Thank you,?Collier County Bar Association,?for featuring WGA Firm Partner Lisa Goddy in the October edition of CCBA Adverse Witness. Lisa shares valuable insights into Special Needs Trusts. She shares a real-life scenario and breaks down the fundamentals of how these trusts work, highlighting the differences between various types. Click here to read the full article on Page 44-45: https://lnkd.in/eMT57Ezw
Wollman, Gehrke & Associates, P.A.
律师事务所
Naples，Florida 46 位关注者
Where today's plans... Become tomorrow's legacy.
关于我们
For over 28 years, Wollman, Gehrke & Associates. has served the Southwest Florida community. Our philosophy is to provide the quality and sophistication of a large firm with the friendly, individualized care of a smaller, more intimate firm. Contact our firm today for the personal, high-quality legal counsel you need and deserve when planning for the future.
- 网站
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https://www.probate-florida.com
Wollman, Gehrke & Associates, P.A.的外部链接
- 所属行业
- 律师事务所
- 规模
- 11-50 人
- 总部
- Naples，Florida
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Estate Planning、Probate & Trust Administration、Wealth Management 、Estate Tax Law、Real Estate Law、Guardianship、Elder Law、Financial Planning Advisory Services、Art Law和Philanthropy
地点
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主要
获取路线
2235 Venetian Ct
#5
US，Florida，Naples，34109
Wollman, Gehrke & Associates, P.A.员工
动态
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Thank you, Pam Fultz, MS, APR for inviting Edward Wollman on the Straight Talk with Vi Podcast! In this episode, Pam and Ed discuss the importance of building an aligned “Trust Dream Team” that works closely together to design and manage your estate plan.
We are thrilled to share our 14th episode of Senior Living Straight Talk with Vi! On this podcast, we speak with industry experts about some of the most frequently discussed topics on the minds of seniors today. I invite you to listen to our September segment, featuring Edward Wollman, Estate Planning Attorney - Board Certified in Wills, Trusts & Estates by The Florida Bar. He discusses the need for proper estate planning, specifically having a Trust Dream Team in place. Please share this podcast with anyone who would find this information of value! #estateplanning #viliving #seniorliving Theresa L. Ellen Klesta Rose Sgarlato Vivian A. Arias Joe Chambers Bradley Wollman
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It was our pleasure having you on our team this summer, Payton Stanecki!
?? Wrapping Up an Incredible Summer Internship! ?? I am thrilled to announce the completion of my summer internship at Wollman, Gerkhe & Associates, an esteemed estate planning and administration law firm. During my time as a Legal Assistant, I had the incredible opportunity to dive into the world of law and gain hands-on experience. Throughout the internship, I: Attended client meetings, where I learned the importance of effective communication and empathy in legal practice. Prepared drafting instructions, which helped sharpen my attention to detail and understanding of legal documents. Assisted in the execution of legal documents, giving me a firsthand look at the processes involved in estate planning. I am immensely grateful to the team at Wollman, Gerkhe & Associates for their mentorship and support throughout this journey. This experience has reinforced my passion for the legal field and has provided me with invaluable skills that I will carry forward in my career. Here's to new beginnings and continued growth! ??
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Wollman, Gehrke & Associates, P.A.转发了
Thank you to everyone who joined us for an Avow Night Out at The Axe Lodge! It was an axe-citing evening filled with laughter, friendly competition, and great company. ?? A special thank you to Wollman, Gehrke & Associates, P.A. for underwriting our event! #AxeLodge #AvowCares #AvowNightOut
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Thank you Collier Community Foundation and Cynthia Withorn for all of you do for our community.
More good news! The Women's Foundation of Collier County, a field of interest fund at Collier Community Foundation , provided $290,000 in grants to seven local nonprofits to rehouse and provide wrap-around services for homeless senior women and empower young women and girls through mentoring and scholarships. Kudos as they continue their initiative to address immediate needs and invest in nonprofits that provide critical programs and services for women of all ages! Read more here: https://lnkd.in/ew6Zd_cN
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Ed Wollman was featured in the Collier Community Foundation's Professional Advisors Council Summer Newsletter. He discusses the flexible and impactful use of Donor Advised Funds (DAFs) in estate planning, sharing a powerful testimonial on their benefits. Click here to read the article on Page 3: https://lnkd.in/enpufUtM A heartfelt thank you to the Collier Community Foundation for your dedication to improving our community. Your efforts make a real difference!
Read the latest news from the Collier Community Foundation Professional Advisors Council in the Summer 2024 Newsletter: https://lnkd.in/enpufUtM
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