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Cummings & Lockwood LLCPrincipal
Bonie S. Montalvo
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Bonie S. Montalvo

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8000 Health Center Boulevard, Suite 300, Bonita Springs, FL 34135

Private Clients Group and Wills, Trusts and Estate Planning

About Bonie S. Montalvo

Bonie S. Montalvo is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the Bonita Springs office. Bonie focuses her practice on estate planning, tax planning and estate and trust administration.

Bonie guides clients throughout the estate planning process and works closely with them to create comprehensive estate plans tailored to meet their personal objectives in a tax efficient manner. Bonie drafts sophisticated estate plans for her clients, including, but not limited to, Revocable Trusts, Last Will and Testaments, Powers of Attorney, Advance Medical Directives, Living Wills and various types of Irrevocable Trusts. She also advises clients on a variety of trust and estate matters, including estate and gift tax planning, generational estate planning, planning for blended families, trustee requirements and beneficiary rights.

Bonie also works closely with clients in the estate administration process. She continuously represents clients in these matters and guides them in all aspects of Florida’s probate and trust administration process.

Proficient in Spanish, Bonie meets with both English and Spanish speaking clients to counsel them through various matters relating to estate planning and estate and trust administration.

Professional Recognition

• Florida Super Lawyers, Rising Star, 2022 - Present

• The Best Lawyers in America, 'Ones to Watch', 2021 - Present

Civic and Philanthropic Activity

• New Horizons of Southwest Florida, Board Member, 2019 - Present

• Collier County Legal Aid, Legal Aid Attorney of the Month, March 2018

• CCBA Young Lawyers, Member

News & Press Releases

• Bonita Springs Office - 2023 Best Lawyers in America and Ones to Watch

 

Bonie S. Montalvo (Bonita Springs, Florida) View website

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Services

Areas of Law

  • Other 2
    • Private Clients Group
    • Wills, Trusts and Estate Planning

Practice Details

Experience

  • Bar Admission & Memberships
    Admissions
    2016, Florida
    Memberships

    Professional Organizations

    •Florida Bar Association, Member
    •Collier County Bar Association, Trusts & Estates Section, Young Lawyers Section, Member
    •Collier County Women's Bar Association, Member
    •Florida Gulf Coast University Alumni Association, Board Member

  • Education & Certifications
    Law School
    University of Florida Levin College of Law
    Class of 2016
    J.D.
    cum laude

    University of Florida Levin College of Law
    Class of 2017
    LL.M
    Taxation, cum laude
    Other Education
    Florida Gulf Coast University
    Class of 2013
    B.A
    Political Science

    Florida Gulf Coast University
    Class of 2013
    B.S.
    Legal Studies, magna cum laude

Contact Bonie S. Montalvo

Principal at Cummings & Lockwood LLC
Not yet reviewed

The Brooks Grand Plaza8000 Health Center Boulevard, Suite 300Bonita Springs, FL 34135U.S.A.

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Fax: 239.430.3370

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Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    Bonie S. Montalvo was admitted in 2016 to the State of Florida.
  • Does this attorney speak any other languages?
    Bonie S. Montalvo speaks Spanish.
  • What law school did this attorney attend?
    Bonie S. Montalvo attended University of Florida Levin College of Law and University of Florida Levin College of Law.
  • What year was this attorney's law firm established?
    Cummings & Lockwood LLC was established in 1909.

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