Craig R. Hersch

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Fort Myers, FL

Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, PA
 | 9100 College Pointe Court, Fort Myers, FL 33919
Phone: 239-334-1141
Fax: 239-334-3965
Selected To Super Lawyers: 2009 - 2020
Licensed Since: 1989
Practice Areas:
  • Estate Planning & Probate (80%),
  • Tax: Consumer (20%)
  • Free Consultation
Attorney Profile

Craig R. Hersch is the senior partner at Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, PA, located in Fort Myers, Florida. Focusing his practice on estate planning, he works with clients throughout the state in combining tax, legal and financial strategies to implement his clients goals and eliminate their dangers. As a measure of his experience and background, Mr. Hersch is a board-certified specialist in Wills, Trusts & Estates by The Florida Bar.

After graduating from the University of Florida in 1986 with a Bachelor of Science in accounting, Mr. Hersch attended the University of Florida College of Law, where he received his Juris Doctor in 1989. He spent three years as an associate with an international accounting firm prior to entering private practice. Admitted to practice in Florida, and the District of Columbia, he is also admitted to practice before the United States Tax Court and the U.S. District Court for the Middle District of Florida.

A member of the board of directors of a privately held trust company, Mr. Hersch has served on several committees of The Florida Bar and the Florida Institute of CPAs. Highly regarded by his peers, he has received an AV Preeminent* rating from Martindale-Hubbell and has been named in the "Top 100 Attorney" list by Worth magazine, and is on Trusts & Estates Magazine's Editorial Advisory Board, and is also a contributing "Xpert" for Practice Development on Trust & Estate magazine's website, wealthmanagement.com. 

Frequently called upon to give presentations on legal and accounting matters at continuing education workshops, Mr. Hersch also participates in the production of videos that help to clarify common estate planning issues and questions. The author of a weekly column on estate planning for a local newspaper, he is an enthusiastic cyclist and triathlete who enjoys spending time with his wife and three children.

*AV Preeminent and BV Distinguished are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories – legal ability and general ethical standards.

 
Practice Areas
  • 80%Estate Planning & Probate
  • 20%Tax
Focus Areas

Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Selections

Selected to Super Lawyers for 12 yearsbottom-image

Super Lawyers: 2009 - 2020

Certificates and Credentials

Florida Bar Board of Legal Specialization

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About Craig Hersch

Admitted: 1989, Florida

Professional Webpage: https://www.sbshlaw.com/craig-r-hersch/

Honors/Awards:

  • Highest Rating attainable by the Independent National Attorney Rating Service, Preeminent - AV Rated Martindale Hubbell Attorney
  • Selected to Worth Magazine's Top 100 Lawyers in the Country, Worth Magazine Top 100 Lawyer

Special Licenses/Certifications:

  • Certified Public Accountant (FL), 1992
  • Florida Bar Board Certification Wills, Trusts & Estates, 1996

Bar/Professional Activity:

  • National Development Expert, The Freedom Practice, 2016
  • Contributing Xpert - Trusts & Estates Magazine Online, 2016
  • Faculty, WealthCounsel Symposium
  • Florida Bar Committee on Asset Protection
  • Member, Trusts & Estates Magazine Editorial Advisory Board, 2018
  • Florida Bar Committee on Trusts & Taxation
  • Board of Directors, Investors' Security Trust Company
  • FICPA Committee on Trusts & Estates

Scholarly Lectures/Writings:

  • estate planning book for clients, Author, Asset Alignment and Your Estate Plan, 2018
  • article for legal, tax and financial industries, Author, The Quid Pro Quo Destroyer, Trusts & Estates Magazine, Legal, Tax And Fianical, 2019
  • article for legal, tax and financial advisors, Author, Bridging the Experience Gap, Trusts & Estates Magazine, Legal, Tax And Financial, 2018
  • article for legal, tax, financial advisors, Author, Hiring and Advertising and Public Relations Firm, Trusts & Estates Magazine, CPA, Financial, Legal, 2018
  • for attorneys, CPAs and financial advisors, Author, How To Create Your Own Podcast Series, Trusts & Estates Magazine, 2017
  • Won Distinguished Authors Award, Author, Marketing the Modern Estate Planning Practice, Trusts & Estates Magazine, Legal, 2017
  • Craig writes an Estate Planning Law Practice Development column  for Trust & Estate magazine's website. His Family Estate & Legacy Program and Estate Settlement Program will be industry transformers in the estate planning arena - and he uses his experience in developing these programs to assist other boutique estate planning practices become value creation monopolies in their respective communities., Idea Exchange Xpert - Practice Development - Trusts & Estates Magazine, National Expert on Estate Planning Law Practice Development, Penton Publishing, 2016
  • Practice development book written for estate plannning attorneys, Author, The Estate Planner's Guide to Practice Development, 2017
  • Estate planning book for clients, Author, Selecting Your Trustee, 2017
  • Book for estate planning clients, Author, The Florida Residency & Estate Planning Guide, 2016
  • Book authored for estate planning clients, Author, Legal Matters When a Loved One Dies, Legal, 2015
  • Presented legal topics to attendees at WealthCounsel Symposium, Faculty, WealthCounsel Symposium, 2018
  • Presented topics to attendees at WealthCounsel Symposium, Faculty, WealthCounsel Symposium, Legal, 2017
  • Co-Author, Chapter on Trust Administrations, Estate Planning Strategies - Collective Wisdom Proven Techniques, 2009
  • Authored article on PLR he obtained for client's benefit from IRS, Author, IRS Okays Turning Total Return on Its Head, Trusts & Estates Magazine, 2007
  • Authors article on Wage Exemption asset protection strategies in Florida Bar Journal, So This Isn't Work, Florida Bar Journal, 2005
  • Authors article relating to protecting homestead from creditors, Florida Homestead Subject to Attack by Creditors, Florida Medical Business Digest, 2006
  • I have written and continue to write a weekly column in a local newspaper on Sanibel and Captiva Islands. The column is entitled "Will Power" and it covers estate planning topics. The name of the newspaper is the Sanibel Island Sun, author, Will Power, Island Sun Sanibel, 2002
  • Author of - Common Cents Estate Planning - a book consisting of a complilation of Craig's articles on estate planning in an easy to read format. For sale on Amazon and Kindle., Author, Common Cents Estate Planning, 2014

Videos:

Educational Background:

  • University of Florida Fischer School of Accounting, 1987
  • University of Florida Fischer School of Accounting, 1986
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Office Location for Craig R. Hersch

9100 College Pointe Court
Fort Myers, FL 33919

Phone: 239-334-1141

Fax: 239-334-3965

Craig R. Hersch:

Last Updated: 4/7/2020

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