Estates & Trusts Attorneys in Naples, Florida

Probate and Trust Litigation

Disputes involving estates and trusts can quickly become emotionally and financially overwhelming. Our firm has extensive experience resolving these conflicts efficiently while preserving family relationships whenever possible. When disputes cannot be resolved through negotiation, we provide strong, strategic representation in court.

Probate & Trust Taxation Issues

Navigating tax issues during probate and trust administration can be complicated. Executors, trustees, and beneficiaries often face questions about income tax returns, estate tax filings, and proper distribution of assets. Our attorneys help ensure compliance with all federal and state tax obligations while maximizing the value of the estate. We work closely with CPAs, fiduciaries, and financial advisors to deliver a coordinated, tax-efficient outcome.

Contested Estates & Trusts

Conflicts can arise over the validity of a will, the interpretation of a trust, or the actions of a fiduciary. We handle cases involving undue influence, lack of capacity, fraudulent transfers, and breach of fiduciary duty. Our goal is to protect your legal rights and uphold the true intent of the decedent. When litigation is necessary, we build compelling cases backed by thorough documentation and expert testimony.

Citations to Discover & Recover Assets

If estate or trust assets have been wrongfully taken or concealed, we can pursue legal remedies through citations to discover and recover assets. These proceedings allow us to locate, recover, and return assets that rightfully belong to an estate or trust. Our firm conducts detailed investigations to uncover hidden property, fraudulent transfers, or misappropriated funds — ensuring the estate’s integrity is fully restored.



At Jostock & Jostock, P.A., we are known for our meticulous approach and commitment to securing just outcomes for our clients in every phase of the probate and trust litigation process.

Tax Planning, Taxation Issues, and Tax Litigation

Taxation plays a vital role in estate planning, trust administration, and business succession. Our attorneys possess in-depth knowledge of federal, state, and local tax laws, enabling us to provide tailored strategies that minimize tax liabilities and maximize financial efficiency.

Closely Held Business Taxation Planning

For business owners, estate and trust issues are often intertwined with business interests. We help closely held business owners develop tax-efficient structures for ownership transfers, buy-sell agreements, and succession plans. Our strategies help minimize estate and gift taxes while ensuring smooth transitions of control and preserving family wealth.



We also assist in structuring partnerships, S corporations, and limited liability companies (LLCs) to achieve the best tax outcomes based on each client’s long-term goals.

Corporate Taxation

Corporate taxation is a constantly changing field that requires proactive legal guidance. Our firm advises corporations on matters including tax compliance, reporting requirements, and strategic planning to minimize liabilities. We assist with mergers, acquisitions, and restructuring, ensuring each transaction aligns with corporate tax regulations and enhances overall efficiency.



Whether your business is expanding, merging, or restructuring, Jostock & Jostock provides the strategic counsel needed to keep your operations compliant and tax-efficient.

Pass-Through Entity Taxation

Many Florida businesses operate as pass-through entities — including S corporations, partnerships, and LLCs — which pass income and deductions directly to owners. Our attorneys help clients understand how these structures impact their personal and business taxes. We develop customized tax strategies to optimize deductions, manage distributions, and ensure full compliance with the latest IRS regulations.



Our firm stays ahead of legislative changes, giving clients peace of mind that their pass-through entities remain properly structured for both short-term operations and long-term succession planning.

Income Taxation Planning & Consulting

We provide comprehensive income tax planning and consulting services for individuals, families, and businesses in Naples. From structuring trusts that minimize income tax exposure to planning charitable contributions and capital gains strategies, our attorneys help clients make informed financial decisions that align with their broader estate plans.



Our approach integrates legal, financial, and tax perspectives to create cohesive solutions that enhance long-term financial stability.

Tax Litigation

When disputes arise with the IRS or Florida Department of Revenue, our experienced attorneys are prepared to represent you. We handle audits, appeals, and litigation involving income tax, estate tax, and gift tax matters.



Our firm’s deep understanding of tax law and procedural rules allows us to advocate effectively for our clients before administrative agencies and in court. We work tirelessly to resolve disputes efficiently while minimizing financial and reputational risks.

Why Choose Jostock & Jostock for Estates & Trusts in Naples, FL?

• Extensive Legal Experience: Our attorneys bring decades of focused experience in estate, trust, and tax law.
  
  
• Personalized Guidance: Every client receives individualized attention and a plan tailored to their unique goals.
  
  
• Integrated Tax Expertise: We understand the intersection between estate law and taxation, providing comprehensive and efficient solutions.
  
  
• Proven Litigation Skills: Our firm successfully handles complex probate and tax disputes with precision and professionalism.
  
  
• Local Knowledge: As a Naples-based law firm, we understand Florida’s legal landscape, courts, and financial community.