ESTATE, BUSINESS & TAX NAVIGATION
Wills, Trusts & Estates
"We combine our experience and knowledge in a thoughtful, creative and proficient manner to produce customized products and results in each area of practice."
"As a personal trust company executive for almost 50 years, I know a bit about the technical side of the business. Even more importantly, I have much experience regarding the subjective, personal side of estate planning, including selection of the right fiduciaries and drafting attorney. Based upon that experience, I can recommend without qualification attorney David Payne, of the Payne Law Group in Sarasota, Florida.
My wife and I postponed moving our NY Wills and Trust to Florida for several years after establishing Florida residency, primarily because of the daunting task of finding an attorney with not only sufficient technical knowledge, but also one we could work with, and who charged a reasonable fee. In David Payne we found all of that: someone willing to be interviewed in the selection process (via Zoom due to COVID-19), someone with advanced technical knowledge, the ability and willingness to listen and explain concepts without impatience and ego, and someone who had a strong support team.
During the drafting process, changes were made without resistance and the signing experience seemed like a family gathering, with every effort made to ensure our comfort and understanding of each of the documents we were signing. Of particular note is David’s paralegal, Tarin Jernigan, who mirrors David’s attitude and demeanor.
I cannot recommend David and his firm more emphatically.
Richard Trumpler, TEP"
David Payne & his staff are amazing. Trustworthy, knowledgable, just good people!