About Bonie
Bonie S. Montalvo: Estate Planning and Business Succession Lawyer in Bonita Springs, Florida
Bonie S. Montalvo is a dedicated attorney who specializes in estate planning, business succession planning, tax planning, and nonprofit law. Based in Bonita Springs, Florida, she provides tailored plans for her individual and corporate clients to meet their unique estate planning goals while maximizing their tax advantage.
Practice Areas
- Estate Planning
- Business Succession Planning
- Tax Planning
- Nonprofit Law
Bonie Montalvo is proficient in both English and Spanish, enabling her to counsel clients with both language backgrounds. She works closely with individuals and corporations to draft wills, trusts, and other estate planning documents, as well as assist with business entity formation including corporate, non-corporate, and nonprofit structures.
She has a LL.M. in Taxation, where she often advises clients on FIRPTA filings and tax controversy issues related to trust and estate matters. Her expertise spans from gift planning, tax planning, wills drafting, to the impact of digital assets on estate planning. She frequently writes articles about these topics.
Awards
- Recognized: Trusts and Estates - Recognized in Ones to Watch since 2021 by Legal Aid Attorney of the Month (Legal Aid of Collier County), March 2018.
Bonie S. Montalvo is affiliated with Cummings & Lockwood LLC, where she has been recognized for her legal achievements and contributions to her field. Her professional philosophy emphasizes a client-centered approach that ensures her clients receive the best possible counsel and representation in all matters of estate planning, business succession, tax law, and nonprofit governance.
Affiliations
- Cummings & Lockwood LLC - Recognized Since: Recognized in Ones to Watch since 2021
Bonie S. Montalvo holds a Juris Doctor (J.D.) degree from the University of Florida, where she also earned her Bachelor's Degree in Political Science. Additionally, she is an LL.M. holder in Taxation with a specialization in estate planning and business succession.
Languages
- Spanish
