Frank P. Murphy, Attorney-CPA is a distinguished legal practice specializing in estate planning, probate, and trust law, uniquely positioned with dual certification as both an attorney and a Certified Public Accountant. This rare combination allows the firm to offer integrated legal and financial guidance, providing clients with comprehensive solutions for managing and transferring wealth.
The firm is led by Frank P. Murphy, who is Board Certified in Wills, Trusts, and Estates, ensuring a high standard of expertise and professionalism. With a focus on high-wealth families and individuals seeking meticulous estate and tax planning, the practice emphasizes strategies like portability and credit shelter trusts to minimize tax burdens and protect assets for future generations.
Services Offered
- Estate Planning
- Planning an Estate
- The 9 Critical Steps in Estate Planning
- Estate Planning Strategies
- Last Will and Testament
- How Trusts Work
- Trust or Will Guidance
- Trust Varieties
- Special Drafting Issues for Trusts or Wills
- Estate Tax Planning
- Portability Strategy
- Credit Shelter Trusts
- Probate and Trust Settlements
- Settling an Estate
- Settling an Estate with a Last Will and Testament (Probate)
- Settling an Estate with a Trust
- Intestate Estate Settlements (No Will or Trust)
- Steps in Probate Process
- Steps in a Trust Settlement
- Probate Special Provisions
- Estate and Trust Litigation
Based in Bonita Springs, Florida, the firm serves clients throughout the region and offers 24/7 availability for urgent matters. Frank P. Murphy is fluent in both legal and financial terminology, making complex estate and tax concepts accessible to clients.
