probate, prepare and file all documents required under Florida law, and prepare income tax returns for the estate as well as estate tax returns.

With trust administration, many of the same issues require attention. As a Florida probate lawyer, Mr. Melcer counsels fiduciaries and surviving family members to help them make sound legal and financial decisions during stressful times. We recommend actions to help fiduciaries operate the trust in compliance with the law while avoiding personal liability.

Protect Your Assets with Tax Planning and Resolve Tax Problems

At the Law Offices of Stephen G. Melcer, we provide sophisticated tax planning services and legal representation for clients involved in financial controversies. Contact Florida tax planning lawyer Stephen Melcer for help with:

• Income tax or estate tax audits and tax collection matters with IRS auditors, appeals boards, and the United States Tax Court. We have extensive experience representing taxpayers in adversary proceedings at both the audit level and in litigation with local, state, and federal taxing authorities.
• Proactively structuring personal and business transactions for the most advantageous tax results, avoiding as much gift and estate tax as possible.
• Preparation of tax documents, including gift tax (IRS Form 709), estate tax (IRS Form 706), fiduciary income tax (IRS Form 1041), and charitable trust information returns (IRS Form 5227) in accordance with IRS regulations.

Promoting Value in Florida Real Estate Transactions

At the Law Offices of Stephen G. Melcer, we assist our clients with every detail of the purchase or sale of a residential or commercial property in Florida. We take particular pride in helping our clients find the best mortgage rates available. We provide legal services for title examination, closings, and other real estate-related activities, including foreclosure. Contact our law office when you are seeking a Boca Raton real estate attorney.

Boca Raton, Florida, estate planning, tax, and probate attorney Stephen G. Melcer represents
U.S. and international clients in Florida communities such as Boca Raton, Fort Lauderdale, Palm Beach, Del Ray Beach, Pompano Beach, and Boynton Beach in Broward County and Palm Beach County.

Law Offices of Stephen G. Melcer

7100 West Camino Real
Suite 121
Boca Raton, FL 33433
Telephone: (561) 392-5606 • Fax: (561) 392-5533
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