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Craig Robert Hersch

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Avvo Rating10
  • Fort Myers, FL
  • Licensed for 31 years
  • Free consultation
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About Craig

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 239-334-1141.

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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Practice areas

ProbateTaxEstate planning
  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. Tax: 20%

    Assisting clients with tax planning, including business succession planning, estate and gift tax planning, retirement and income tax planning and related fields

  3. Probate: 20%

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

Languages spoken

English

Photos and videos

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Contact

Sheppard Law Firm

9100 College Pointe Court
Fort Myers, FL, 33919

      Resume

      License
      StateStatusAcquiredUpdated
      DCGood Standing201602/09/2021
      FLMember in Good Standing198904/04/2021
      We have not found any instances of professional misconduct for this lawyer.
      Avvo Contributions
      Legal answers9
      Legal guides5
      Awards
      Award nameGrantorDate granted
      National XpertTrusts & Estates Magazine2016
      RecognziedSuperLawyers2016
      RecognziedSuperLawyers2015
      RecognizedSuperLawyers2014
      RecognizedSuperLawyers2013
      RecognizedSuperLawyers2012
      RecognizedSuperLawyers2011
      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
      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
      Temple Beth ElBoard of Trustees2001 - 2005
      Jewish Federation of Lee and Charlotte CountiesBoard of Trustees1994 - 1998
      Publications
      Publication nameTitleDate
      Trusts & Estates MagazineThe Commoditization Trap2016
      Trusts & Estates MagazineFrom Data to Wisdom2016
      Trusts & Estates MagazineIdentifying an A+ Client2016
      Trusts & Estates MagazineThe Initial Client Meeting2016
      Trusts & Estates MagazineClient Value Creation2016
      Trusts & Estates MagazineYour Law Practice as Theatre2016
      Trusts & Estates MagazineBuilding Your Team2016
      BookCommon Cents Estate Planning2015
      BookLegal Matters When a Loved One Dies2015
      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 nameDegreeGraduated
      University of Florida, Fredric G. Levin College of LawJD - Juris Doctor1989
      University of FloridaBS - 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

      Reviews

      (3)
      5 Star
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      4 Star
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      Review Craig Hersch

      Craig is an extremely well qualified and dedicated estate planning lawyer.

      Posted by

      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.
      This review is from a person who hired this attorney.
      Hired attorney

      Exceptional Estate Tax Attorney

      Posted by

      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.

      Craig Hersch estate planning attorney review

      Posted by

      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.

      Attorney endorsements

      (1)
      Are you an attorney? Endorse this lawyer

      Stuart Morris, Estate planning Attorney on Oct 5, 2010
      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.

      Cost

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        • Free Consultation Some lawyers offer a free consultation to help determine whether their services are right for your legal needs
          30 minutes
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