Law Office of Mark A. Schaum, P.A. - Boca Raton, FL

Board-Certified Wills, Trusts, and Estates Law in Boca Raton

Planning for the transfer of wealth and protecting your personal legacy requires exceptional legal and financial expertise. To ensure your estate plan is legally sound and tax-efficient, partnering with a board-certified specialist is critical. The Law Office of Mark A. Schaum, P.A., based in Boca Raton, Florida, has been delivering top-tier legal services to South Florida families and businesses since 1990. Led by principal attorney Mark A. Schaum, who is Florida Bar Board Certified in Wills, Trusts, and Estates and is also a licensed Florida Certified Public Accountant (CPA), our boutique firm offers an integrated, highly sophisticated approach to estate planning, probate, tax law, and business formation.

Advanced Estate Planning and Wealth Transfer Strategies

An effective estate plan is much more than a simple document; it is a comprehensive blueprint designed to protect your assets, minimize tax liabilities, and ensure your wishes are executed smoothly. Our firm specializes in designing customized estate planning strategies for individuals and families of all net-worth levels. We specialize in drafting wills, revocable living trusts, irrevocable trusts, and charitable trusts. As a dual attorney and CPA, Mark Schaum provides highly sophisticated guidance on gift taxes, estate taxes, generation-skipping transfer taxes, and other complex tax-planning mechanisms, helping you preserve your wealth for future generations.

Professional Probate and Trust Administration Services

When a loved one passes away, the legal process of settling their estate through probate court or administering their trust can feel overwhelming during a time of grief. Our legal team provides step-by-step guidance to personal representatives, executors, and trustees throughout Florida. We assist with both summary and formal probate administrations, ensuring assets are properly inventoried, debts are settled, and distributions are executed in full compliance with Florida law. Should a dispute arise among beneficiaries or heirs, our firm provides skilled, objective counsel to resolve conflicts efficiently and protect the integrity of the decedent's wishes.

Strategic Business Formation and Corporate Planning

For entrepreneurs and small business owners in Boca Raton, choosing the right corporate structure is vital to protecting personal assets and ensuring long-term operational success. Our firm assists business owners with business formation and planning, including corporations, limited liability companies (LLCs), and partnerships. We help you draft comprehensive operating agreements, shareholder agreements, and partnership contracts that mitigate risk and facilitate a smooth business succession. By integrating business formation with personal estate planning, we ensure your commercial assets are protected during your lifetime and transition smoothly to your heirs.

Dual Expertise: The Attorney-CPA Advantage

What sets the Law Office of Mark A. Schaum, P.A. apart from other local practices is the rare combination of board-certified legal specialisation and advanced accounting expertise. Having graduated from the University of Miami School of Law in 1985 and worked as a CPA for decades, Mark Schaum possesses a deep understanding of tax codes and financial audits that general estate planning attorneys often lack. We provide personalized attention and highly technical guidance, helping you make informed decisions that protect your family's future. Contact our Boca Raton office today to find a board-certified estate planning attorney and secure the future of your legacy.