Business Details
12 Years
experience
Estate Planning & Probate Attorneys in Winter Garden, FL
Stephen D Dunegan Law Office provides high-level estate planning, probate, and tax law services rooted in decades of experience and personalized care. Founded in 2014 by attorney Stephen D. Dunegan, the firm combines expertise gained from 30 years of practice at Orlandos largest law firms with a commitment to down-home hospitality. Stephen, a Cornell-educated lawyer with dual board certifications in Wills, Trusts & Estates and Tax Law from the Florida Bar, prioritizes understanding each clients unique family dynamics and goals.The firms approach balances sophisticated legal strategies with accessible service, serving clients across Winter Garden, Orlando, and Key West. With recognition in Florida Super Lawyers and consistent client praise for compassionate guidance, the office remains dedicated to demystifying estate planning while maintaining Mayberry-style community values in a modern legal context.
Services
Estate Planning
Probate Administration
Asset Protection
Business Succession Planning
Charitable Planning
Trust Administration
Tax Law Consultation
Will Preparation
Power of Attorney Drafting
Healthcare Directives
Details
- Year established: 2014
Highlights and features
- We offer 30+ years of experience in advanced estate planning and tax law
- Our attorney holds dual board certifications from the Florida Bar
- We provide personalized plans addressing unique family and business needs
- Recognized in Florida Super Lawyers for peer-reviewed excellence
- We combine big-firm expertise with small-town client care
Associations and certifications
- Florida Bar Board Certification (Wills, Trusts & Estates)
- Florida Bar Board Certification (Tax Law)
What people say
Professional and considerate guidance
Thoughtful man
God-send
Best lawyer in town
Heart you put into work
Services
Estate Planning
We craft customized estate plans addressing unique family dynamics and financial goals. Our process begins with understanding your specific needs to create legally sound wills, trusts, and advanced directives. Clients benefit from Stephen Dunegans dual board-certified expertise in estate and tax law.
Probate Administration
Guiding executors through Floridas probate process with clear legal counsel. We handle asset inventory, debt settlement, and distribution according to wills or state law. Our approach minimizes stress during difficult transitions while ensuring compliance with court requirements.
Asset Protection
Developing strategies to shield assets from creditors and lawsuits while maintaining liquidity. We utilize Florida-specific legal tools like homestead exemptions and irrevocable trusts. Our plans balance protection with practical financial management considerations for individuals and business owners.
Business Succession Planning
Creating structured plans for transferring business ownership across generations. We coordinate buy-sell agreements, valuation strategies, and tax-efficient transitions. Our solutions preserve company legacy while addressing leadership continuity and stakeholder interests.
Charitable Planning
Designing donation structures that maximize tax benefits while fulfilling charitable goals. We implement donor-advised funds, charitable remainder trusts, and legacy gifts. Clients receive strategic guidance on balancing philanthropy with family wealth preservation needs.
People
Stephen D. Dunegan
Attorney & Founder
Board-certified estate planning attorney with 30+ years of experience. Cornell Law graduate and MBA holder who practiced tax law in New York before returning to Central Florida. Recognized in Florida Super Lawyers for excellence in Wills, Trusts & Estates and Tax Law.
Questions
What areas do you serve?
We primarily serve Winter Garden, Orlando, and Key West, with virtual consultations available for Florida residents statewide.
What estate planning documents do I need?
Essential documents include wills, revocable living trusts, durable powers of attorney, and healthcare directives tailored to your specific circumstances.
How does probate work in Florida?
Florida’s probate process involves validating wills, inventorying assets, settling debts, and distributing inheritances through court supervision, typically taking 6-12 months to complete.
Are you accepting new clients?
Yes, we welcome new clients by appointment. Initial consultations help determine if our services align with your legal needs and goals.
What makes your firm different?
Our combination of board-certified expertise, personalized service approach, and commitment to community values distinguishes our practice from larger, impersonal firms.
Can I update existing estate plans?
Yes, we review and revise outdated documents to reflect current laws, family changes, and evolving financial circumstances during comprehensive plan evaluations.
