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Estate
Planning

Every individual is unique. Because of this, we begin our personalized estate planning process for each client by taking the time to understand your unique goals and concerns, what makes your family unique, and what you want to achieve.

Learn More >

Elder Law & Medicaid Planning

We help seniors and their families develop a plan for long term care and Medicaid assistance, as well as VA benefits when available. With the proper legal assistance, you can learn about your care options and protect your estate from being spent down to pay for your nursing home costs.

Learn More >

Probate & Trust Administration

Every estate and trust needs to be administered in a legal, timely and orderly process. If you have recently lost a loved one and are named as the executor or trustee, we are ready to assist you in fulfilling your legal responsibilities.

Asset
Protection

Florida residents have an incredible array of asset protection strategies available to them to protect their estates and business interests from lawsuits and other creditors. We can help you design and implement plans to take maximum advantage of those strategies.

Business, Tax & Charitable Planning

Business owners and charitable individuals have many unique planning needs that are not accounted for in a traditional estate plan.  There are many options and each estate tax plan is different. It is important that the business, tax and charitable planning is coordinated with the estate plan.

Welcome to The Law Office of Stephen D. Dunegan

Hi, I’m Steve Dunegan. I am a small town boy who went to the big city and came back to tell about it. After being born and raised in Winter Garden, I somehow found myself at Cornell University, where I received both my law degree and my MBA. I then was hired by a big law firm in New York City to work in their tax department for 2 years before returning home to raise a family. I spent the next 30 years practicing advanced estate planning and tax law with several of Orlando’s largest law firms, and in 2014 I finally came full circle and opened my office in Winter Garden. Along the way I became Board Certified by the Florida Bar in both Wills, Trusts and Estates and Tax Law.

When you come to our office, you’re going to experience a nice mix of high quality legal work and down home hospitality. While we practice the highest level of estate planning and elder law, you will be treated like family and receive the best possible service we can offer. And if you haven’t visited downtown Winter Garden lately, you are in for a treat. It’s truly the reincarnation of Mayberry, except with a lot more restaurants and ice cream shops. We even have a micro-brewery! So when you or a loved one needs our services, I hope you will consider stopping in to see us.

Estate
Planning

Every individual is unique. Because of this, we begin our personalized estate planning process for each client by taking the time to understand your unique goals and concerns, what makes your family unique, and what you want to achieve.

Learn More >

Elder Law & Medicaid Planning

We help seniors and their families develop a plan for long term care and Medicaid assistance, as well as VA benefits when available. With the proper legal assistance, you can learn about your care options and protect your estate from being spent down to pay for your nursing home costs.

Learn More >

Probate & Trust Administration

Every estate and trust needs to be administered in a legal, timely and orderly process. If you have recently lost a loved one and are named as the executor or trustee, we are ready to assist you in fulfilling your legal responsibilities.

Asset
Protection

Florida residents have an incredible array of asset protection strategies available to them to protect their estates and business interests from lawsuits and other creditors. We can help you design and implement plans to take maximum advantage of those strategies.

Learn More >

Business, Tax & Charitable Planning

Business owners and charitable individuals have many unique planning needs that are not accounted for in a traditional estate plan.  There are many options and each estate tax plan is different. It is important that the business, tax and charitable planning is coordinated with the estate plan.

Learn More >

Welcome to The Law Office of Stephen D. Dunegan

Hi, I’m Steve Dunegan. I am a small town boy who went to the big city and came back to tell about it. After being born and raised in Winter Garden, I somehow found myself at Cornell University, where I received both my law degree and my MBA. I then was hired by a big law firm in New York City to work in their tax department for 2 years before returning home to raise a family. I spent the next 30 years practicing advanced estate planning and tax law with several of Orlando’s largest law firms, and in 2014 I finally came full circle and opened my office in Winter Garden. Along the way I became Board Certified by the Florida Bar in both Wills, Trusts and Estates and Tax Law.

When you come to our office, you’re going to experience a nice mix of high quality legal work and down home hospitality. While we practice the highest level of estate planning and elder law, you will be treated like family and receive the best possible service we can offer. And if you haven’t visited downtown Winter Garden lately, you are in for a treat. It’s truly the reincarnation of Mayberry, except with a lot more restaurants and ice cream shops. We even have a micro-brewery! So when you or a loved one needs our services, I hope you will consider stopping in to see us.

Latest News

103, 2018

Who May Act As Trustee Or Successor Trustee?

March 1st, 2018|0 Comments

The choice of a trustee is extremely important, and may have tax consequences. You can name almost anyone as your trustee. Unlike the appointment of a personal representative of a probate estate, a trustee does [...]

103, 2018

Who Pays Federal Income Tax On Trust Income?

March 1st, 2018|0 Comments

In most instances, the revocable trust is ignored for federal income tax purposes during the grantor’s lifetime. The income and deductions are reported directly on your individual income tax return. The trust will use your [...]

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