Jamie B. Schwinghamer

Shareholder
Naples
850 Park Shore Drive
Trianon Centre, 3rd Floor
Naples, FL 34103
P 239.213.3887
F 239.261.3659
P 239.213.3887 | F 239.261.3659



Overview

Ms. Schwinghamer concentrates her practice in the areas of estate, trust, guardianship and complex commercial litigation. She counsels her clients on a variety of matters including, but not limited to: will and trust contests, disputed estate and trust administrations, trust modification, revocation and termination, surcharge and removal proceedings, elder guardianships, guardianship advocacy, guardianship litigation, business contracts, shareholder and partnership disputes and appeals.  Ms. Schwinghamer regularly represents individual and institutional trustees, personal representatives, guardians and business owners.

Services

Education

  1. University of Miami School of Law, J.D.
    • magna cum laude
  2. Florida Gulf Coast University, B.A., Interdisciplinary Social Science
    • summa cum laude

Credentials

Bar Admissions
  1. Florida
Court Admissions
  1. U.S. District Court, Middle District of Florida
  2. U.S. District Court, Southern District of Florida

Recognitions

  • AV® Preeminent™ rating from Martindale-Hubbell Law Directory
  • Selected as a "Florida Super Lawyers - Rising Star" by Florida Super Lawyers magazine (2009-2019)
  • American College of Trust & Estate Counsel Florida Fellows Institute Graduate (2017)
  • Named in Gulfshore Business Magazine "40 Under 40" (2016)
  • Leadership Collier Foundation, Growing Associates in Naples (GAIN™) Program Graduate (2015)

Affiliations

Professional Affiliations
  • The Florida Bar, Real Property, Probate and Trust Law Section (2006-present)
    • Executive Council at Large Member (2016-present)
    • Probate & Trust Litigation Committee (2015-present)
    • Probate Law & Procedure Committee (2015-present)
    • Guardianship and Power of Attorney Committee (2014-present), Co-Vice Chair (2019-2020)
  • Collier County Bar Association, Board of Directors (2018-2020)
  • Collier County Women’s Bar Association, Board of Directors (2015-present)
    • Vice President and Program Committee Chair (2019-2020)
    • Secretary and and Sponsorship Committee Chair (2017-2019)
    • Special Events Committee Chair (2015-2017)
Community Affiliations
  • Florida Gulf Coast University Planned Giving Advisory Council (2016-present)
  • Champions for Learning™ Classroom Grant Review Committee (2016-2018)
  • Champions for Learning™ Planned Giving Advisory Council (2017-present)
  • Guardian Ad Litem Foundation 20th Judicial Circuit, Director (2014-2016)

Insights

  1. Articles
    The Fiduciary Lawyer-Client Privilege: A Long Road to Confidentiality (Jun 1, 2018)
    The saga of a $24,600,000.00 trustee fee (March 2016)
    Trust protectors: 4th DCA issues decision - Adverse Witness, Collier County Bar Association (April 2015)
    Trust Protectors: The Florida Fourth District Court of Appeal Issues a Trailblazing Decision - Docket (Sarasota Bar Assoc); Bulletin (Dade Bar Assoc.; The Lawyer (Hillsborough Bar Assoc) (2015)
    "Economic Loss" rule returns to its roots - Adverse Witness, Collier County Bar Association (April 2013)
  2. Presentations
    “The Estate Planner’s Guide to Guardianships" - Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Sarasota, Florida (May 2019)
    “Guardianship Legislative & Case Law Update” - Florida Bar, Real Property, Probate and Trust Law Section Annual Guardianship CLE (April 2019)
    “The Estate Planner’s Guide to Guardianships" - Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Naples, Florida (October 2018)
    “Trust Protectors: Superheroes or Mere Mortals?” - Collier County Bar Association, Trusts and Estates Section and The Florida Bar Real Property, Probate & Trust Law Section (2015)
  3. Firm News
    Roetzel Announces Attorneys Named Among 2019 Florida Super Lawyers and Rising Stars (Jun 6, 2019)
    Jamie Schwinghamer interviewed by Gulfshore Life Magazine (Aug 3, 2018)
    Roetzel Announces Attorneys Named Among 2018 Florida Super Lawyers and Rising Stars (Jun 22, 2018)
    Donovan and Schwinghamer Sworn in as Directors of the Collier County Bar Association (Jun 15, 2018)
    Attorney Jamie B. Schwinghamer Joins Roetzel & Andress LPA (Apr 18, 2018)

Overview

Ms. Schwinghamer concentrates her practice in the areas of estate, trust, guardianship and complex commercial litigation. She counsels her clients on a variety of matters including, but not limited to: will and trust contests, disputed estate and trust administrations, trust modification, revocation and termination, surcharge and removal proceedings, elder guardianships, guardianship advocacy, guardianship litigation, business contracts, shareholder and partnership disputes and appeals.  Ms. Schwinghamer regularly represents individual and institutional trustees, personal representatives, guardians and business owners.

