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Craig R. Hersch

Florida Bar Board Certified Wills, Trusts & Estates Attorney, CPA

 
Craig R. Hersch

Craig R. Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney and holds his Florida CPA license. Craig is a partner at Sheppard, Brett, Stewart, Hersch, Kinsey & Hill and has created several trademarked processes tied to his estate planning and administration practice, including The Family Estate & Legacy Program™ and The Estate Settlement Program™. He is the author of four books, The Florida Residency & Estate Planning Guide, Selecting Your Trustee, Common Cents Estate Planning and Legal Matters When a Loved One Dies. His work has appeared in several professional journals, including The Practical Tax Lawyer, Trusts & Estates Magazine, and The Florida Bar Journal. Craig also writes a weekly estate planning column that is published in Sanibel’s Island Sun newspaper and on his firm’s blog at www.sbshlaw.com/blog.

Craig is a multiple graduate of the University of Florida with accounting and law degrees and has provided his expertise as a continuing education lecturer for The Florida Bar and the Florida Institute of Certified Public Accountants. Craig holds an AV Martindale Hubbell rating, the highest attainable by the independent national attorney rating service, has been selected as a Worth 100 Top Attorney and has been named to the Super Lawyers list every year from 2009-2018, a highly-esteemed recognition given to no more than five percent of attorneys in Florida.

During his free time, Craig enjoys competing in triathlons, having finished an Ironman distance race and seven half-Ironman races over the last five years. Craig is married to his wife, Patti, and they have three daughters, Gabrielle, a Graduate Student at Brandeis University near Boston, Courtney, a junior at the University of Florida, and Madison, a senior in Fort Myers High School’s International Baccalaureate program.

To stay up-to-date on the latest news in estate planning, you can follow Craig on Twitter at @FLTrustLaw.

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About Us

Originally founded in 1924, our experienced attorneys have provided personalized advice and legal services in the fields of estate planning, probate and trust administration and asset protection strategies.

We approach our clients’ needs from a unique perspective, actively listening, to assist our clients in accomplishing their goals. Our firm utilizes the most advanced research, analysis and technology available.

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Estate & Trust Guy@FLTrustLaw·
15 Jan

In this week's Will Power, Craig Hersch explains how now is a perfect time to speak with our Bar Board Certified Estate Planning attorneys to discuss how President-Elect Joe Biden's plans can affect estate and gift taxes. http://ow.ly/Fxc250D9A4n

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Estate & Trust Guy@FLTrustLaw·
15 Jan

Reply on Twitter 1350065806072279041Retweet on Twitter 1350065806072279041Like on Twitter 1350065806072279041
Estate & Trust Guy@FLTrustLaw·
8 Jan

In this week's Will Power article, Florida Bar Board Certified Wills, Trusts & Estates Attorney Craig R. Hersch discusses some of the reasons a Board Certified Estate Planning Specialist, can provide greater knowledge and service, than online competitors.
http://ow.ly/1SNi50D3xiC

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Retweet on TwitterEstate & Trust Guy Retweeted
The Freedom Practice@4freedomlaw·
7 Jan

In this week’s Freedom Practice Podcast, we discuss what makes us different from other coaching groups, what type of estate planning firms should join our team of professionals, and what they will get out of being part of the Freedom Practice. http://ow.ly/QwsE50D2x6J

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Estate & Trust Guy@FLTrustLaw·
6 Jan

Almost five years since the passing of music legend, Prince, and the family is still battling over his estate. This unfortunate case is a prime example of why anyone with any amount of wealth needs to have an estate plan. http://ow.ly/UHMm50CZsgY

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© 2021 Family Legacy Media LLC
  • Explore
    • Up-to-Date
      • I’ve relocated to Florida
      • It’s been a while since my last update and my family and/or financials may have changed
      • I’m concerned about maintaining my estate plan for the future
    • Tax Efficient
      • I have large IRA or 401(k)s
      • I’m concerned about the estate tax
      • I may have large unrealized capital gains
      • I’m not sure how to escape my former state’s taxing authority
    • Family Harmony
      • I need to consider who has authority in my documents
      • I have a blended family
      • I don’t want to deprive my beneficiaries of drive and ambition
    • Asset Alignment
      • I’m not sure my assets are properly titled into trust
      • I’m not sure my beneficiary designations line up with my plan
    • Protection
      • I want to ensure my plan is protected for and from myself
      • I want to protect inheritances for my spouse or children
      • I want to protect the inheritance for my grandchildren
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