Jamie B. Schwinghamer

Shareholder, Practice Group Manager, Probate, Trust & Guardianship Litigation
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)
  • Selected as Naples Illustrated “Top Lawyer” - Trusts and Estates (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 (2016-2020)
    • 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-present)
    • Secretary 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™ Planned Giving Advisory Council (2017-present)
  • Champions for Learning™ Classroom Grant Review Committee (2016-2018)
  • Guardian Ad Litem Foundation 20th Judicial Circuit, Director (2014-2016)

Insights

  1. Alerts
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
    Coronavirus Business Interruption (Mar 13, 2020)
  2. Articles
    Best Practices - Litigating During COVID-19 - Adverse Witness, Collier County Bar Magazine (May 2020)
    The Fiduciary Lawyer-Client Privilege: A Long Road to Confidentiality - The Docket (June 2018)
    The Saga of a $24,600,000.00 Trustee Fee - Adverse Witness, Collier County Bar Association (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 Association (March 2015); Bulletin, Dade Bar Association (March 2015); The Lawyer, Hillsborough Bar Association (March 2015)
  3. Presentations
    “Lunch & Learn – Panel Discussion on Trust, Estate & Guardianship Practice” - Ave Maria School of Law (February 2020)
    "Guardianship Case Law, Statute & Rule Update" - Paralegal Association of Florida, Inc., Southwest Florida Chapter (January 2020)
    "Guardianship Case Law, Statute & Rule Update" - Collier County Bar Association Trust & Estate Section (December 2019)
    “The Estate Planner’s Guide to Guardianships" - Charlotte County Bar Association, Punta Gorda, Florida (October 2019)
    “The Estate Planner’s Guide to Guardianships" - Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Sarasota, Florida (May 2019)
  4. Firm News
    Donovan and Schwinghamer Elected to Second Term on CCBA Board of Directors (May 11, 2020)
    Jamie B. Schwinghamer Named Practice Group Manager of Probate, Trust & Guardianship Litigation at Roetzel (Feb 28, 2020)
    Eleven Roetzel Attorneys Named Among Naples Illustrated 2019 Top Lawyers (Sep 25, 2019)
    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)

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)
  • Selected as Naples Illustrated “Top Lawyer” - Trusts and Estates (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 (2016-2020)
    • 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-present)
    • Secretary 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™ Planned Giving Advisory Council (2017-present)
  • Champions for Learning™ Classroom Grant Review Committee (2016-2018)
  • Guardian Ad Litem Foundation 20th Judicial Circuit, Director (2014-2016)

Insights

  1. Alerts
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
    Coronavirus Business Interruption (Mar 13, 2020)
  2. Articles
    Best Practices - Litigating During COVID-19 - Adverse Witness, Collier County Bar Magazine (May 2020)
    The Fiduciary Lawyer-Client Privilege: A Long Road to Confidentiality - The Docket (June 2018)
    The Saga of a $24,600,000.00 Trustee Fee - Adverse Witness, Collier County Bar Association (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 Association (March 2015); Bulletin, Dade Bar Association (March 2015); The Lawyer, Hillsborough Bar Association (March 2015)
  3. Presentations
    “Lunch & Learn – Panel Discussion on Trust, Estate & Guardianship Practice” - Ave Maria School of Law (February 2020)
    "Guardianship Case Law, Statute & Rule Update" - Paralegal Association of Florida, Inc., Southwest Florida Chapter (January 2020)
    "Guardianship Case Law, Statute & Rule Update" - Collier County Bar Association Trust & Estate Section (December 2019)
    “The Estate Planner’s Guide to Guardianships" - Charlotte County Bar Association, Punta Gorda, Florida (October 2019)
    “The Estate Planner’s Guide to Guardianships" - Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Sarasota, Florida (May 2019)
  4. Firm News
    Donovan and Schwinghamer Elected to Second Term on CCBA Board of Directors (May 11, 2020)
    Jamie B. Schwinghamer Named Practice Group Manager of Probate, Trust & Guardianship Litigation at Roetzel (Feb 28, 2020)
    Eleven Roetzel Attorneys Named Among Naples Illustrated 2019 Top Lawyers (Sep 25, 2019)
    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)