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Steven Thomas Welch

Probate Attorney at Interlachen, FL

5.0   20 reviews
  • State Years
    Tennessee - TN 19 years
    Florida - FL 20 years
    Georgia - GA 24 years
  • Licensed for 19 years
    State TN
    Acquired 2005
    Status
    Active No misconduct found
  • Licensed for 20 years
    State FL
    Acquired 2004
    Status
    Member in Good Standing No misconduct found
  • Licensed for 24 years
    State GA
    Acquired 1999
    Status
    Active Member in Good Standing No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Steven

Learn Steven’s areas of practice.

5
Practice areas
  1. Probate
    40%

    23 years, 150 cases

  2. Estate planning
    30%

    23 years, 400 cases

  3. Tax
    15%

    25 years, 400 cases

  4. Corporate and incorporation
    10%

    25 years, 350 cases

  5. Contracts and agreements
    5%

    25 years, 100 cases

Drawing on over 20 years of progressive entrepreneurial and law practice problem-solving experience, I am unswervingly committed to the development and persuasive communication of creative cross-disciplinary planning solutions for wealth creation, preservation, and transfer to clients and like-minded professionals while maintaining a devotion to the timely delivery of results along with an experience beyond their expectations.

Photos and videos

Stephen, my budding lawyer, is here with three of his closest friends (since middle school) holding his just minted economics degree from Terry College of Business.  He'll be a 1L at GSU Law in Fall 2016.
Ryan is my rising high school senior with an itch to live in Europe.  Here I think we were outside the Outback in Johns Creek one Friday night after work.  I am blessed to have sons, who are much better men than I could ever hope to be.
A recent day in the office sporting my #thetiebar tie
Ginger tabby number 2, our last rescue, Tigger favors my lap and kneads, unlike his older sibling, loves to play chase, and whines for milk, whenever a human is by a refrigerator and he's around.
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Location

WelchCounsel PLLC
PO Box 400
Interlachen, FL, 32148
WelchCounsel PLLC
3011 Sutton Gate Dr
Ste 240
Suwanee, GA, 30024
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Reviews

