Monica V. Lyons (Bonita Springs, Florida)
Monica V. Lyons (Bonita Springs, Florida)

Monica V. Lyons

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Credit cards accepted

Licensed for 24 years

Serving Bonita Springs, FL (view address)

Monica V. Lyons

Credit cards accepted

Serving Bonita Springs, FL (view address)

About Monica V. Lyons

Monica focuses her practice on preparing wills, revocable trusts and irrevocable life insurance and dynasty trusts. As part of the estate planning process she reviews the title to her clients' assets to ensure their estate plans will function properly and to determine if assets should be re-titled or transferred to maximize tax and creditor protection. She regularly helps clients change their domicile to Florida, and reviews and if necessary, revise their existing documents to make them more compatible with Florida law. Often this involves simple but vital changes to existing "out of state" estate plans. Monica has extensive experience working with high-net worth families and creating or integrating their… Read more
Monica focuses her practice on preparing wills, revocable trusts and irrevocable life insurance and dynasty trusts. As part of the estate planning process she reviews the title to her clients' assets to ensure their estate plans will function properly and to determine if assets should be re-titled or transferred to maximize tax and creditor protection. She regularly helps clients change their domicile to Florida, and reviews and if necessary, revise their existing documents to make them more compatible with Florida law. Often this involves simple but vital changes to existing "out of state" estate plans. Monica has extensive experience working with high-net worth families and creating or integrating their business succession documents, such as partnership and shareholder agreements, with their estate plans. She realizes the importance of insulating family wealth from exposure to predatory claimants. The other primary focus of her practice is to represent business owners by forming limited liability companies, partnerships and corporations and preparing ownership agreements such as partnership and operating agreements. When preparing estate tax returns and administering trusts and estates, Monica incorporates post-mortem tax strategies and elections to fully implement the estate plan or to salvage wealth when a proper plan was not in place. Monica is board certified by the Florida Bar in Wills, Trusts and Estates. Monica served as in-house counsel at Shands Teaching Hospital and Clinics, Inc. and has formed and represented a number of exempt organizations, including private foundations and public charities. She has served on the boards of various charitable organizations, including Agape Village and the Shepherd's Center and is the former chairman of the Easter Seals Advisory Council for Altrusa House. Monica frequently lectures in the area of estate planning, asset protection, and exempt organizations. She currently lives in Naples, Florida.

Practice areas:

·Estate planning

·Asset protection

·Corporate and partnership taxation

·Charitable tax planning

·Probate and trust administration

Education:

·LL.M. in Taxation, University of Florida, 1996

·J.D., with honors, University of Florida, 1995

·B.S. in Accounting, University of Central Florida, magna cum laude, 1992

Awards: University of Florida Book Award in Fiduciary Administration, Children's Law, and Alternate Dispute Resolution, 1995.

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Lyons & Lyons, P.A.

Areas of Law

  • Trusts and Estates
  • Estate Planning
  • Estate Administration
  • Estate Settlements
  • Family Trusts
  • Family Wealth Transfer
  • Fiduciary Law
  • Living Trusts
  • Powers of Attorney
  • Trust Administration
  • Wealth Planning
  • Wealth Preservation

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Legal Community Activity & Contributions


Credentials

Position

Partner

Admission Details

Admitted in 1995, Florida

Law School Attended
University of Florida

Class of 1995
J.D.
with honors

University of Florida
Class of 1996
LL.M.
Taxation

University Attended

University of Central Florida
Class of 1992
B.S.
Accounting, magna cum laude

Associations & Memberships
Lee County Bar Association
The Florida Bar.
Certifications
( Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education )
Credit Cards Accepted
American Express Discover

Location Details

Monica V. Lyons: Partner at Lyons & Lyons, P.A.

Bonita Springs

Waterford Executive Centre27911 Crown Lake Boulevard, Suite 201
Bonita Springs, FL  34135
U.S.A.

Fax:

239-948-1826

Office Hours:

  • Monday 08:30 AM - 05:00 PM
  • Tuesday 08:30 AM - 05:00 PM
  • Wednesday 08:30 AM - 05:00 PM
  • Thursday 08:30 AM - 05:00 PM
  • Friday 08:30 AM - 05:00 PM

Attorney FAQs

What year was this attorney first admitted to the bar?
Monica V. Lyons was admitted in 1995 to the state of Florida.
Does this attorney accept major credit cards?
Yes, Monica V. Lyons will accept American Express and Discover.
How many attorneys are in this law firm?
Lyons & Lyons, P.A. has 3 attorneys at this location.
What law school did this attorney attend?
Monica V. Lyons attended University of Florida and University of Florida.
What year was this attorney's law firm established?
Lyons & Lyons, P.A. was established in 2003.

Contact

Monica V. Lyons (Bonita Springs, Florida)

Monica V. Lyons

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