Kenneth B. Wheeler Wealth Legacy Attorneys is a boutique law firm specializing in WealthCare Law, offering integrated legal solutions in tax, estate planning, elder law, and asset preservation. With over 30 years of experience, the firm stands out for its holistic, big-picture approach to protecting family legacies and wealth across generations.
The firm takes a comprehensive view of each client’s “family system,” ensuring that every legal strategy aligns with long-term goals and minimizes unintended consequences. It serves individuals, families, and small business owners, particularly those with complex estates, blended families, or concerns about long-term care and tax efficiency. Founder Kenneth B. Wheeler brings unique insight from his background as a naval aviator and his advanced legal education in tax law.
Services Offered
- Tax law and litigation
- Estate planning
- Elder law
- Wills and trusts planning
- Planning for minor children
- Powers of attorney
- Health care directives
- Incapacity and Medicaid planning
- Long-term health care planning
- Guardianship avoidance planning
- Business succession planning
- Small business structuring
- Administrative appeals
- Litigation in United States Tax Court
- Revocable, irrevocable, and special needs trusts
- Advanced family wealth transfer
- Preservation of assets planning
- Blended family planning
- Probate and trust administration
The firm is based in Winter Park, FL, and serves clients with a focus on personalized, family-centered legal strategies. Kenneth B. Wheeler holds a JD and an LL.M in Tax Law from the University of Florida, enhancing the firm’s expertise in complex wealth management and tax-related matters.