5.0 / 5.0
  20 customer reviews
5 Star
 
95%
4 Star
 
5%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Lynda | January 22, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Business Acquisition and Forming S Corp
I first met Steve when working on a business acquisition involving 4 partners. I was thoroughly impressed with how he handled all the legal, tax and partnership issues. Steve also formed my S Corp. Steve is extremely knowledgeable, intelligent, thorough and patient. I highly recommend him!
Posted by Beau | December 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Peace of Mind
We cannot speak highly enough about Steve and his assistance with our Estate Planning. Steve guided us through the processs explaining everything in detail and answering all our questions. The entire process was made simple with his knowledge and assistance. We recommend him with complete confidence!
Posted by Jayne | November 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Legal Advice and Estate Planning
We have used Welch Counsel on several occasions including updating our woefully outdated will and end of life directives. We now have a comprehensive estate plan that protects our estate from the vagaries of changing tax law and preserves wealth transfer to our daughters and future grandchildren. In a separate transaction Welch Counsel guided us with a complicated private real estate transaction. With their knowledge and experience the closing went flawlessly. For each case we received sage advice, wisdom and guidance beyond our expectations. The Welch Counsel firm addressed what we wanted to accomplish for our family and brought other issues to our attention that we had not considered. We would highly recommend the Welch Counsel for any estate planning issue particularly involving real estate and protecting assets.
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Posted by Debbie | November 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Lawyer
It has been an amazing experience working with the Welch Counsel. This was my first experience working with an attorney and my family was so blessed to have such a competent and trustworthy person. Steven truly cares about his clients and I knew my family was in good hands. I will be happy to refer him to any of my family and friends.
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Posted by Janice | November 11, 2017
This review is from a person who hired this attorney.
| Hired Attorney
God's Provision
Steve has guided me through very difficult circumstances related to my mother's end of life and the execution of her will. With insightfulness and intellect he stood in the gap to protect me in these matters. Appropriately, I set the goal and he developed the strategy to accomplish it. He has done all that he said he would and has done it with great care and integrity. I was referred to Steve via a multi-person series of recommendations and I consider that it was God's provision for all I needed in this concern. He is worth his rate and then some. Don't hesitate to hire Steve.
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Posted by Peggy | November 11, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Sale of Company of 30 years
Absolutely the most thorough and detailed Attorney. It took seems like a year to hash out all the complicated issues of the sale of our company. He painstakingly took the time to go over every detail and spent hours on making the sale go through. He will always be our Attorney. Very professional and made it happen.
Posted by Linda | June 5, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent service
I was very pleased with the excellent service that Steve gave to me. I decided to start my own medical practice and wanted to incorporate and create a DBA. Since I am new to the Atlanta area, he helped me to accomplish all of this. He is personable and accessible whenever I have a question. I highly recommend Steven Welch.
Posted by Donna | April 14, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Professional and thorough
Steven was highly professional, accessible, and detail oriented during the trust creating process. He did an excellent job of explaining the complex decisions required and walked us through step by step.
Posted by April | April 14, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent
Steve went above and beyond right from the start. First of all he responded quickly to questions and accurately answered them. He was very kind and patient when an explanations were needed. It was rare for him to be unavailable but when he was he always got back to us promptly.That means a lot that someone is taking your planning as seriously as you are. He was truly a blessing to work with.
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Posted by Mike | April 6, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning - Trust
Simply put, Steve was (and continues to be) a blessing to our family. As my father's health began to deteriorate quickly, we realized that there was no plan in place for his estate. It was overwhelming enough managing his care, let alone thinking about how to protect his assets. It was at this point a friend referred us to Steve. Right from the onset, Steve began working on my father's behalf. He answered questions; he made the whole process clear and straightforward. The characteristic I most admired about Steve throughout this process was his compassion. We weren't just a number or a business transaction. It was apparent that Steve genuinely was working for US and put US first. We truly appreciate everything he did for us.
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Posted by Robin | July 25, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning - Revocable Trusts and Advance Directives
Recently Steve Welch helped my husband and me update and complete our revocable trusts, health care advance directives and wills. Throughout the process, Steve was very professional and thorough. We are confident in his knowledge and integrity.
Posted by John | July 7, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Steven helped my wife and me with our Estate Planning 15 years ago. When we decided to update our information, we went back to him. He remembered us, and was glad to assist us again. Hid approach was methodical and efficient. He covered every section and explained how the laws had changed and how they would affect us now. He made sure that we had the information we needed, and the information that was no longer relevant was removed. I truly appreciate his expertise in Estate Planning, and the personal attention he gave us.
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Posted by Mark | May 10, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
Steve helped us with estate planning and asset protection documents. He was very easy to work with, thorough, and guided us through the process efficiently.
Posted by Derek | April 25, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Grateful Thanks
I contacted Steven on a "cold" call and received a very efficient and sympathetic ruling on a very distressing family estate matter. I earnestly recommend him as a very trust worthy advocate.
Posted by Ralph | April 18, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Professional Services
Steve helped us with our Estate Planning documents. He was very methodical in his approach, and took the time to explain the path for us. I am very pleased with his expertise and courtesy.
Posted by Steven | April 18, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Extremely thorough and knowledgeable
We met Steven last year when we were looking for someone to help with our estate planning and establish trust funds for my wife and me. We had an initial meeting with Steven and he explained in detail how each of the Trusts would be set up keeping in mind our personal situations. He was very knowledgeable regarding how best to set up the trusts minimizing any future tax implications. Steven was extremely thorough and patient, effectively communicating all the steps necessary to establish the Trusts and then fund them. We had many questions throughout the process and Steven always responded with helpful and timely answers. Establishing the Trusts had been something I had put off for some time, Steven made everything so much easier, and it was a relief to get it all done. Steven was always looking after our best interests and we feel very fortunate to have met him and grateful to have him as out attorney.
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Posted by Mike | April 15, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Experience with Steve Welch, Attorney at Law
Steve's legal advice is detail oriented and well thought out. He is willing to spend the time necessary to evaluate your situation and diagnose the appropriate solutions. I have worked with many attorneys in a number of different capacities and found my experiences with Steve among the best.
Posted by Mary | April 14, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Honest and fair, this lawyer is someone you can trust
I've used Steven for a few things. First, he did my mediation for my divorce and he was amazing and educational through the entire process. He made a difficult situation go smoothly and fairly for both parties. Second, I used him to incorporate my business and again what seemed overwhelming to me became simple when he helped me. Lastly, he did my LLC and Living Wills for both my husband and myself. These were invaluable to us and something that I would only trust Steven to do.
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Posted by George | April 11, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Thoughtful and Great Support
Steve developed an estate plan that was strategic and well thought out. He made sure we had the right plan for our family and was very helpful during each step of the process.
Posted by anonymous | April 14, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Helpful and Concise - Did exactly what I needed
I appreciated Steve's guiding my wife and I through a re-write of our wills.
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Cost

