ATTORNEYS & STAFF

 

W. DENIS SHELLEY

 

Denis has been providing legal counseling to help clients plan well for their families since 1979.  He first joined his father in the practice of law and over the years, their firm evolved into Legacy Estate Planners.  His focus is on estate planning involving wills, revocable and irrevocable trusts, charitable trusts, life insurance trusts and related planning strategies.  Licensed in 1974 as a Certified Public Accountant, he uses this knowledge and experience to advise clients on estate and income tax planning to minimize or avoid their impact on his clients and their families.  He also encourages clients to integrate asset protection into their planning when appropriate and reasonable.

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ROBERT M. HOLLAND

 

Bob is from Monmouth County, New Jersey and was raised in the house where his father was born. He graduated from Boston University School of Law with a Juris Doctorate degree and was admitted to the New Jersey Bar. For the next 20 years he was the managing partner of a transactional law firm, which focused on real property, zoning, estate planning and probate. He also served for 3 years as a Judge of the New Jersey State Division of Tax Appeals. He was admitted to the Florida Bar in 1992 and has been a partner in the law firm of Legacy Estate Planners since 1998. His law practice today is devoted to serving clients by providing counseling and planning designed to address and preserve the values and unique goals of each client family.

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Troy Egeberg

Office Manager / Estate and Trust Paralegal

is a native of  Daytona Beach,  Florida and joined Legacy Estate Planners in 1996 as a Legal Assistant.  She has since become a Florida  registered Paralegal working primarily in Estate and Trust Administration.  Her work experience and wealth of knowledge in Probate Administration as also allowed her to be a resource for other law firms and paralegals.  Troy is not just a detailed person she is a people person, a legal“Florence Nightingale” to our clients.  Troy  is married to Joseph Egeberg and they have two beautiful daughters.

 

 

Rachelle Couture

Estate Planning and Funding Coordinator

moved from California to Daytona Beach in 2001 and joined Legacy Estate Planners in 2005.  Rachelle may well be the first welcoming face you will see when you enter our office. She is very good at multi-tasking which her job often demands. She works closely with our estate planning clients beginning with client interviews to gather important information needed in the planning process. Good planning always involves funding and Rachelle assists our clients to insure this is done properly.  Please feel free to call on her for assistance.

 

 

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