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About me

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

Licensed

  1. Estate Planning: 60%
  2. Probate: 20%
  3. Tax: 20%

Payment

Fees:

Free consultation (30 minutes)

Payment types:

Check, Credit card

Attorney endorsements

1 total 

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  • Stuart Richard Morris

    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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    Stuart Morris Estate planning Attorney
    Relationship: Worked together on matter

Contact info

Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A.

9100 College Pointe Court
Fort Myers, FL, 33919

Resume

License
StateStatusAcquiredUpdated
DCActive 201607/06/2016
FLMember in Good Standing198906/19/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
National XpertTrusts & Estates Magazine2016
RecognziedSuperLawyers2016
RecognziedSuperLawyers2015
RecognizedSuperLawyers2014
RecognizedSuperLawyers2013
RecognizedSuperLawyers2012
RecognizedSuperLawyers2011
RecognizedFlorida Super Lawyers2010
RecognizedFlorida Super Lawyers2009
Distinguished LawyerWorth Magazine2009
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 nameMajorDegreeGraduated
University of Florida, Fredric G. Levin College of LawLawJD - Juris Doctor1989
University of FloridaAccountingBS - 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