SMALL ENOUGH TO CARE, BIG ENOUGH TO SECURE YOUR LEGACY

an Expert Counsel for High-Net-Worth Individuals.

In this dynamic world of complex financial landscapes and intricate legal frameworks, securing your legacy and protecting your assets demands more than just legal expertise—it requires a trusted partner who understands the nuances of high-net-worth estate planning.

INNNOVATIVE, CLIENT INVESTED, RESULT ORIENTED

Crafting Your Legacy, Securing Your Future

When it comes to complex estate, gift, and generation-skipping transfer (GST) tax planning issues, you can count on us to complete every task with thoroughness, integrity and your best interest in mind.

OUR SERVICES

WHAT WE OFFER

ESTATE PLANNING

Crafting wills, trusts, financial powers of attorney, and healthcare directives to secure your legacy and protect your assets.

BUSINESS ENTITY GOVERNANCE & FORMATION

Drafting governing documents such as limited liability company (LLC) operating agreements, partnership agreements, and buy-sell agreements, as well as providing counsel on business planning and entity formation.

TAX PLANNING

Advising on complex estate, gift, and generation-skipping transfer (GST) tax planning issues to minimize tax liabilities while achieving your financial goals.

MEET ALAINA N. WALLACE

Expertise in Estate Planning, Tax Law, and Business Governance

Alaina Wallace is a seasoned legal professional specializing in estate planning, tax law, and business governance. With a focus on serving high-net-worth individuals and families, Alaina brings a wealth of experience and expertise to her practice. Known for her meticulous attention to detail and dedication to client satisfaction, she excels in navigating complex legal landscapes with clarity and precision. Whether crafting comprehensive estate plans, providing strategic tax advice, or guiding clients through business entity governance, Alaina is committed to delivering personalized solutions tailored to each client's unique needs and objectives. With a reputation for excellence and a passion for helping others succeed, Alaina is your trusted partner in achieving peace of mind and securing a prosperous future.

OUR RESULTS

WHy choose us

WE LOVE WHAT WE DO

We love what we do. Helping clients succeed brings us joy every day. Our commitment shines in our service, ensuring the best for you

PERSONALIZED SERVICE

With Alaina, you're not just another case file. She takes the time to understand your unique situation, offering tailored guidance and support that's focused on achieving your specific goals.

PROVEN RESULTS, TRUSTED ADVISOR

Alaina's track record speaks for itself. Her dedication to success, attention to detail, and commitment to professionalism make her the reliable choice for navigating complex legal matters and securing your peace of mind.

 

GET IN TOUCH

contact info

PO Box 540481 Orlando, FL 32854

Hours
Monday–Friday
10am–6pm

Phone
(407) 457-1856

Quick Links

Contact Details

PO Box 540481 Orlando, FL 32854

Phone: (407) 457-1856

© 2024 Alaina N. Wallace