Dana M. Fragakis
FLORIDA WILLS & TRUSTS LAW
https://www.flwillsandtrustslaw.com
Areas of Focus: Life and Legacy Planning, Kids Protection Planning, Estate Administration
Licensed States: Florida, Colorado, New York
What to expect from Dana M. Fragakis
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Dana M. Fragakis
Dana M. Fragakis, J.D., LL.M. Licensed in Florida, New York and Colorado. Dana is a dedicated attorney with a passion for helping individuals and families navigate the complexities of their life and legacy planning.
With a legal career spanning over two decades, Dana has established herself as a trusted advocate and counselor in her field. Known for her empathetic and collaborative approach to planning, Dana customarily works with her clients’ team of advisors to ensure that each client’s comprehensive planning goals and objectives are developed and result in a legacy plan that integrates into their overall financial, tax and charitable plan.
Her practice includes estate planning, wealth preservation, entity structuring, taxation, special needs planning, and probate and trust administration. Before attending law school, Dana dedicated her life to victims of crimes as a victim advocate for Palm Beach County Victim Services and, as a domestic violence victim advocate for the Palm Beach County State Attorney Office. Dana continued her work as a victim advocate while attending law school before becoming an Assistant State Attorney for a short time, prosecuting domestic violence perpetrators.
Dana graduated from The Florida State University with a Bachelor of Arts, from Nova Southeastern University with a Juris Doctor and from The University of Florida with a Master of Law in Taxation. She also had the privilege of serving the people of Palm Beach County as a County Court Judge until 2018.
Dana currently serves as a trustee on the West Palm Beach Police Pension Fund which is responsible for the general administration of the assets under management (approximately $500 Million) and the proper operation of the pension fund pursuant to the Special Acts of the State of Florida.
She also proudly serves on the Board of Directors of SafeSpace, a non-profit organization providing safety and support to thousands of domestic violence victims and their children. Through her work each day, Dana supports charities that are near and dear to her heart, such as SafeSpace, St. Matthew’s House, Molly’s House, Ernie Els – Els for Autism, St. Jude Children’s Hospital, Stephen Siller Tunnel to Towers Foundation, Zoe Loren Make a Difference Foundation, and Big Dog Ranch Rescue.
Her law firm contributes a percentage of every engagement to the charity of the client’s choosing. Dana is married to her husband Chris, a retired police sergeant, for over 30 years. They are parents to their two fur babies, Spartacus, the Shih Tzu, and Matilda, the English Bulldog. She and her family are self-proclaimed epicureans who love to travel.
Testimonials
“Dana and her team run an efficient, first-rate legal practice. As a former Florida attornet, I know what great looks like, and Florida Will and Trusts Law is great!” - Jim Demarest
“Their team was responsive and prompt in filling my requests for 2 Donor Advised Funds to add to my living Trust. Thank you for your great service!” - Lloyd Schiller
“Dana and her team are exceptional. Highly recommend!” - Artie Crawford
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Dana M. Fragakis
Complete the form below to reach out and schedule your 15-minute discovery call.