Kelly Catoe
Estate Planning, Probate and Trust Administration, Special Needs Trusts, Guardianships, Personal Injury.
Education:
University of Florida, B.S., Business Administration – Finance; University of Florida, Masters in International Business Stetson University College of Law, J.D.
Member:
The Florida Bar; Real Property, Probate, and Trust Law Section Hillsborough County Bar Association
Biography:
Kelly concentrates her practice in the areas of estate planning, special needs trusts, trust, probate, and guardianship administration. She has extensive experience representing professionals, executives, business owners, retired individuals, and families in developing, implementing, and managing sophisticated estate plans. Kelly assists clients in developing comprehensive strategies which achieve their diverse wealth preservation and succession planning goals, including estate and gift tax planning and asset protection.
In addition, Kelly advises families with special needs loved ones regarding estate planning documents best suited for the lifetime management of funds, while maintaining eligibility for government benefits. She appears in Probate Court to represent individuals and families in guardianship proceedings and for estate administration matters. Kelly is also assisting in the representation of clients who have either been harmed or have a family member that has been harmed by the use of opioid painkillers, a matter that is personal to her after losing a childhood friend due to an accidental overdose of these dangerous drugs.
*To become a board certified specialist, the Bar requires that a lawyer pass a written examination in the specialty area, complete approved legal education programs, demonstrate substantial experience in the specialty area, be favorably evaluated as to ability and experience by the judges and other lawyers, and exhibit outstanding character, ethics, and reputation for professionalism.
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