Education

  1. University of Miami School of Law, J.D.
    • magna cum laude
  2. Florida Gulf Coast University, B.A., Interdisciplinary Social Science
    • summa cum laude

Credentials

Bar Admissions
  1. Florida
Court Admissions
  1. U.S. District Court, Middle District of Florida
  2. U.S. District Court, Southern District of Florida

Recognitions

  • AV® Preeminent™ rating from Martindale-Hubbell Law Directory
  • Selected as a "Florida Super Lawyers - Rising Star" by Florida Super Lawyers magazine (2009-2019)
  • American College of Trust & Estate Counsel Florida Fellows Institute Graduate (2017)
  • Named in Gulfshore Business Magazine "40 Under 40" (2016)
  • Leadership Collier Foundation, Growing Associates in Naples (GAIN™) Program Graduate (2015)

Affiliations

Professional Affiliations
  • The Florida Bar, Real Property, Probate and Trust Law Section (2006-present)
    • Executive Council at Large Member (2016-present)
    • Probate & Trust Litigation Committee (2015-present)
    • Probate Law & Procedure Committee (2015-present)
    • Guardianship and Power of Attorney Committee (2014-present), Co-Vice Chair (2019-2020)
  • Collier County Bar Association, Board of Directors (2018-2020)
  • Collier County Women’s Bar Association, Board of Directors (2015-present)
    • Vice President and Program Committee Chair (2019-2020)
    • Secretary and and Sponsorship Committee Chair (2017-2019)
    • Special Events Committee Chair (2015-2017)
Community Affiliations
  • Florida Gulf Coast University Planned Giving Advisory Council (2016-present)
  • Champions for Learning™ Classroom Grant Review Committee (2016-2018)
  • Champions for Learning™ Planned Giving Advisory Council (2017-present)
  • Guardian Ad Litem Foundation 20th Judicial Circuit, Director (2014-2016)

Insights

  1. Articles
    The Fiduciary Lawyer-Client Privilege: A Long Road to Confidentiality (Jun 1, 2018)
    The saga of a $24,600,000.00 trustee fee (March 2016)
    Trust protectors: 4th DCA issues decision - Adverse Witness, Collier County Bar Association (April 2015)
    Trust Protectors: The Florida Fourth District Court of Appeal Issues a Trailblazing Decision - Docket (Sarasota Bar Assoc); Bulletin (Dade Bar Assoc.; The Lawyer (Hillsborough Bar Assoc) (2015)
    "Economic Loss" rule returns to its roots - Adverse Witness, Collier County Bar Association (April 2013)
  2. Presentations
    “The Estate Planner’s Guide to Guardianships" - Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Sarasota, Florida (May 2019)
    “Guardianship Legislative & Case Law Update” - Florida Bar, Real Property, Probate and Trust Law Section Annual Guardianship CLE (April 2019)
    “The Estate Planner’s Guide to Guardianships" - Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Naples, Florida (October 2018)
    “Trust Protectors: Superheroes or Mere Mortals?” - Collier County Bar Association, Trusts and Estates Section and The Florida Bar Real Property, Probate & Trust Law Section (2015)
  3. Firm News
    Roetzel Announces Attorneys Named Among 2019 Florida Super Lawyers and Rising Stars (Jun 6, 2019)
    Jamie Schwinghamer interviewed by Gulfshore Life Magazine (Aug 3, 2018)
    Roetzel Announces Attorneys Named Among 2018 Florida Super Lawyers and Rising Stars (Jun 22, 2018)
    Donovan and Schwinghamer Sworn in as Directors of the Collier County Bar Association (Jun 15, 2018)
    Attorney Jamie B. Schwinghamer Joins Roetzel & Andress LPA (Apr 18, 2018)