Overview
Norma Stanley is a shareholder, is board certified in Wills, Trusts & Estates by The Florida Bar and holds a Master of Laws in Taxation. She advises clients on estate planning, federal tax, probate, trust administration, guardianships and elder law.
With more than 25 years of legal experience in wealth transfer, business succession, sophisticated tax, trust and estate planning, estate and trust administration and family office creation, Norma represents a myriad of clients, including high net worth individuals and their families, beneficiaries of trusts and estates, trustees and small business owners.
In addition to providing estate planning, including complex estate planning for high net worth individuals, planning for moderately wealthy individuals, and basic planning for modest, non-taxable estates, Norma also provides estate planning services such as estate, gift and generation skipping transfer tax planning, including family office planning, irrevocable trust planning, grantor retained annuity trusts planning, sales to defective grantor trust planning, qualified personal residence trust planning and charitable planning, including charitable trusts and private foundations, family limited partnerships, business succession planning and asset protection planning.
Norma offers probate and estate administration services which include formal administration and summary (small estate) administration and the preparation and filing of federal estate tax returns (Form 706). Trust administration services include wealth transfer management, trust modifications and providing advice to trustees and other fiduciaries as well as representation of trust beneficiaries.
Additional related services include federal estate and gift tax audit representation and preparation and filing of applications for recognition of exemption related to private foundations (Form 1023).
News & Insights
News
Recognition
Recognition
- Martindale-Hubbell AV Preeminent Peer Review Rated
- Awesome Attorneys, Orlando Family Magazine, Trusts and Estates Law, 2023, 2025
- Legal Elite Notable Women in Law, Florida Trend, 2024
- The Best Lawyers in America guide, Trusts and Estates, 2009-2025; Elder Law, 2009-2025
- The Best Lawyers in America guide, Orlando Lawyer of the Year in Elder Law, 2021, 2024
- Florida Super Lawyers, 2011-2022
- Five Star Wealth Manager, 2011, 2012
- Top 100 Attorneys, Worth Magazine, 2009
- Cambridge Who's Who Among Executive and Professional Women, Honors Edition, 2007-2008
- Continental Who's Who Registry, Legal Section, 2007
- Madison Who's Who Among Executive and Professionals, Honors Edition, 2006-2007
Community & Civic
Community Activities
- Florida Executive Women, past President
- Leadership Orlando, Class 49
Professional Certifications & Memberships
- Board Certified: Wills, Trusts and Estates
- Meritas Law Firms Worldwide, Board of Directors, 2019-2022
- Meritas Law Firms Worldwide, Chair, Global Private Client Practice Group
- Meritas Law Firms Worldwide, former Chair, Business Development Committee, 2019-2022
- The Florida Bar, Board of Legal Specialization & Education
- The Florida Bar, Ethics Committee
- Past Chair, The Florida Bar, Wills, Trusts and Estates Certification Committee
- Central Florida Estate Planning Council
- Central Florida Association of Women Lawyers
- Orange County Bar Association
- American Bar Association
- National Academy of Elder Law Attorneys
- Academy of Florida Elder Law Attorneys
- Alabama State Bar Association
Practices & Industries
Admissions
- Alabama
- Florida
- U.S. Tax Court
Education
- University of Florida Levin College of Law, LL.M in Taxation, 1991
- The University of Alabama School of Law, J.D., 1986
- Florida State University, B.S., 1982; Accounting