"Sophisticated Legal Services and State-of-the-Art Technology to Preserve Wealth, Protect Assets, and Leave a Lasting Legacy"
 



 

1185 IMMOKALEE ROAD   
SUITE 110   
NAPLES, FL  34110   
PHONE: 239-254-0706   
FAX: 239-254-0709

 
CLIENT MEMOS...

The following client memos are available from Cox & Nici. All memos are in Adobe PDF format and require the free Adobe Acrobat Reader to view. Most computers have the reader installed but if you need to install the reader, it can be downloaded FREE here.

 

Select up to three documents below and fill in the appropriate contact information. Then press the SUBMIT button. We will respond to you by e-mail with links to the documents you requested.

Administration of Irrevocable Insurance Trusts Land Trusts
About the Adobe Portable Document Format LLC Hybrid
Appointment of Fiduciaries Operation and Management of Private Family
     Foundations (PFF)
Asset Protection Planning Organ and Tissue Donation in Florida
Buy-Sell Agreements Checklist Private Family Foundations (PFF)
Buy-Sell Agreements Premarital Agreements-Importance of Full
     Financial Disclosure & Fair/Mutual Representation
Charitable Lead Trusts (CLT) Premarital Agreements - General
Cost Segregation Qualified Personal Residence Trusts (QPRT)
Charitable Remainder Annuity Trusts (CRAT) Relocating to Florida
Creditor Protected Inheritance Revocable "Living" Trusts
Charitable Remainder Trusts - Tax Traps and
     Difficult Assets		 Role of Attorney for the Personal Representative
  & Trustee in Florida Estate and Trust Administration
Charitable Remainder Unitrusts (CRUT) Spousal Estate Reduction Trusts (ERT)
Checklist for Establishing Florida Domicile The Importance of Estate Planning
EINs and Your Single Member LLC The Role of the Personal Representative in
     Florida Estate Administration
Effect of Elective Share Rights on Your Estate
     Plan		 Transferring Property to Living Trusts
Grantor Retained Annuity Trust (GRAT) United States Estate Tax Return (IRS Form 706)
Generation Skipping Trusts (GSTS) Wage Account Client Memorandum
Irrevocable Life Insurance Trusts (ILIT)  
   

* = Required Field

Name *
E-Mail *
Phone*
Comments/ Question

 

 

home | mission statement | areas of practice | attorneys | staff | newsletter | media
 florida domicile | events | questionnaires | testimonials | legal info/links | contact us

The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide,
ask us to send you free written  information about our qualifications and experience. Rule 4-7.2(d)

© Copyright 2007-2009  Cox & Nici - All Rights Reserved          Site Design & Hosting by BCS Webs