Steven Thomas Welch

Steven Thomas Welch

5.0
Rating: 8.5

Licensed for 26 years

Probate Lawyer at Interlachen, FL
Practice Areas: Probate, Estate Planning, Tax ... +2 more

PO Box 400, Interlachen, FL

About Steven

Biography

Practice Areas

5

Practice Areas

Probate 40%

25 years | 150 cases

40%
Estate Planning 30%

25 years | 400 cases

30%
Tax 15%

27 years | 400 cases

15%
Corporate and Incorporation 10%

27 years | 350 cases

10%
Contracts and Agreements 5%

27 years | 100 cases

5%

Fees and Rates

Cost

Hourly Rates

$ 400-400 per hour

Retainer

Always


Payment Methods

  • Cash
  • Check

Looking for an attorney? Avvo can help.

search module image

Search our directory

Quickly connect with top attorneys through our legal directory to get help with your legal issue.

chat module image

Avvo's live chat agents can help coordinate a consultation with a local attorney.

Chat with a live agent who can match you with the right attorney for your legal needs.

Chat with

Licenses

Licensed in Tennessee for 21 years

State: Tennessee

Acquired: 2005

Active

No misconduct found

Licensed in Florida for 21 years

State: Florida

Acquired: 2004

Member in Good Standing

No misconduct found

Licensed in Georgia for 26 years

State: Georgia

Acquired: 1999

Active Member in Good Standing

No misconduct found

Location

WelchCounsel PLLC

PO Box 400, Interlachen, FL, 32148

Ad

Transform legal challenges into solutions.

Connect now to review your situation.

The Avvo Rating explained

display-bg

The Avvo Rating explained

Steven Thomas Welch's Reviews

Avvo Review Score

5.0 /5.0

20 Client Reviews

Showing 1 - 1 of 1 review | Divorce & Separation

Posted by Mary | April 14, 2016 | Hired Attorney | Divorce & Separation

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.

See All Client Reviews

Steven Thomas Welch's Lawyer Endorsements

Endorse Steven
Conner Watts headshot
Conner Watts

Estate planning lawyer | 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."

Randall H. Borkus headshot
Randall Borkus

Estate planning lawyer | 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."

Joseph Avi Yolofsky headshot
Joseph Yolofsky

Estate planning lawyer | 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."

Larry Robert Bray headshot
Larry Bray

Estate planning lawyer | 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."

Genevieve Helen Dame headshot
Genevieve Dame

Contracts and agreements lawyer | May 12

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Matthew J. Ausley headshot
Matthew Ausley

Estate planning lawyer | 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."

Bradford Lee Stevens headshot
Bradford Stevens

Estate planning lawyer | 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."

S. Craig Stone headshot
S. Stone

Estate planning lawyer | 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."

Larry W. Gibbs headshot
Larry Gibbs

Corporate and incorporation lawyer | 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."

Matthew Jason Majors headshot
Matthew Majors

Estate planning lawyer | 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."

Jason Neil Wiggam headshot
Jason Wiggam

Unknown lawyer | 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."

David Michael Goldman headshot
David Goldman

Estate planning lawyer | 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"

James Noel Voeller headshot
James Voeller

Estate planning lawyer | 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"

Stanley Dwight Miller headshot
Stanley Miller

Estate planning lawyer | Apr 05

Relationship: Worked together on matter

"I endorse this lawyer."

J. Benjamin Warren Jr. headshot
J. Warren

Estate planning lawyer | 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."

Jennifer Darcy Taddeo headshot
Jennifer Taddeo

Real estate lawyer | 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."

View All Endorsements
Joseph Avi Yolofsky headshot
Joseph Yolofsky

Business lawyer

Matthew J. Ausley headshot
Matthew Ausley

Business lawyer

S. Craig Stone headshot
S. Stone

Tax lawyer

Bryan Paul Galat headshot
Bryan Galat

Tax lawyer

David D. Claflin headshot
David Claflin

Estate planning lawyer

David Keith Cahoone headshot
David Cahoone

Estate planning lawyer

Carol H. Gonnella headshot
Carol Gonnella

Estate planning lawyer

CL Huddleston III headshot
CL Huddleston

Estate planning lawyer

Bradford Lee Stevens headshot
Bradford Stevens

Estate planning lawyer

Randall H. Borkus headshot
Randall Borkus

Estate planning lawyer

J. Benjamin Warren Jr. headshot
J. Warren

Estate planning lawyer

Robert A. Ross headshot
Robert Ross

Estate planning lawyer

Larry W. Gibbs headshot
Larry Gibbs

Tax lawyer

Stanley Dwight Miller headshot
Stanley Miller

Estate planning lawyer

James Noel Voeller headshot
James Voeller

Estate planning lawyer

David Michael Goldman headshot
David Goldman

Trusts lawyer

Jason Neil Wiggam headshot
Jason Wiggam

Tax lawyer

Matthew Jason Majors headshot
Matthew Majors

Estate planning lawyer

Larry Robert Bray headshot
Larry Bray

Estate planning lawyer

Experience

Rating:  8.5 (Excellent)

Honors

2006

Who's Who Among American Executives and Professionals, Cambridge Worldwide

Work Experience

2015 - Present

Attorney at Law, WelchCounsel, PLLC

2014 - 2015

Shareholder/Managing Director, Private Client Law Group

2012 - 2014

General Counsel, Arrow Exterminators

2002 - 2012

Partner, Sanders Welch LLC

Associations

2005 - Present

Florida Bar, Real Property, Probate and Trust Law Section

Member

2002 - Present

WealthCounsel

Member

2002 - Present

State Bar of Georgia, Fiduciary Law Section

Member

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.

S Corporation Planning

40% lease cost reduction; 50MM tax liability avoidance

401(k) Plan Restructuring

Plan administration fee reduction over 35 basis points

Business Succession Planning

65MM potential estate and gift atx savings

HNW Wealth Transfer Planning

600K ordinary income tax deduction; 40MM potential estate and gift tax savings.

Asset Preservation Planning

10MM reduction debt/surety liability;

See More Legal Cases

Education

1998

University of Georgia School of Law

JD - Juris Doctor

1996

Georgia State University

BA - Bachelor of Arts

Speaking Engagements

2016

WHY YOUR CLIENTS NEED LIFE INSURANCE: SURPRISING OPPORTUNITIES IN A HIGH EXEMPTION ESTATE TAX REGIME

Income and Estate Tax Planning

2011

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

2010

Ethical Considerations With The Typical Business Succession Client: A Transactional Case Study

Ethics and Business Succession Planning

2007

Estate Planning Traps For The Unwary: What Everyone Should Know Before They See An Attorney

Estate Planning

2005

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

2004

A Biblical Philosophy of Stewardship

Charitable Planning

Publications

2011

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

Languages

English

Activity

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution