Business Details
18 Years
experience
Trusted Estate Planning Services in Port Charlotte
The law firm of Arlene C Chase, PA, P.A. has dedicated itself to delivering exceptional legal services in estate planning, probate administration, and trust administration since 2008. Our practice is built on a foundation of personalized client care, combining professional expertise with compassionate guidance to help individuals and families secure their futures. We prioritize a collaborative approach, working alongside financial advisors, certified public accountants, and other professionals to ensure comprehensive estate planning solutions. Our commitment to the community is reflected in our pro bono work and involvement with local organizations, including the Charlotte Estate Planning Council and Florida Rural Legal Services.With extensive experience in both private practice and corporate legal roles, including senior positions in the entertainment industry and academia, we bring a unique perspective to each client's needs. Our office in Port Charlotte, Florida, serves clients across Charlotte County and neighboring areas, offering in-service appointments for those with mobility challenges. We emphasize transparency, accessibility, and education, providing initial consultations to demystify estate planning and probate processes. Our goal is to empower clients with peace of mind through tailored legal strategies that protect their legacies and loved ones.
Services
Estate Planning
Probate Administration
Trust Administration
Business Law
Health Care Proxies
Living Wills
Durable Power of Attorney
Wills and Trusts
Details
- Year established: 2008
Highlights and features
- We offer over 15 years of legal experience in estate planning and probate.
- Our team collaborates with financial advisors and CPAs for comprehensive solutions.
- In-service appointments available for clients with mobility challenges.
- Initial consultations focus on clarifying estate planning needs and concerns.
- Active community involvement through pro bono work and local organizations.
Services
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. We create customized wills, trusts, and healthcare directives to protect your family's future. Our approach combines legal expertise with personalized guidance to address unique family dynamics and financial goals.
Probate Administration
Probate administration handles the legal distribution of assets after death. We guide executors through court processes, debt settlement, and asset transfer while maintaining compliance with Florida statutes. Our goal is to streamline probate proceedings and reduce administrative burdens for grieving families.
Trust Administration
Trust administration manages asset distribution according to trust documents. We assist trustees with fiduciary responsibilities, tax compliance, and beneficiary communications. Our services ensure smooth implementation of living trusts while avoiding probate court involvement.
Business Law
Business law services cover contract negotiation, corporate formation, and compliance matters. We help small businesses establish legal structures, draft agreements, and navigate regulatory requirements. Our experience includes advising on licensing and entertainment industry contracts.
Health Care Proxies
Health care proxies designate decision-makers for medical treatment when patients cannot communicate. We create legally binding documents outlining treatment preferences and appointing trusted agents. These directives ensure your healthcare wishes are honored during emergencies or incapacitation.
People
Arlene C Chase, PA
Attorney
Arlene C Chase, PA is a Florida-licensed attorney specializing in estate planning and probate since 2008. She holds a Juris Doctor from New York Law School and previously served as Senior Director of Business Affairs in entertainment. Her academic background includes teaching business law and political processes at the undergraduate level.
Questions
What estate planning documents are essential for most families?
Essential documents include wills, healthcare proxies, living wills, and durable powers of attorney. These ensure your wishes are followed regarding asset distribution, medical care, and financial decisions if you become incapacitated.
How does probate work in Florida?
Florida probate involves validating wills, settling debts, and distributing assets through court supervision. Our firm guides executors through inventory filings, creditor notifications, and final distributions while minimizing delays and legal complexities.
Can I update existing estate plans created in other states?
Yes, we review out-of-state documents for Florida compliance and update them to reflect current laws and your changing circumstances during a personalized consultation.
What happens if someone dies without a will in Florida?
Intestate succession laws determine asset distribution. Our attorneys help families navigate probate for unprepared estates, ensuring proper asset allocation according to state statutes while addressing family-specific needs.
Do I need an attorney for trust administration?
While not mandatory, legal guidance ensures proper fiduciary compliance, tax reporting, and dispute resolution. We help trustees fulfill their duties while maintaining clear communication with beneficiaries throughout the process.
