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Craig Robert Hersch

Estate planning Attorney at Fort Myers, FL

5.0   3 reviews
Free consultation Virtual consultation available
Free consultation Virtual consultation available
(239) 990-5159
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  • State Years
    Dist. of Columbia - DC 7 years
    Florida - FL 33 years
  • Licensed for 7 years
    State DC
    Acquired 2016
    Status
    Good Standing No misconduct found
  • Licensed for 33 years
    State FL
    Acquired 1989
    Status
    Member in Good Standing No misconduct found

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

Craig is an extremely well qualified and dedicated estate planning lawyer.
Alan
This review is from a person who hired this attorney.
Hired Attorney
Exceptional Estate Tax Attorney
Exceptional Estate Planning Attorney
Read more reviews

About Craig

Learn Craig’s areas of practice.

3
Practice areas
  1. Estate planning
    60%
    wills, trusts and estates, personal and professional tax planning, including the drafting and implementation of estate plans including asset protection planning.

  2. Probate
    20%
    Assisting clients' families in administering their estates and trusts after the death of a loved one.

  3. Tax
    20%
    Assisting clients with tax planning, including business succession planning, estate and gift tax planning, retirement and income tax planning and related fields

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

Hersch has created The Family Estate & Legacy Program, which is a unique 7 module estate planning process designed to bring his clients comfort and clarity. You may request an initial client intake packet by calling his law firm.

When a client passes away, he has created The Estate Settlement Program, another 7 module process designed to assist loved ones when caring out the important duties of an estate or trust administraton. We begin this process with the Estate Settlement Snapshot. You may request this by calling his law firm at the above mentioned number.

Craig is a prolific writer having authored three books, Common Cents Estate Planning, Legal Matters When a Loved One Dies, and The Florida Residency & Estate Guide, all available on his firm's web stie and on Amazon. He writes expert columns for Trusts & Estates Magazine, a national trade journal for estate planning professionals. His podccasts break down estate planning and administration topics into easy to understand snippets.

He is married to wife Patti and has three daughters.

 

 

Awards

Silver Client Champion
AV Preeminent Peer Review Rating

Contact Craig

Sheppard Law Firm
9100 College Pointe Court
Fort Myers, FL, 33919
sbshlaw.com/craig-r-hersch/
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Reviews

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5.0 / 5.0
  3 customer reviews
5 Star
 
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4 Star
 
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Posted by Alan | November 19, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Craig is an extremely well qualified and dedicated estate planning lawyer.
Craig is an extremely well qualified and dedicated estate planning lawyer. I have known Craig for over 20 years, and have had the opportunity to work with him on several projects. He is top notch, very technically competent, and works hard and in the best interests of his clients. He also has an amazing team, and thus a reputation well earned. I would certainly have him plan my estate or the state of anyone I care about. You can't go wrong with Craig.
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Posted by Exceptional Estate Planning Attorney | October 6, 2010
Exceptional Estate Tax Attorney
I have worked, as a CPA/CFP, with Mr. Hersch for the past dozen years. I have referred clients to him for his expertise on the preparation of their Wills and Trusts along with other estate tax planning issues. His knowledge and creativity has helped numerous clients over those years. I would refer anyone with a mid to sizable Estate to contact Mr. Hersch.
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Posted by anonymous | October 5, 2010
Craig Hersch estate planning attorney review
Mr. Hersch obviouly has the technical expertise. However he has an easy to understand explanation of complex estate planning matters. After identifying what I needed, the documents were prepared, explained and summarized in a manor that allowed easy understanding. Copies of documents were organized in a binder along with a CD copy and instructions clearly noted. He has a program to monitor any changes that might be needed each year, which gives me confidence that my plans will be updated if necessary. I would recommend him highly.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Check, Credit Card

Resume

AVVO RATING 9.9 (Superb)

Work Experience

  • Founding Shareholder/Director
  • Investors' Security Trust Company
  • 2005 - Present
  • Attorney/Shareholder
  • Sheppard, Brett, Stewart, Hersch, Kinsey & Hill PA
  • 1992 - Present
  • Attorney
  • Pavese Law Firm
  • 1990 - 1992
  • Associate
  • Deloitte & Touche
  • 1987 - 1990
View all work experience

Education

  • University of Florida, Fredric G. Levin College of Law
  • JD - Juris Doctor
  • 1989
  • University of Florida
  • BS - Bachelor of Science
  • 1986

Associations

  • Florida Institute of Certified Public Accountants
  • CPA
  • 1992 - Present
  • American Institute of Certified Public Accountants
  • Member
  • 1992 - Present
  • Florida Bar
  • Real Property Probate & Trust Law Section
  • 1989 - Present
  • Florida Bar
  • Taxation Section
  • 1989 - Present
  • Temple Beth El
  • Board of Trustees
  • 2001 - 2005
  • Jewish Federation of Lee and Charlotte Counties
  • Board of Trustees
  • 1994 - 1998
View all associations

Languages Spoken

  • English

Honors and Awards

  • National Xpert
  • Trusts & Estates Magazine
  • 2016
  • Recognzied
  • SuperLawyers
  • 2016
  • Recognzied
  • SuperLawyers
  • 2015
  • Recognized
  • SuperLawyers
  • 2014
  • Recognized
  • SuperLawyers
  • 2013
  • Recognized
  • SuperLawyers
  • 2012
  • Recognized
  • SuperLawyers
  • 2011
  • Recognized
  • Florida Super Lawyers
  • 2010
  • Distinguished Lawyer
  • Worth Magazine
  • 2009
  • Recognized
  • Florida Super Lawyers
  • 2009
  • Board Certified Wills, Trusts & Estates Attorney
  • Florida Bar Board of Legal Specialization and Education
  • 1996
  • AV Rated
  • Martindale-Hubbell
  • N/A
View all awards

Publications

View all publications

Speaking Engagements

  • Legacy Foundation Speaker Series
  • Florida Estate Planning 2010 Update
  • 2010
  • Judge's Brown Bag Forum
  • Designated Representative Under the New Florida Trust Code
  • 2010
  • Creative Estate Planning Ideas
  • Converting Income Trusts to Total Return Trusts
  • 2007

Attorney endorsements

Received (1)
Given (2)
Endorse Craig
Stuart Richard Morris headshot
Stuart Morris
Estate planning Attorney | Oct 05
Relationship: Worked together on matter
"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."
Alan Scott Gassman headshot
Alan Gassman
Estate planning
Stuart Richard Morris headshot
Stuart Morris
Estate planning
Fort Myers Estate planning Lawyer Craig Robert Hersch
Craig Robert Hersch
Estate planning Attorney
Fort Myers, FL
Licensed for 33 years
Free Consultation
Virtual consultation available
(239) 990-5159 Chat Now Message Website