Client Resources

Minimize Capital Gains Tax of Estates, Trusts, and Beneficiaries
by Nicholas E. Christin and William A. Snyder, attorneys (article published April 2014 in Estate Planning Magazine)

2013 Estate Planning for Digital Assets

Preserving the Legacy of a Family-Owned Business
by Tim Bachmeyer, Ph.D. and William A. Snyder, J.D., LL.M. (published 1995, revised 2012)

A hypothetical case study of a family-owned business as together they negotiate the challenges of business succession, estate planning, and charitable giving. The Baker spouses wish to keep the business in the family, but find all three adult children wanting as qualified succession candidates. Their attorney recommends a family retreat guided by himself and a family communications consultant to sort out the issues. Written in lively dialogue form, the Bakers face the challenge of making their dreams come to fruition while addressing issues never discussed in the past, including the oldest son's alienation, the daughter's shaky marriage, and the youngest son's seeming inadequacy to manage a $6 million business. The retreat reveals some surprisingly positive turns in family relationships, as the Bakers discuss in turn which of the most prevalent vehicles available today for the family business will help them achieve a successful succession and retirement plan.

Income Taxation of Trusts & Estates
As presented at Heckerling Institute on Estate Planning - January 2011

Florida Highway Safety & Motor Vehicles Emergency Contact Information - This link will take you to the Florida Department of Highway Safety and Motor Vehicles website.  Please click on the "ECI" logo to take you to the registration page to register two people who can be contacted by the police or other first responders in the event of a medical emergency or accident.

Step-by-Step Guide to the Probate Process
The filing of a probate proceeding without the assistance of an attorney is prohibited by Florida law. These files are provided for your reference only. Please contact our office for further information and assistance.

Selecting the Best Estate Planning Strategies

Client Forms

Estate Planning Outline

First Visit Checklist

Planning Sheet - Single

Planning Sheet - Married

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7931 Orange Drive, Davie, FL 33328
| Phone: 954-475-1139
2701 N.W. 2nd Avenue, Suite 118, Boca Raton, FL 33231
| Phone: 954-475-1139 Ext 213

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Located in Davie, Florida Snyder & Snyder P.A. have been serving all of South Florida including but not limited to Miami-Dade County, Broward County, and Palm Beach County residents with their estate planning, special needs planning, probate, and business planning needs. Snyder & Snyder have also assisted with captive insurance needs nationwide.