Ocala Estate Planning, Trusts & Florida Probate Counsel

Strategic Estate Planning & Asset Protection

A well-structured estate plan does more than distribute property—it establishes legal safeguards to manage your business interests, real estate holdings, and personal wealth without interruption or court interference.

At Ocala Esquire • Ocala Equine, Esq., Attorney Jorge E. Sevilla designs tailored estate structures that protect Marion County families, domestic founders, and international property owners:

• Revocable & Irrevocable Living Trusts: Protect your privacy, bypass the public probate process, and maintain strict control over how, when, and to whom your assets transfer.

• Last Will and Testament & Pour-Over Wills: Establish a clear foundation for guardianship of minor children, specific asset bequests, and seamless alignment with existing trust structures.

• Statutory Equine & Animal Care Trusts (Fla. Stat. § 736.0408): Ensure your horses, livestock, and companion animals receive continuous, legally binding oversight, qualified caregivers, and allocated funding in the event of your disability or death.

• Durable Financial Powers of Attorney: Authorize trusted fiduciaries to manage your business operations, banking, real estate, and equestrian facilities without delay if unexpected incapacity occurs.

• Healthcare Surrogates & Advance Directives: Articulate precise medical directives, living wills, and HIPAA authorizations to ensure your medical decisions are executed according to your values.

  Asesoría Testamentaria y Planificación Sucesoria (English & Español)

  Guiamos a ejecutores, herederos e inversionistas internacionales a través de los juzgados testamentarios de Florida, garantizando que el patrimonio familiar y los bienes raíces se transfieran con seguridad jurídica y sin barreras idiomáticas.

Florida Probate Administration: Clear, Bilingual Counsel

Administering an estate after losing a loved one can be legally taxing—particularly when navigating Florida’s strict statutory deadlines, out-of-state assets, or non-English legal documents. We represent personal representatives (executors), surviving spouses, and beneficiaries through every phase of the Florida probate court process with full bilingual (English & Español) representation.

• Formal Administration: Comprehensive guidance through Florida’s standard probate process for estates exceeding $75,000 in non-exempt assets or where ongoing estate litigation or creditor management is required.

• Summary Administration: Expedited, cost-effective probate administration for estates under statutory valuation thresholds or where the decedent passed more than two years prior.

• Ancillary Probate for Out-of-State & Foreign Owners: Streamlining Florida probate proceedings for non-resident decedents who held real estate, farmland, or equine interests in Marion County.

• Equine, Farm & Commercial Asset Valuation: Accurately inventorying and appraising complex non-liquid holdings—including bloodstock, farm machinery, agricultural leases, and real property—for court accounting and estate tax positioning.

• Statutory Creditor Resolution: Formally managing the three-month statutory creditor notice period under the Florida Probate Code to resolve claims and protect the remaining estate for lawful distribution to heirs.

Protecting Agricultural Acreage, Equine Continuity & Family Legacies

In the Horse Capital of the World, estate planning requires an attorney who understands how Florida property law, agricultural tax classifications, and high-value livestock management intersect. Standard boilerplate wills often overlook the catastrophic consequences of operational pauses, frozen farm operating accounts, and disputed horse ownership.

We advise farm proprietors, commercial breeders, and property owners across Marion and surrounding counties on:

• Property Deeds: Coordinating deed transfers with county property appraisers to preserve agricultural exemptions and minimize transfer taxes.

• Equestrian Succession & Bloodstock Continuity: Establishing clear operational transitions for breeding, boarding, and training operations to ensure continuous barn management, veterinary care, and syndication stability across generations.

• Homestead Exemption Protections: Structuring trust and title documents to maintain Florida’s constitutional homestead protections against creditors and real estate reassessments.