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Estate Planners in Florida

Estate Planners in West Palm Beach, FL

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Here is a complete directory of nearly every available Estate Planners in West Palm Beach, FL.

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15 results found

Carolyn Dicrisci West Palm Beach, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Army Lieutenant Colonel • Speaker • Spokesperson • Representative • Financial Manager • Operations Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Principle at LTC Insurance Planners, Long Term Care Specialist at Ltc Insurance Planners
Location:
West Palm Beach, Florida Area
Industry:
Insurance
Work history:
LTC Insurance Planners Principlesince Aug 1995Ltc Insurance Planners Long Term Care Specialistsince Aug 1995
Skills:
Long Term Care Insurance / Fixed Indexed Annuities & Life Insurance
Full Profile

Daniel Erasmus West Palm Beach, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Non-Executive Director • Chairperson • Chief Executive Officer • Founder • Management Analysts • Chief Executive • Corporate Executive • Founding Member • Presenter • Editor • Author • Law Specialist • Lawyer • Lecturer • Postsecondary Teacher • Financial Manager • Doctor of Philosophy • Consumer Goods Professional • Commodities Clerk • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Adj Professor at Thomas Jefferson School of Law, Non-Executive director at Starlight Laboratories...
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Thomas Jefferson School of Law Adj Professorsince Sep 2009Starlight Laboratories (Pty) Ltd Non-Executive directorsince Jan 2007
Skills:
Restructuring Businesses Internationally to improve profitability AND International Tax Controversy ...
Estate Planner Legal Network
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Joshua Fleming West Palm Beach, FL

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Member at Fleming & Fleming, PLLC
Title:
Member, Fleming & Fleming
Location:
West Palm Beach, Florida Area
Industry:
Legal Services
Work history:
Fleming & Fleming, PLLC Membersince 2004
Estate Planner Legal Network
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Michael Gort West Palm Beach, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Of Counsel • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyer • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Client Service Officer • Director • Chief Executive • Corporate Executive • Operations Manager • Financial Manager • Coordinator • Leader • Advisor • Managers • Software Tester • Computer Software Professional • Computer Specialist • Software Developers • Juris Doctor • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Of Counsel at Meyer Law Firm
Title:
Litigation Attorney at Meyer Law Firm
Location:
West Palm Beach, Florida Area
Industry:
Legal Services
Work history:
Meyer Law Firm - Jupiter, FLOf Counselsince Jul 2010Gort Law Firm AttorneyNov 2009 - Apr 2011
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Dan Bensimon West Palm Beach, FL

Professions & Specialties

Law Specialist • Lawyer • Project Manager • Chairperson • Project Managers • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager • Tax Accountant

Experience & Education

Position:
International Tax/Estate Planning Attorney at Dorot & Bensimon PL, President...
Title:
International Tax/Estate Planning Attorney at Dorot & Bensimon PL
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Dorot & Bensimon PL - Boca Raton/AventuraInternational Tax/Estate Planning Attorneysince Feb 2012Mira Clothes LLC President (www.miraclothes.com)since Jan 2008
Skills:
Estate Planning
Estate Planner Legal Network
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Tom Crpc West Palm Beach, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Vice President • Board Member • Chief Administrative Officer • Director • Financial Manager • Management Team Executive • Operations Manager • Master of Science • Nurse • Nurse Practitioner

Experience & Education

Position:
Vice President - Investments at Morgan Stanley Smith Barney
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Vice President - Investmentssince Aug 2010Sifel Nicolaus Vice President InvestmentsApr 2009 - Aug 2010
estate planner and attorney
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Craig Donoff West Palm Beach, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyer • Financial Manager • Special Education Professors

Experience & Education

Position:
Owner at Law Offices of Craig Donoff
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Law Offices of Craig Donoff Ownersince Jan 1982
Skills:
Powers of Attorney, Living Wills, Living Trusts, Special Needs Planning, Conservatorships, Estate...
Full Profile

Dean Feria West Palm Beach, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Senior Manager • Operations Manager • Manager • Financial Director • Financial Officer • Financial Manager • Financial Analyst • Appraiser • Estimator • Master of Business Administration • Bachelor of Business Administration • Business Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Director-Valuation Services at WTAS LLC
Title:
Managing Director-Valuation Services
Location:
West Palm Beach, Florida Area
Industry:
Accounting
Work history:
WTAS LLC Managing Director-Valuation Servicessince Feb 2006Deloitte Senior ManagerFeb 2002 - Jan 2006
Skills:
Business Valuation, M&A Consulting, Financial Modeling, Intangible Assets, Distressed Assets,...
Languages:
English, Spanish, Portuguese
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Accredited Senior Appraiser (ASA), American Society of Appraisers
Full Profile