Rates
  • Hourly Rates $ 375-375 per hour
  • Retainer Always
Payment methods
Cash, Check

Resume

AVVO RATING 8.5 (Excellent)

Work Experience

  • Attorney at Law
  • WelchCounsel, PLLC
  • 2015 - Present
  • Shareholder/Managing Director
  • Private Client Law Group
  • 2014 - 2015
  • General Counsel
  • Arrow Exterminators
  • 2012 - 2014
  • Partner
  • Sanders Welch LLC
  • 2002 - 2012
View all work experience

Education

  • University of Georgia School of Law
  • JD - Juris Doctor
  • 1998
  • Georgia State University
  • BA - Bachelor of Arts
  • 1996

Sample of Legal Cases

  • High Net Worth Life Insurance Planning
  • 125MM life insurance; 2.2MM ordinary income tax deductions; 1.5MM premium reductions
  • Commercial Real Estate Refinance
  • 150K annual debt service reduction
  • Gift Tax Planning
  • 13MM generational wealth transfer; zero gift tax.
View all legal cases

Associations

  • Florida Bar, Real Property, Probate and Trust Law Section
  • Member
  • 2005 - Present
  • WealthCounsel
  • Member
  • 2002 - Present
  • State Bar of Georgia, Fiduciary Law Section
  • Member
  • 2002 - Present

Languages Spoken

  • English

Honors and Awards

  • Who's Who Among American Executives and Professionals
  • Cambridge Worldwide
  • 2006

Publications

  • Atlanta Bar Association
  • Catch Me If You Can!: Planning Gimmicks and What's In A Name
  • 2011

Speaking Engagements

  • WHY YOUR CLIENTS NEED LIFE INSURANCE: SURPRISING OPPORTUNITIES IN A HIGH EXEMPTION ESTATE TAX REGIME
  • Income and Estate Tax Planning
  • 2016
  • Selling Your Business Without Fracturing Your Family: Succession Planning for the Closely-Held Company
  • Business Succession Planning
  • 2011
  • Catch Me If You Can!: Planning Gimmicks and What's In A Name
  • Asset Protection
  • 2011
  • Ethical Considerations With The Typical Business Succession Client: A Transactional Case Study
  • Ethics and Business Succession Planning
  • 2010
  • Estate Planning Traps For The Unwary: What Everyone Should Know Before They See An Attorney
  • Estate Planning
  • 2007
  • Use of Life Insurance and Valuation Discount Planning in Avoiding the 75% Tax Trap on Qualified Plans
  • Income and Estate Tax Planning
  • 2005
  • Legacy Building: Motivating Donors and Mobilizing Financial Capacity
  • Charitable Planning
  • 2005
  • A Biblical Philosophy of Stewardship
  • Charitable Planning
  • 2004
View all speaking engagements

