June 7, 2022
Orlando partner Regina Rabitaille focuses her practice primarily in the areas of probate, trusts and estates, and transfer tax controversy matters. This includes, without limitation, handling the full gamut of the administration of estates and trusts, preparing gift and estate tax returns, planning for the succession of closely held or family business, drafting sophisticated estate plan documents, asset protection planning and handling, contested tax matters in the transfer tax area, contested matters of will, and trust administration and interpretation.
I enjoy the complexity of estate planning and the opportunity it provides to work closely with families, individuals, and businesses to protect and conserve their assets and ensure such assets are not unnecessarily diminished by taxes, unwanted claims, or waste.
While technical expertise and legal training are extremely important in this sophisticated area, it is equally important to have patience and empathy to assist our clients as they deal with issues and planning which are very personal to them and their families.
My biggest accomplishment is gaining the confidence of my clients to work with them on such important and sensitive matters, often in very difficult times of their lives.
I found the ability to use tax planning and legal drafting to tailor unique and personalized plans for clients to achieve their goals in succession planning to be an extremely rewarding and challenging opportunity. Estates and trusts is a fluid area that fosters strong relationships with clients and provides the ability to work together through constantly evolving times (whether personal or legal). The complexity and novelty of the planning, and benefits it provides to clients and their families, is very rewarding.
The planning is becoming more complex, sophisticated, and personalized and requires a proactive approach, knowledge, and awareness of the various areas affected by estate planning including, without limitation, potential litigation, real estate planning, corporate and partnership tax planning, and life insurance planning.
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