Ido Stern West Palm Beach, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyer • School Principal • School Administrator • Educational Manager • Financial Manager • Real Estate Sales Agent • Real Estate Manager

Experience & Education

Position:
Partner at Stern Zwelling, LLC
Title:
Estate Planning, Probate and Trust Law
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Stern Zwelling, LLC - Boca Raton, FloridaPartnersince Jan 2012Law office of Ido Stern - West Palm Beach, Florida AreaPrincipalJan 2008 - Jan 2012
Estate Planner Legal Network
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Jordan Wiegele West Palm Beach, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Clerk • Law Specialist • Summer Associate • Judicial Law Clerk • Lawyer • Paralegal • Financial Manager • Chief Executive

Experience & Education

Position:
Law clerk at U.S. Bankruptcy Court, Southern District of Florida
Location:
West Palm Beach, Florida
Industry:
Law Practice
Work history:
U.S. Bankruptcy Court, Southern District of Florida - West Palm Beach, Florida AreaLaw clerksince Sep 2011Rogers Townsend & Thomas, PC Summer Law ClerkMay 2010 - Aug 2010
Certifications:
Bar Admissions: Georgia, Florida
Estate Planner Legal Network
Full Profile

Michael Kohner West Palm Beach, FL

Professions & Specialties

Certified Financial Planner • Estate Planner • Puchasing and Estimating Manager • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Advisor • Philanthrope • Non-Profit • Accounting Bookkeeper • Bookkeeper • Financial Analyst

Experience & Education

Position:
Managing Director at WTAS
Location:
West Palm Beach, Florida Area
Industry:
Accounting
Work history:
WTAS Managing Directorsince Jul 2002Arthur Andersen Tax PartnerJan 1993 - Jun 2002
Certifications:
Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)
Full Profile

Benjamin Shenkman West Palm Beach, FL

Professions & Specialties

Owner • Chief Executive • Project Managers • Project Manager • Law Specialist • Lawyer

Experience & Education

Position:
Owner at Gonzalez & Shenkman, P.L.
Title:
Owner and Attorney, Gonzalez & Shenkman, P.L.
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Gonzalez & Shenkman, P.L. - Wellington, FloridaOwnersince Jun 2008
Skills:
Wills, Trusts, Estate Administration, Estate Tax Planning, Prenuptial Agreements, Estate Planning,...
Estate Planner Legal Network
Full Profile

Eric Light West Palm Beach, FL

Professions & Specialties

School Principal • School Administrator • Educational Manager • Law Specialist • Lawyer • Financial Manager

Experience & Education

Position:
Principal Attorney at Eric H. Light, P.A.
Title:
Attorney: Eric H. Light, P.A.
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Eric H. Light, P.A. - Boca Raton, FLPrincipal Attorneysince 2010
Estate Planner Legal Network
Full Profile

Elizabeth Nam West Palm Beach, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Financial Manager

Experience & Education

Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Skills:
Retirement Planning, Asset Protection, High Net Worth Individuals, Estate Planning, Probate,...
Certifications:
Accredited Estate Planner, National Association of Estate Planners & Councils
Full Profile

Alfred Morici West Palm Beach, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Law Clerk • District Court Judge • Judge • Lawyer • Judicial Law Clerk • Chairperson • Director • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Office:
Alfred G. Morici
1764 North Congress Avenue, Suite 205, West Palm Beach, FL 33409
Phone:
(561) 471-2551 (Phone), (561) 355-0883 (Fax)
Specialties:
Wills, Estate Planning
ISLN:
902368970
Admitted:
1971, Florida, 1975, California
Biography:
Tax Law Specialist, National Office, Internal Revenue Service, 1970-1972. Law Clerk to: Hon. Emmett ...
Full Profile

Estate Planners near West Palm Beach, FL0246810Boca RatonFort LauderdaleJupiterPompano BeachBoynton BeachDelray Beach


Estate Planners around West Palm Beach, FL

Boca Raton  (9)
Delray Beach  (1)
Jupiter  (2)

Estate Planners in Florida

Sub-specializations

Estate Planner  (15)