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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.
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Free Consultation
$0 first 30 minutes
State: District of Columbia
Acquired: 2016
No misconduct found
State: Florida
Acquired: 1989
No misconduct found
Showing 1 - 3 of 3 client reviews from Avvo
Posted by Alan | November 19, 2015 | Hired Attorney
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 ...
Posted by Exceptional Estate Planning Attorney | October 6, 2010
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...
Posted by anonymous | October 5, 2010
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 i...
"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."
Estate planning lawyer
Estate planning lawyer
2025
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2024
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2023
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2022
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2021
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2020
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2019
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2018
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2017
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2016
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2016
National Xpert, Trusts & Estates Magazine
2016
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2015
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2015
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2014
Recognized, SuperLawyers
2014
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2013
Recognized, SuperLawyers
2013
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2012
Recognized, SuperLawyers
2012
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2011
Super Lawyer, Super Lawyers
2011
Recognized, SuperLawyers
2010
Super Lawyer, Super Lawyers
2010
Recognized, Florida Super Lawyers
2009
Super Lawyer, Super Lawyers
2009
Recognized, Florida Super Lawyers
2009
Distinguished Lawyer, Worth Magazine
1996
Board Certified Wills, Trusts & Estates Attorney, Florida Bar Board of Legal Specialization and Education
N/A
AV Rated, Martindale-Hubbell
2005 - Present
Founding Shareholder/Director, Investors' Security Trust Company
1992 - Present
Attorney/Shareholder, Sheppard, Brett, Stewart, Hersch, Kinsey & Hill PA
1990 - 1992
Attorney, Pavese Law Firm
1987 - 1990
Associate, Deloitte & Touche
1992 - Present
Florida Institute of Certified Public AccountantsCPA
1992 - Present
American Institute of Certified Public AccountantsMember
1989 - Present
Florida BarReal Property Probate & Trust Law Section
1989 - Present
Florida BarTaxation Section
2001 - 2005
Temple Beth ElBoard of Trustees
1994 - 1998
Jewish Federation of Lee and Charlotte CountiesBoard of Trustees
1989
JD - Juris Doctor
1986
BS - Bachelor of Science
2010
Florida Estate Planning 2010 Update
2010
Designated Representative Under the New Florida Trust Code
2007
Converting Income Trusts to Total Return Trusts
2016
2016
2016
2016
2016
2016
2016
2015
2015
2010
2009
2007
2005
2003
English
Legal Answers
Legal Guides
Can i submit a health care bill to estate after death
10 Oct 2010
How can co-owned cash assets be used during a Medicaid lookback period?
05 Oct 2010
What is a probate?
05 Oct 2010
Florida Residency Advantages for Estate Planning - Part Two
05 Oct 2010
Revocable Living Trusts
05 Oct 2010