Craig Robert Hersch

PRO

Craig Robert Hersch

5.0
Rating: 10.0

Licensed for 36 years

Estate planning Lawyer at Fort Myers, FL
Practice Areas: Estate Planning, Probate, Tax

9100 College Pointe Court, Fort Myers, FL

Virtual Consultation Available

Free Consultation

About Craig

Biography

Practice Areas

3

Practice Areas

Estate Planning 60%

wills, trusts and estates, personal and professional tax planning, including the drafting and implementation of estate plans including asset protection planning.

60%
Probate 20%

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

20%
Tax 20%

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

20%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Check
  • Credit Card

Awards

Silver Client Champion
AV Preeminent Peer Review Rating

Licenses

Licensed in District of Columbia for 9 years

State: District of Columbia

Acquired: 2016

Good Standing

No misconduct found

Licensed in Florida for 36 years

State: Florida

Acquired: 1989

Member in Good Standing

No misconduct found

Location

Sheppard Law Firm

9100 College Pointe Court, Fort Myers, FL, 33919

sbshlaw.com/craig-r-hersch/

Craig Robert Hersch's Reviews

Avvo Review Score

5.0 /5.0

3 Client Reviews

5 star (3)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Alan | November 19, 2015 | Hired Attorney

This review is from a person who hired this 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.

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.

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 i...n 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.

See All Client Reviews

Craig Robert Hersch's Lawyer Endorsements

Endorse Craig
Stuart Richard Morris headshot
Stuart Morris

Estate planning lawyer | 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."

View All Endorsements
Alan Scott Gassman headshot
Alan Gassman

Estate planning lawyer

Stuart Richard Morris headshot
Stuart Morris

Estate planning lawyer

Experience

Rating:  10.0 (Superb)

Honors

2025

Super Lawyer, Super Lawyers

2024

Super Lawyer, Super Lawyers

2023

Super Lawyer, Super Lawyers

2022

Super Lawyer, Super Lawyers

2021

Super Lawyer, Super Lawyers

2020

Super Lawyer, Super Lawyers

2019

Super Lawyer, Super Lawyers

2018

Super Lawyer, Super Lawyers

2017

Super Lawyer, Super Lawyers

2016

Recognzied, SuperLawyers

2016

National Xpert, Trusts & Estates Magazine

2016

Super Lawyer, Super Lawyers

2015

Recognzied, SuperLawyers

2015

Super Lawyer, Super Lawyers

2014

Recognized, SuperLawyers

2014

Super Lawyer, Super Lawyers

2013

Recognized, SuperLawyers

2013

Super Lawyer, Super Lawyers

2012

Recognized, SuperLawyers

2012

Super Lawyer, Super Lawyers

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

Work Experience

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

Associations

1992 - Present

Florida Institute of Certified Public Accountants

CPA

1992 - Present

American Institute of Certified Public Accountants

Member

1989 - Present

Florida Bar

Real Property Probate & Trust Law Section

1989 - Present

Florida Bar

Taxation Section

2001 - 2005

Temple Beth El

Board of Trustees

1994 - 1998

Jewish Federation of Lee and Charlotte Counties

Board of Trustees

Education

1989

University of Florida, Fredric G. Levin College of Law

JD - Juris Doctor

1986

University of Florida

BS - Bachelor of Science

Speaking Engagements

2010

Legacy Foundation Speaker Series

Florida Estate Planning 2010 Update

2010

Judge's Brown Bag Forum

Designated Representative Under the New Florida Trust Code

2007

Creative Estate Planning Ideas

Converting Income Trusts to Total Return Trusts

Publications

2016

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

2010

2005

Florida Medical Business Journal Florida Homestead Subject to Attack by Creditors

Languages

English

Activity

Avvo Rating

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Avvo Rating Levels
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