Florida Bar Board Certified Wills, Trusts and Estates Attorney
Guy is Board Certified by The Florida Bar in Wills, Trusts and Estates. His practice focuses on estate planning, probate, trust administration and real estate law. He previously served as the firm’s President and Managing Director.
Guy works with clients to develop wealth transfer strategies. He establishes trusts and prepares wills to protect and preserve assets, minimize taxes and avoid probate. Guy resolves clients’ complex legal and tax issues and prepares federal estate tax returns and fiduciary accountings.
Representative Experience
- Representation of individuals in design of wealth transfer plans, including lifetime and testamentary transfers
- Representation of individuals in the formation and reorganization of family businesses (corporate, partnership, and limited liability company) to achieve family wealth transfer objectives
- Representation of individuals in the design of trusts benefiting family members
- Representation of executors and trustees in disputes with the Internal Revenue Service relating to estate, gift, and generation-skipping taxation
- Advise individual clients on transfer tax reduction, probate avoidance, post-mortem planning with disclaimers and elections and suits to construe or modify wills and trusts
Education
- J.D., cum laude, University of Florida
- Master of Laws in Estate Planning, University of Miami
- B.A., University of Florida
Bar Admissions
- Admitted to The Florida Bar: November 13, 1970
Honors & Accolades
- A Fellow of the American College of Trust and Estate Counsel
- AV Preeminent® Peer Review Rating, Martindale-Hubbell
- Listed in The Best Lawyers in America for Trusts & Estates, 2007-2024
- Named by Best Lawyers® as Trusts and Estates “Lawyer of the Year” in Fort Myers Metro Area, 2016, 2021, 2024
- Named to the list of Super Lawyers in Florida Super Lawyers Magazine, 2007-2023
- Named to the list of Florida’s Legal Elite in Florida Trend Magazine, 2004-2023
- Inducted into Florida’s Legal Elite Hall of Fame, 2013
- Named Best Lawyer of Charlotte County by readers of the Charlotte Sun Newspaper, 2005-2010, 2015
Memberships
- Member, The Florida Bar
- Member, American Bar Association
- Member and Past President, Charlotte County Bar Association
- Admitted to practice: U.S. Supreme Court, U.S. District Court, U.S. District Court for the Middle District of Florida, U.S. Court of Claims and U.S. Tax Court
- Fellow, American College of Trust and Estate Counsel
- Member, The Florida Bar Real Property, Probate and Trust Law Section:
- Member, Executive Council; Co-Vice Chair, Membership & Diversity Committee, Former Chair, Estate & Trust Tax Planning Committee; Member, Probate Law & Procedure Committee; Member, Professionalism & Ethics Committee
Community Involvement
- Trustee Emeritus, Southwest Florida Community Foundation
- Trustee, Visual Arts Center
- Active Member, Port Charlotte United Methodist Church (various positions)
Personal
- Enjoys time with family and running
- Former assistant professor University of Florida College of Law
- Honorably discharged First Lieutenant, U.S. Army, June 1975