Dan P. Heller, a managing partner of Heller Espenkotter, is Board Certified by the Florida Bar in wills, trusts and estates.
How long has the firm been serving South Florida clients? “I have been practicing law in South Florida for more than 33 years. My partners, Alex Espenkotter and Robert S. Beraha, have been practicing with me for 19 and 15 years, respectively.”
How many attorneys work for the firm? “We have three attorneys in the firm, all of whom have advanced Master of Law degrees in Estate Planning. In addition, I am a Fellow of the American College of Trust and Estate Counsel.”
What are the firm’s legal specialties? “We are a boutique firm specializing in estate, business and asset protection planning. Our estate planning services include preparation of Wills, Trusts, Powers of Attorney and related documents, tax reduction strategies, probate, guardianship, and trust administration. Our business practice includes selection and creation of appropriate entities, considering tax consequences, ease or complexity of creation and operation, business succession issues and the relationships between the owners. Asset protection planning involves an assessment of a client’s exposure to potential liabilities and counseling them on how to reduce that exposure.”
What is the best part about practicing law in South Florida? “The diversity of the clients we serve is the best part. The variety of issues we see, as well as the people themselves, keep our practice interesting, challenging and rewarding.”
What sets your firm apart from others? “We combine the experience gained while practicing at several of South Florida’s major law firms with the personal service, special attention and flexibility only a boutique firm can provide.”
Is there a particular case you can mention that exemplifies the firm’s work and success? “Years before the recent recession, I implemented an estate plan for a highly leveraged real estate developer, which included a structure to protect his accumulated assets. When real estate values bottomed out, he found himself with mortgage and other debt in excess of $25 million. They foreclosed on his properties, but were unable to attach any of his other assets. If he had not had engaged in the planning we did for him, he would have lost everything he had, except his homestead.”
What is something people may not know about your firm that you would like them to know? “We are concerned about our community and thankful for the opportunities we have. As such, we support and participate in local and national charitable organizations. Often, our clients want to create their own charitable organizations, which we assist them in doing. I encourage everyone to give something back to his or her community whenever possible.”
Heller Espenkotter, PLLC, 2701 Ponce de Leon Boulevard, Suite 301, Coral Gables; 305-777-3765; hellerlawgroup.com; firstname.lastname@example.org.