Business Details
50+ Years
experience
Trusted Tax & Estate Planning Lawyers in Florida
Daily, Montfort & Toups is a Florida-based law firm specializing in tax law, estate planning, and elder law. With over 50 years of combined experience, our attorneys provide expert legal guidance to individuals and businesses facing complex tax disputes, IRS audits, Medicaid planning, and asset protection challenges. We prioritize personalized service, offering free consultations to help clients navigate probate, business succession, and trust administration.Our team is dedicated to resolving high-stakes tax matters, including payroll tax liabilities, unfiled returns, and innocent spouse relief, while emphasizing proactive estate planning to safeguard assets and ensure seamless wealth transfer. Recognized for our authoritative approach, we combine decades of experience with a commitment to client education and advocacy.
Services
Tax Law Services
Estate Planning
Probate Services
IRS Audit Defense
Asset Protection
Medicaid Planning
Trust Administration
Payroll Tax Matters
Innocent Spouse Relief
Business Succession Planning
Details
- Year established: 1972
Highlights and features
- We offer over 50 years of combined experience in tax and estate law.
- Our team specializes in IRS audit defense and complex tax appeals.
- We provide personalized Medicaid planning to preserve seniors' assets.
- Our estate planning strategies bypass costly probate procedures.
- We represent clients in high-dollar tax cases with national expertise.
What people say
Saved my business from tax collapse
Excellent guidance during audit
Professional and thorough estate planning
Knowledgeable in Medicaid asset protection
Responsive and client-focused approach
Services
Tax Law Services
Our tax law services specialize in resolving IRS audits, appeals, and high-dollar tax disputes. With decades of experience, we negotiate payment plans, reduce penalties, and defend clients against payroll tax liabilities. Our team represents businesses and individuals in unfiled returns, innocent spouse relief, and offshore disclosure cases, combining aggressive advocacy with strategic compliance solutions tailored to each client's financial situation.
Estate Planning
We create comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include trust administration, business succession planning, and incapacity directives. Our strategies minimize probate costs while addressing beneficiaries' needs. By integrating Medicaid planning and asset preservation, we help clients safeguard inheritances and maintain control over healthcare and financial decisions through tailored legal frameworks.
Probate Services
Our probate services guide executors through Florida's court processes for asset distribution. We handle formal and summary administrations, creditor claims, and will contests. By leveraging trusts and beneficiary designations, we help clients avoid probate entirely. When litigation arises, our attorneys provide clear guidance on personal representative duties, tax implications, and dispute resolution to protect estates from unnecessary delays and costs.
Asset Protection
We design asset protection plans using Florida's legal tools like homestead exemptions, LLCs, and irrevocable trusts. Our strategies shield clients from creditor claims, Medicaid recovery, and lawsuit risks while maintaining compliance. By integrating estate planning, we ensure protection during life and efficient transfer to beneficiaries, balancing immediate financial needs with long-term security for individuals and business owners.
Medicaid Planning
Our Medicaid planning helps seniors qualify for nursing home benefits while preserving assets. We navigate complex eligibility rules, implement trust structures, and coordinate with estate plans to protect inheritances. Services include spend-down strategies, penalty period calculations, and appeals for denied applications, ensuring clients receive necessary care without exhausting life savings through legally compliant approaches.
People
Frederick W Daily III
Tax Attorney
With over 50 years of experience, Frederick W Daily III specialized in IRS audit defense and tax controversy resolution. His expertise in high-stakes cases helped businesses and individuals navigate complex tax liabilities before his retirement.
Bishop L. Toups
Estate Planning Attorney
Bishop L. Toups focuses on estate planning and elder law in Southwest Florida. He specializes in trust administration and asset protection strategies to help clients secure their financial futures.
Kerven Montfort
Probate Attorney
Kerven Montfort practices probate and estate planning in the Tampa Bay area. He assists clients with wills, trust creation, and navigating Florida's probate court procedures efficiently.
Terrence A. Gorman
Of Counsel
Terrence A. Gorman provides estate planning and probate services in Central and Northeast Florida. His practice focuses on creating customized solutions for asset distribution and incapacity planning.
Questions
How can I avoid probate in Florida?
Proper estate planning using trusts, beneficiary designations, and joint ownership structures can bypass Florida's probate process, saving time and legal fees.
What happens during an IRS tax audit?
The IRS examines your tax records to verify accuracy. Our attorneys prepare documentation, represent clients during audits, and negotiate resolutions to minimize liabilities.
How does Medicaid planning protect assets?
Medicaid planning uses legal tools like irrevocable trusts and annuities to meet eligibility requirements while preserving assets for beneficiaries.
Can I handle tax debt without professional help?
While possible, complex cases involving liens, levies, or criminal investigations require experienced attorneys to negotiate favorable outcomes and ensure compliance.
What's included in a comprehensive estate plan?
A complete estate plan includes wills, trusts, power of attorney documents, healthcare directives, and strategies to minimize taxes and probate costs.
