• Purchase Agreement Review & Negotiation - Comprehensive analysis of all terms, contingencies, and deadlines to ensure your rights are protected and your obligations are clear.
• Listing Agreement Analysis - For sellers, we review agent agreements to ensure commission structures, exclusivity periods, and termination clauses are fair and reasonable.
• Contract Drafting for FSBO Transactions - If you're selling your property without an agent, we draft legally compliant contracts that protect you from liability while maximizing your net proceeds.
• Addendums & Amendments - As circumstances change during a transaction, we draft and negotiate modifications to existing agreements, ensuring all parties' interests are properly documented.
• Contingency Negotiation - With experience in structuring and negotiating inspection contingencies, financing contingencies, appraisal contingencies, and sale-of-home contingencies.
• Deadline Management - Florida real estate contracts are time-sensitive. We help you understand critical deadlines and ensure compliance to avoid default or loss of earnest money.

• Pre-Contract Consultation - Understanding your rights and obligations before you make an offer, including review of seller disclosures and property condition reports.
• Due Diligence Support - Coordinating and reviewing inspection reports, survey results, and title searches to identify potential issues early in the process.
• Disclosure Analysis - Florida law requires sellers to disclose specific property conditions. We analyze these disclosures and advise you on red flags that may warrant further investigation or negotiation.
• Inspection Negotiation Strategy - After your home inspection, we help you evaluate findings and develop a strategic approach to requesting repairs, credits, or price adjustments.
• Financing Coordination - Working with your lender to ensure loan contingencies are properly structured and that you understand your financing obligations and deadlines.
• Title Review & Insurance - Examining title commitment documents to identify liens, encumbrances, or other issues that could affect your ownership rights.
• Closing Representation - Attending your closing to review final settlement statements, ensure all agreed-upon terms are reflected, and answer any last-minute questions.

• Pre-Listing Legal Preparation - Advising on required disclosures, potential liability issues, and strategies to minimize legal risk before listing your property.
• Disclosure Compliance - Ensuring you meet all Florida statutory disclosure requirements, including flood zone notifications, homeowners association documents, and material defect disclosures.
• Offer Analysis - Reviewing competing offers not just on price, but on terms, contingencies, earnest money deposits, and buyer qualifications.
• Contract Negotiations - Protecting your interests during inspection negotiations, appraisal challenges, and buyer requests for repairs or credits.
• FSBO (For Sale By Owner) Support - Comprehensive legal services for sellers choosing to market their property without a real estate agent, including marketing guidance, showing protocols, and fraud prevention strategies.
• Deal Salvage Services - When transactions encounter obstacles, we work to find creative solutions that keep deals on track while protecting your bottom line.

• Homestead exemption implications
• Property tax proration
• HOA transfer requirements and fees
• Seller financing arrangements
• 1031 exchange coordination (for investment properties)
• Short sale negotiations (when applicable)

• Commercial Property Acquisitions - Due diligence, contract negotiation, and closing services for office buildings, retail centers, industrial properties, and mixed-use developments.
• Investment Property Purchases - Legal guidance for acquiring single-family rentals, duplexes, apartment complexes, and other income-producing properties.
• Lease Agreement Review & Negotiation - Whether you're a landlord or tenant, we review and negotiate commercial lease terms including rent escalation clauses, maintenance obligations, renewal options, and termination provisions.
• Multi-Family Transactions - Specialized knowledge in apartment complex acquisitions, including tenant rights, existing lease assignments, and property management transitions.
• Commercial Development Transactions - Supporting ground-up development projects with contract review, vendor agreements, and construction-related legal services.
• 1031 Exchange Coordination - Working with your qualified intermediary to ensure tax-deferred exchange requirements are properly met and documented.
• Entity Structure Consultation - Coordinating with your CPA to ensure property ownership is structured appropriately (LLC, corporation, partnership, etc.) for liability protection and tax efficiency.

• Environmental assessments and liability
• Zoning compliance and use restrictions
• ADA compliance requirements
• Existing tenant lease reviews
• Property management agreement review
• Triple net lease structures
• Build-out and improvement negotiations

• Structural Integrity Reserve Study (SIRS) Review - New Florida legislation requires condominiums to conduct detailed structural inspections and maintain adequate reserves. We review these studies to identify potential special assessments and evaluate the building's long-term financial health.
• Association Financial Analysis - Comprehensive review of the HOA's budget, reserve accounts, delinquency rates, and pending litigation to assess the association's financial stability.
• Board Meeting Minutes Review - Examining recent board meeting minutes to uncover discussions about upcoming assessments, major repairs, rule changes, or other issues that could affect your ownership experience or property value.
• Assessment Risk Evaluation - Identifying red flags that may indicate future special assessments, including deferred maintenance, inadequate reserves, or aging building systems.
• Governing Document Review - Analysis of the declaration of condominium, bylaws, and rules and regulations to understand use restrictions, rental limitations, pet policies, and other lifestyle considerations.
• 2026 Compliance Guidance - Ensuring all parties understand new Florida condominium laws effective in 2026 and their implications for buyers, sellers, and current owners.
• Termination & Rebuild Analysis - In cases where associations are considering termination due to structural issues or redevelopment opportunities, we provide guidance on owner rights and options.

• Earnest Money Deposit Management - Secure holding of buyer deposits in attorney trust accounts, with proper accounting and disbursement according to contract terms.
• Transaction Coordination - Managing the flow of documents, contingency removals, and deadline compliance between all parties including buyers, sellers, agents, lenders, and title companies.
• Funds Disbursement - Proper distribution of sale proceeds, loan payoffs, commission payments, and closing costs according to the settlement statement.
• Dispute Resolution - In cases where earnest money disputes arise, we provide neutral analysis and work toward resolution that complies with Florida escrow laws.

