|FL||Member in Good Standing||1989||01/29/2017|
|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|
Posted by Alan
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.
Posted by Exceptional Estate Planning 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.
Posted by anonymous
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.
Stuart Morris, Estate planning Attorney
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.
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