Attorney endorsements

Received (16)
Given (19)
Endorse Steven
Estate planning Attorney | Dec 19
Relationship: Worked for lawyer
"Steve is one of the brightest and most intelligent individuals that I know. He can handle your legal matter with pristine care. I endorse this lawyer."
Estate planning Attorney | Jan 08
Relationship: Worked together on matter
"I have had the pleasure of working with and learning from Steven for many years in at least two national groups of estate planning attorneys. His skill, knowledge, and advice are the standard of excellence in the areas in which he focuses his practice. His clients speak highly of him and so do his colleagues. That professional reputation is both impeccable and deserved. I whole heartily endorse Steven and urge you to consider him for your estate, business and asset preservation planning needs."
Estate planning Attorney | Nov 21
Relationship: Worked together on matter
"What an opportunity it was to collaborate with Steve on an inbound international tax matter in the preparation of an estate plan. Steve's extensive experience with these topics made working with him a simple affair. Throughout the process, he regularly communicated and updated the team on his progress. The matter was successfully resolved in the client's favor. You would do well to bring Steve on as your counsel. He will ensure you receive the highest level of concierge service and will also keep you smiling."
Estate planning Attorney | Apr 14
Relationship: Fellow lawyer in community
"Steven and I participate in a national study group of estate planning attorneys. He is knowledgeable, professional and experienced and he takes great care with each of his clients. Steven is committed to excellence for all of his clients. I find him to be an attorney that clients can trust and rely upon who provides high quality work that is personalized to each client’s needs. Steven is creative and finds innovative ways to help clients. He is respected by clients and other attorneys across the country. I endorse Steven Thomas Welch as an estate planning, trust, business and tax attorney."
Contracts and agreements Attorney | May 12
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | May 06
Relationship: Worked for lawyer
"Steven is not only an experienced attorney; he has one of the sharpest minds I have ever encountered. That is high praise in a professional space occupied predominately with great and powerful thinkers. I trust Steven’s legal acumen and ethical commitment, which I know are in the highest echelon of the legal profession."
Estate planning Attorney | May 03
Relationship: Other
"Steven is an excellent attorney and very knowledgeable in the business and tax side of the practice. I met Steve at a professional association of estate planning attorneys and would recommend him to anyone seeking a highly qualified and experienced attorney."
Estate planning Attorney | May 02
Relationship: Other
"I endorse this lawyer. Steven is highly competent and experienced in estate planning for both traditional and high net worth families. His background in tax and corporate transactions gives him an advantage when working with families with complex transactions or assets, such as closely held businesses. I highly recommend Steven's professional services."
Corporate and incorporation Attorney | Apr 06
Relationship: Worked together on matter
"I endorse this lawyer. Prompt, ethical. Above average qualifications for complex estate planning, business organization, and federal/estate taxation."
Estate planning Attorney | Apr 06
Relationship: Worked together on matter
"I have worked with Steven on several estate and business planning matters. Steven is very professional and a pleasure to work with. He is a knowledgeable and experienced estate planning attorney."
Unknown Attorney | Apr 06
Relationship: Friend
"Mr. Welch is a highly competent estate planning attorney. He works tirelessly for his clients and I would recommend him to anyone looking for a great estate planning attorney. I would welcome the chance to work with him again."
Estate planning Attorney | Apr 06
Relationship: Worked together on matter
"I have worked with Mr Welch on estate planning matters as well as family law issues for several years. He is always very responsive and treats clients correctly. I would highly recommend taking a look at Mr. Welch's new firm if you are looking for legal services in GA"
Estate planning Attorney | Apr 06
Relationship: Fellow lawyer in community
"I have known Steve Welch for over 10 years. Steve is a highly respected member of the estate planning community. What is unique about Steve is that he is a kind and compassionate attorney who truly cares about his clients. He is not a lawyer who speaks down to people. Steve will discover what your goals are and then will offer solutions that will give you true peace of mind. I highly endorse Steve Welch. You will never regret hiring him. Jim Voeller"
Estate planning Attorney | Apr 05
Relationship: Worked together on matter
"I endorse this lawyer."
Estate planning Attorney | Jul 30
Relationship: Worked together on matter
"Steve is an excellent attorney who brings knowledge, wisdom and experience to the estate planning process for clients. I highly recommend him."
Real estate Attorney | Mar 02
Relationship: Worked together on matter
"I endorse this lawyer. As a Massachusetts attorney who focuses my practice in estate planning, I often have clients with Florida property, and so have needed to find an attorney who is licensed in Florida and who can work to transfer my clients' property in an efficient, effective manner. Attorney Welch has been that attorney for my clients and me time and time again. I have great confidence in his abilties, and look forward to working with him again."
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