Cassidy V. Petersen initially joined the firm in 2011 and has held various positions over the years – beginning as a receptionist, next as an estate planning paralegal, then as our firm administrator, and now as an attorney. Ms. Petersen focuses her practice in estate planning, business succession planning, probate, trust administration, Medicaid planning, VA planning, guardianship, and special needs planning.

Ms. Petersen welcomes the opportunity to discuss your estate planning, health care, and elder law concerns in order to help you develop a comprehensive and personalized plan. By planning for the future while you are healthy and able, you give yourself and your loved ones’ security when illness or tragedy does strike. Advanced preparation of estate, health care, and elder law documents is an invaluable investment in your quality of life and peace of mind. Ms. Petersen works hard to earn the trust and respect of her clients by educating them on technical aspects of the law in an understandable manner. She assists clients in planning for the possibility of disability, incapacity, home health care, assisted living and/or nursing home placement, and enables them to avoid impoverishment caused by the escalating cost of long-term care.

Ms. Petersen, a Melbourne native, graduated from Melbourne High School in 2011. She earned her Bachelor of Science (B.S.) in Business Management, graduating cum laude, from Florida Gulf Coast University in 2014. Ms. Petersen received her Juris Doctor (J.D.), cum laude, from Stetson University College of Law in 2018, where she graduated among the top 10% of her class. Ms. Petersen chose to attend Stetson for its Elder Law Concentration Program. Additionally, Ms. Petersen obtained her Master of Business Administration (M.B.A.) from Stetson University in 2018.

While in law school, Ms. Petersen was a Teaching Assistant (TA) for Trusts & Estates, gained experience as a law clerk for Raymond James Trust Department, worked for a prominent elder law firm in Clearwater, FL, held a law clerk position at an international recruitment and consulting company, worked as a student associate for LexisNexis (one of the leading legal research companies), and she was an associate editor of the Journal of International Aging Law & Policy. She was also the recipient of the Melvyn Trute, P.A. Trust Award, which is provided to one law student each year who has shown excellence in the area of trusts and estates both inside and outside of the classroom.

She is a founding member of the National Alliance of Attorneys for Alzheimer’s Planning (N3AP), a member of the Vassar B. Carlton American Inn of Court, and a member of the Brevard County Bar Association.

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HOW WE CAN HELP

As you approach the issues of aging, are you feeling overwhelmed or confused? It could be about planning your estate, protecting your assets, paying for mom’s Alzheimer’s disease, planning for incapacity, minimizing inheritance taxes, or maximizing an inheritance or legacy for your loved ones. These are areas that we specialize in and help clients solve on a daily basis. After someone passes away, we can assist the family in administering their affairs in an efficient manner. Utilize our 30 years of education, experience, and results by calling our office or using the contact us form below. We will come up with a personalized plan and help execute it. Why continue to worry and lose money while delaying a resolution? Meet with one of our experienced attorneys and get the peace of mind that you deserve.

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