During this course, we will review common problems encountered when clients gift or devise property to family in shared arrangements, such as life estates, tenancies in common and joint tenancies. It will also discuss other planning alternatives that practitioners should consider to minimize family conflicts arising from shared inheritance of real property.
Porter Wright Morris & Arthur LLP
Attorney at Law
[email protected]
(239) 593-2964
Marve Ann is a partner based in the Naples, Florida office who focuses her practice in estate planning and wealth preservation. She has nearly 20 years of experience in estate and charitable gift planning, probate and trust administration as well as estate and trust litigation and guardianship. Marve Ann focuses on conflict avoidance and cooperative problem solving as foundational elements of an estate plan, as family dynamicscan often complicate an already stressful time. She is a Florida Bar Board Certified Wills, Trusts and Estates lawyer and she has served as a Florida Supreme Court Certified Circuit Civil Mediator. In addition to representing private clients, Marve Ann has also represented local, regional and national charities, nonprofits, and both private and public universities in shepherding their charitable gifts.