• Settlement Statement Preparation - Accurate calculation and documentation of all debits, credits, prorations, and fees for both buyers and sellers.
• Loan Closing Coordination - Working with lenders to ensure all loan documents are properly executed and recorded, facilitating smooth funding.
• Document Execution Supervision - Overseeing the signing of all closing documents, ensuring proper acknowledgment, witnessing, and notarization.
• Recording Services - Coordinating the recording of deeds, mortgages, and other documents with county clerk offices.
• Post-Closing Follow-Up - Ensuring all parties receive proper documentation and that any post-closing issues are promptly addressed.

• Title Search & Examination - Thorough review of public records to identify any claims, liens, encumbrances, or defects that could affect property ownership.
• Title Commitment Review - Detailed analysis of the title commitment to identify exceptions, exclusions, and requirements that must be satisfied before closing.
• Title Insurance Coordination - Facilitating the issuance of owner's title insurance policies and lender's title insurance policies through underwriters.
• Lien Resolution - Working to clear outstanding liens, judgments, or other title defects prior to closing, including:
  • Mortgage payoffs and releases
  • HOA lien resolution
  • Mechanic's lien disputes
  • Tax lien clearance
  • Judgment satisfaction
• Ownership Verification - Confirming the seller's legal right to convey the property and ensuring proper vesting of title in the new owner.
• Easement Analysis - Reviewing recorded easements and encroachments that may affect property use or future development.
• Survey Coordination - Working with surveyors to resolve boundary disputes or encroachment issues identified during the title examination.

• Unrecorded easements or rights of way
• Errors in public records
• Unknown heirs claiming ownership
• Forged documents in the chain of title
• Unpaid contractor or subcontractor claims
• Boundary line disputes
• Clerical errors in recorded documents

• Will Drafting & Execution - Creating legally valid wills that clearly express your wishes for asset distribution, guardianship of minor children, and appointment of personal representatives.
• Pour-Over Wills - For clients with trusts, we draft wills that transfer any assets not already in the trust at the time of death.
• Will Updates & Amendments - Life changes require estate plan updates. We help you modify your will through codicils or complete rewrites when circumstances change.

• Revocable Living Trusts - Establishing trusts that allow you to maintain control of your assets during your lifetime while avoiding probate and providing for seamless management if you become incapacitated.
• Irrevocable Trusts - For clients seeking asset protection, Medicaid planning, or estate tax reduction strategies.
• Special Needs Trusts - Protecting the financial future of beneficiaries with disabilities without jeopardizing their government benefits.
• Trust Administration - Guiding trustees through their legal obligations and the process of distributing trust assets to beneficiaries.

• Power of Attorney (POA) - Designating a trusted person to manage your financial affairs if you become unable to do so, including durable and limited powers of attorney.
• Health Care Surrogate Designation - Appointing someone to make medical decisions on your behalf if you're incapacitated.
• Living Will - Documenting your wishes regarding end-of-life medical treatment and life-prolonging procedures.

• Probate Administration - Guiding personal representatives through the Florida probate process, from filing initial petitions through final distribution of assets.
• Summary Administration - Handling expedited probate for smaller estates or when all beneficiaries agree.
• Probate Litigation - Representing clients in will contests, beneficiary disputes, and personal representative removal actions.

• Out-of-State Document Review - If you've relocated to Florida with estate planning documents from another state, we review them for Florida compliance and recommend updates as needed.
• Homestead Protection Analysis - Ensuring your estate plan accounts for Florida's unique homestead laws that restrict how property can be devised.
• Florida Resident Estate Planning - Creating comprehensive plans that take advantage of Florida's favorable asset protection laws and lack of state income tax.

We help clients update their estate plans after:

• Marriage or remarriage
• Divorce or separation
• Birth or adoption of children
• Death of a beneficiary or fiduciary
• Substantial changes in assets or net worth
• Changes in family relationships
• Relocation to or from Florida
• Changes in health status

Many clients don't realize that estate planning documents require periodic review and updating. We recommend an annual check-in to:

• Verify beneficiary designations are current
• Confirm fiduciaries are still willing and able to serve
• Update asset information
• Address any changes in family circumstances
• Ensure compliance with current Florida law
• Discuss new planning strategies or tools

We recommend all investment property owners conduct an annual legal and financial review that includes:

• ROI Analysis - Evaluating whether your property continues to meet your investment objectives based on current rental income, expenses, and market conditions.
• Tax Impact Assessment - With Florida property taxes and insurance costs experiencing significant changes, we help you understand how these increases affect your net returns and whether adjustments are needed.
• Insurance Coverage Review - Ensuring your coverage is adequate for current replacement costs and liability exposures, particularly given recent increases in Florida insurance premiums.
• Lease Agreement Updates - Reviewing and updating tenant lease agreements to ensure they reflect current market conditions and include appropriate protections.
• Exit Strategy Planning - For properties no longer meeting investment criteria, we discuss options including sale, 1031 exchange, refinancing, or repurposing.

• Market Analysis Support - While not acting as real estate agents, we help you understand the legal implications of investing in different markets and property types.
• Entity Structure Planning - Coordinating with your CPA to determine the best ownership structure (individual, LLC, partnership, corporation) for your investment strategy.
• Due Diligence Coordination - Managing the legal aspects of investment property due diligence, including lease reviews, title examination, and environmental assessments.

• Multi-Property Strategy - For investors with multiple properties, we provide guidance on portfolio diversification, risk management, and succession planning.
• Property Exchange Planning - Coordinating 1031 exchanges to defer capital gains taxes when transitioning from one investment property to another.
• Transition Planning - Helping investors develop strategies to convert investment properties into personal residences or to transition portfolios to heirs.