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Craig Robert Hersch

Craig Robert Hersch

Practice areas:

Estate Planning, Tax, Elder Law, Probate

About Me

 


Craig is a Florida Bar Board Certified Wills, Trusts & Estates Attorney, as well as a licensed CPA, although he practices exclusively as an attorney.


 


He has created a unique estate planning process, The Family Estate and Legacy Solution, which is designed to transform your legal, tax and financial concerns into a coordinated and understandable estate plan. Craig has published several articles in professional trade journals, and has sat on the boards of charities and businesses, including an independent trust company that he helped form.


 


Residing in Fort Myers for over 21 years, he is married and has three daughters.








 

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Practice Areas

Licensed since 1989

  1. Estate Planning: 60%
  2. Tax: 20%
  3. Probate: 10%
  4. Elder Law: 10%

Payment

Fees:

Free Consultation (30 minutes)

Payment Types:

Check, Credit Card

Attorney Endorsements

1 total

  • Stuart Richard Morris

    I have had the privilege to know and work with Craig Hersch for over 20 years. He is a true professional and cares about his clients. We have worked together on a number of clients and his knowlege and manner has beeen nothing less than impressive. He is able to work with clients to acheive their goals and objectives on a consistent basis with exceptional results. I would recommend him without hesitation.

    More 

    Stuart Morris Estate Planning Attorney
    Relationship: Worked together on matter

Contact Info

Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A.

9100 College Pointe Court
Fort Myers, FL, 33919

Resume

License
StateStatusAcquiredUpdated
FLMember in Good Standing198905/07/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
RecognizedFlorida Super Lawyers2010
Distinguished LawyerWorth Magazine2009
RecognizedFlorida Super Lawyers2009
Board Certified Wills, Trusts & Estates AttorneyFlorida Bar Board of Legal Specialization and Education1996
AV RatedMartindale-HubbellN/A

Work Experience
TitleCompany NameDuration
Founding Shareholder/DirectorInvestors' Security Trust Company2005 - Present
Attorney/ShareholderSheppard, Brett, Stewart, Hersch, Kinsey & Hill PA1992 - Present
AttorneyPavese Law Firm1990 - 1992
AssociateDeloitte & Touche1987 - 1990

Associations
Association NamePosition NameDuration
Temple Beth ElBoard of Trustees2001 - 2005
Jewish Federation of Lee and Charlotte CountiesBoard of Trustees1994 - 1998
Florida Institute of Certified Public AccountantsCPA1992 - Present
American Institute of Certified Public AccountantsMember1992 - Present
Florida BarReal Property Probate & Trust Law Section1989 - Present
Florida BarTaxation Section1989 - Present

Publications
Publication NameTitleDate
The Island SunFamily Legacy Estate Planning2010
WealthcounselEstate Planning Strategies: Collective Wisdom, Proven Techniques2009
Trusts & EstatesIRS Okays Turning Total Return on Its Head2007
Florida Medical Business JournalFlorida Homestead Subject to Attack by Creditors2005
The Florida Bar JournalSo This Isn't Work - When a Wage Isn't Protected2003

Education
School NameMajorDegreeGraduated
University of Florida, Fredric G. Levin College of LawLawJD - Juris Doctor1989
University of FloridaAccountingBS - Bachelor of Science1986

Speaking Engagements
Conference NameTitleDate
Legacy Foundation Speaker SeriesFlorida Estate Planning 2010 Update2010
Judge's Brown Bag ForumDesignated Representative Under the New Florida Trust Code2010
Creative Estate Planning IdeasConverting Income Trusts to Total Return Trusts2007