Natalie Roberts is the owner and sole practitioner at Flagship Law, in Tampa, Florida, which she founded in January 2017. Natalie focuses her practice in the areas of tax law, business tax and estate planning. Natalie works closely with her clients to create fully integrated estate plans, reflecting client values and wishes. Her estate plans address client goals and objectives, any currently existing arrangements, real estate, insurance, bank accounts, retirement accounts and investment accounts. Considerations of asset protection and taxation are fundamental. To implement an estate plan, she drafts legal instruments, including wills, trusts, designations of health care surrogate, powers of attorney, living wills, and pet trusts. Her planning strategies may include use of LLCs, limited partnerships, individual trusts, marital trusts (QTIPs), credit shelter trusts, family (so-called "dynasty") trusts, intentionally defective grantor trusts, charitable lead and remainder trusts, insurance trusts, and grantor retained annuity trusts. Read more about Natalie here.
Natalie will be speaking about her personal experience with Collaborative Divorce, working with Ron Ousky and Stu Webb. She will also be presenting the overlaps between Tax Law, Estate Planning, and Divorce Law., including how we can work together for the best outcome for the client.