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.
Free consultation (30 minutes)
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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.
Stuart Morris Estate planning Attorney
Relationship: Worked together on matter
|FL||Member in Good Standing||1989||12/06/2016|
|Award name||Grantor||Date granted|
|National Xpert||Trusts & Estates Magazine||2016|
|Recognized||Florida Super Lawyers||2010|
|Recognized||Florida Super Lawyers||2009|
|Distinguished Lawyer||Worth Magazine||2009|
|Board Certified Wills, Trusts & Estates Attorney||Florida Bar Board of Legal Specialization and Education||1996|
|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|
|Association name||Position name||Duration|
|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|
|Trusts & Estates Magazine||The Commoditization Trap||2016|
|Trusts & Estates Magazine||From Data to Wisdom||2016|
|Trusts & Estates Magazine||Identifying an A+ Client||2016|
|Trusts & Estates Magazine||The Initial Client Meeting||2016|
|Trusts & Estates Magazine||Client Value Creation||2016|
|Trusts & Estates Magazine||Your Law Practice as Theatre||2016|
|Trusts & Estates Magazine||Building Your Team||2016|
|Book||Common Cents Estate Planning||2015|
|Book||Legal Matters When a Loved One Dies||2015|
|The Island Sun||Family Legacy Estate Planning||2010|
|Wealthcounsel||Estate Planning Strategies: Collective Wisdom, Proven Techniques||2009|
|Trusts & Estates||IRS Okays Turning Total Return on Its Head||2007|
|Florida Medical Business Journal||Florida Homestead Subject to Attack by Creditors||2005|
|The Florida Bar Journal||So This Isn't Work - When a Wage Isn't Protected||2003|
|University of Florida, Fredric G. Levin College of Law||Law||JD - Juris Doctor||1989|
|University of Florida||Accounting||BS - Bachelor of Science||1986|
|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|