Estate Planning Fundamentals: Will Drafting, Probate, and Guardianship Considerations (2025 Edition)

Joel Krooks | Litman Krooks LLP

Joel Krooks, Esq. is an attorney admitted in the state of New York. He focuses his practice on Elder Law, Special Needs Planning and Estate Administration.

Prior to joining Littman Krooks, LLP, Mr. Krooks worked as an Estate Administrator at Fiduciary Trust Company International handling matters for high net worth individuals. He assisted in all phases of the administration of complex estates and terminating trusts. Mr. Krooks is a member of the Elder Law and Special Needs Section, Trust and Estates Section and Young Lawyers Section of the New York State Bar Association.

Mr. Krooks received his Juris Doctor degree from the Benjamin N. Cardozo School of Law. He received his undergraduate degree from the University of Wisconsin-Madison.

Kimberly Soto | The Soto Law Office, P.A.

Skilled attorney with over 14 years of experience providing personalized representation, legal counsel, advice, resolutions and effective strategies to resolve legal issues in the practice areas of business law, civil litigation, foreclosure, estate planning, family law, guardianship law, probate, immigration, and real estate law.

Ms. Soto’s knowledge, coupled with years of experience, allows her to represent her clients in and out of the courtroom. As a result of her excellent client service, she’s earned Avvo Clients’ Choice Award and Avvo’s 9.0 Top Attorney Rating. In 2018, 2019 and 2020, she was selected as one of Florida’s Super Lawyer Rising Stars – a distinction earned by only 2.5% of attorneys practicing in Florida. She was also a nominee of the ABA Journal Lawyers of Distinction Award, which recognizes excellence in the practice of law.

Session I – Estate Planning and Will Drafting | 1:00pm – 2:00pm

• Drafting estate planning documents
• The importance of Supplemental Needs Trusts
• Gathering important information from clients

Break | 2:00pm – 2:10pm

Session II – Securing Your Legacy: Estate Planning, Probate, and Guardianship Essentials | 2:10pm – 3:10pm

• Estate planning fundamentals
• Navigating probate in Florida
• Guardianship and legal directives
• Avoiding probate and protecting assets