Kristin A. Philips

Associate
Naples
850 Park Shore Drive
Trianon Centre, 3rd Floor
Naples, FL 34103
P 239.649.2713
F 239.261.3659
P 239.649.2713 | F 239.261.3659



Overview

Ms. Philips dedicates her practice to estate and trust planning, probate, and trust administration. She has experience in all areas of estate and gift tax planning including charitable planning, special needs trusts, long-term care planning and asset preservation. She collaborates with individuals, families and businesses to recommend and draft tailored plans that implement each client’s personal, financial and charitable goals and assists clients with the formation of business entities. 

Ms. Philips is frequently called upon by various publications and organization to share insight into the importance of estate planning. She has given presentations and authored articles to educate other attorneys and the community on estate planning best practices.

Services

Education

  1. Ave Maria School of Law, J.D.
  2. University of Missouri at Columbia, B.A.

Credentials

Bar Admissions
  1. Florida

Affiliations

Professional Affiliations
  • The Florida Bar
    • Real Property and Trust Law Section
    • Young Lawyers Section
    • Tax Law Section
    • Solo & Small Firms Section
  • Collier County Bar Association
    • Trust & Estates Section
    • Young Lawyers Section
  • Collier County Women’s Law Association
  • Florida Association for Women Lawyers
  • American Bar Association
  • Michael R.N. McDonnell Inns of Courts
Community Affiliations
  • St. Matthew's House, Planned Giving Advisory Council (2018- present) 

Insights

  1. Article
    "Life Insurance: Why You Should Keep Your Policies In-Force", co-author - FINE Magazine (April 2019)
  2. Presentation
    "So We Have a New Tax Law. What Should I Do Now?" - Ave Marie School of Law Estate Planning Presentation (March 2018)
  3. Firm News
    Roetzel Adds Kristin Philips as Associate in Naples (Jul 8, 2019)

Overview

Ms. Philips dedicates her practice to estate and trust planning, probate, and trust administration. She has experience in all areas of estate and gift tax planning including charitable planning, special needs trusts, long-term care planning and asset preservation. She collaborates with individuals, families and businesses to recommend and draft tailored plans that implement each client’s personal, financial and charitable goals and assists clients with the formation of business entities. 

Ms. Philips is frequently called upon by various publications and organization to share insight into the importance of estate planning. She has given presentations and authored articles to educate other attorneys and the community on estate planning best practices.

Education

  1. Ave Maria School of Law, J.D.
  2. University of Missouri at Columbia, B.A.

Credentials

Bar Admissions
  1. Florida

Affiliations

Professional Affiliations
  • The Florida Bar
    • Real Property and Trust Law Section
    • Young Lawyers Section
    • Tax Law Section
    • Solo & Small Firms Section
  • Collier County Bar Association
    • Trust & Estates Section
    • Young Lawyers Section
  • Collier County Women’s Law Association
  • Florida Association for Women Lawyers
  • American Bar Association
  • Michael R.N. McDonnell Inns of Courts
Community Affiliations
  • St. Matthew's House, Planned Giving Advisory Council (2018- present) 

Insights

  1. Article
    "Life Insurance: Why You Should Keep Your Policies In-Force", co-author - FINE Magazine (April 2019)
  2. Presentation
    "So We Have a New Tax Law. What Should I Do Now?" - Ave Marie School of Law Estate Planning Presentation (March 2018)
  3. Firm News
    Roetzel Adds Kristin Philips as Associate in Naples (Jul 8, 2019)