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For more than 30 years, Dana Pickard has advised individuals on estate and trust planning, including 25 years in Florida. He counsels on all aspects of wealth transfer by lifetime gift and death-time bequest. In addition, Dana also focuses on:
Advising residents of high-tax states on changing residency to Florida
Planning and administering multistate estates and trusts
Charitable planning
Estate planning with substantial retirement benefits
Advising on Florida Spousal Elective Share rights
Planning with Florida homesteads
After law school, Dana worked in the trust division of a Providence bank.
Rhode Island Foundation, Professional Advisory Council, Past Member
Palm Beach County Literacy Coalition, Past President
Palm Beach County Cultural Council, Past Member
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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.