ANCILLARY SERVICES
To provide “one stop shopping” for its estate planning and estate and trust administration clients, Lauer Law, P.A. provides the following ancillary services:
Remote Online Notarization
Beginning January 1, 2020, non-testamentary documents that require notarizations may be performed online by a notary who is specially qualified as a “Remote Online Notary”. Additionally, beginning July 1, 2020, testamentary documents that require notarizations may be performed online by a notary who is specially qualified as a remote online notary. Since Eva Lauer is qualified to perform such notarial acts, clients who are home bound, live out of state for part of the year, or are military personnel can keep their documents current even when they are not in Vero Beach.
Real Estate
Our office provides the following real estate services to our clients:
Commercial and residential real estate contracts
Commercial and residential real estate closings
Escrow services
Tax Preparation
Our attorneys and our trained enrolled agent, Francine Piersol, provides the following tax preparation services to our clients:
U.S. Individual Income Tax Return, Form 1040
U.S. Income Tax Return for Estates and Trusts Form, 1041
U.S. Income Tax Return for an S Corporation, Form 1120-S, and C Corporation, Form 1120
U.S. Return of Partnership Income, Form 1065
U.S. Gift (&Generation-Skipping Transfer) Tax Return, Form 709
U.S. Estate Tax Return, Form 706
Fiduciary Services
Although Lauer Law would be more than happy to work with a family member or a bank or trust company who is serving as the Personal Representative of a client’s Estate or the Trustee of a client’s Trust, the attorneys at Lauer Law will also accept appointment as Personal Representative or Trustee if the client does not have someone qualified or eligible to serve. We will continue to use the client’s trusted investment advisor and will “delegate” investment responsibility. As Trustee, our attorneys will make the difficult decisions regarding discretionary payments and will prepare accounting and tax returns “in house” to minimize the expenses related to the probate or trust administration.
Elder Law
Lauer Law understands the complexities of elder law, particularly as it pertains to Florida residents. We are aware of the difficulties that senior citizens face as they struggle to stay in their homes, afford medical and personal care, and maintain their savings during nursing home stays.
We answer questions and devise strategies for long-term care, property ownership, guardianship, living wills, residents’ rights, nursing home abuse, medicaid qualification and related concerns. Since elder laws is a highly complex legal area where experience counts, we constantly monitors changing requirements and regulations to provide clients with the best possible advice.
Guardianship
When it is no longer possible for a client of ours or loved one of yours to care for himself or herself, a guardianship proceeding may become necessary. Lauer Law can help navigate the guardianship process with the Court to ensure that the guardianship fits the needs of your loved one.
Because of our experience in fiduciary litigation, we also represent Guardians, Wards and family members of Ward or AIPs in contested guardianship matters.
Since Lauer Law has built a reputation for legal excellence in the Vero Beach community, we are frequently appointed by the Court to represent an Alleged Incapacitated Person (AIP) in incapacity proceedings providing further credibility in the eyes of the Guardianship Court.
