About the firm

AdamFalcon

Esq., CFA · Attorney, Falcon Law Office PLLC

Trust and estate counsel in Florida from an attorney who is also a CFA® Charterholder, serving clients around the country.

We draft the plan. Your family keeps the legacy.

Book a Consultation Read his background

Connection

Law and finance.
One conversation.

The documents and the assets they hold are considered together, from the first meeting.

The attorney

Personal
by design.

The attorney who drafts your plan stays involved in making it work.

The way we think01

Structure meets stewardship.

Falcon Law Office is committed to helping individuals, families, and business owners plan with clarity, through relationship-driven legal guidance. Strong planning starts with understanding each client's goals, priorities, and circumstances, then building structures that are tailored rather than one-size-fits-all.

Our approach is grounded in fiduciary principles, transparency, and long-term perspective. We take the time to explain our process, communicate clearly, and build structures designed to support both wealth preservation and the generations that follow.

Background

Attorney.
Investment professional.

CredentialsJD (Esq.) · CFA® Charterholder
EducationNew York Law School · University of Chicago · Bowdoin College
PracticeTrusts & estates · Asset protection · Fiduciary advisory

Adam advises individuals, families, and trustees on trust and estate planning, asset protection, and fiduciary duties. He drafts the documents that create a trust and advises the people responsible for running it.

He brings more than 15 years of institutional investment experience to that work, including service on the Investment Committee of PNC Wealth Management and leading investments for a billion-dollar single-family office. The trust documents he drafts are written with a clear view of the assets they will hold and the decisions trustees will face.

Adam holds a JD from New York Law School, an MBA in Finance from the University of Chicago, and a BA from Bowdoin College, where he graduated Summa Cum Laude. He is a CFA charterholder and a national speaker on investment strategy and risk management.

Our process

From the first conversation to a plan that holds.

01

Understand
the family

Learn who you want to provide for, what you own, and what the plan needs to achieve. Define the purpose before choosing the structure.

02

Draft through
the details

Wills, trusts, and entity documents written for your facts, with every provision explained before you sign.

03

Fund and
maintain

Move assets into the trust so it works as intended, and stay available to trustees as the plan is administered.

Our principles

Different duties. One standard.

01

Fiduciary
principles

Loyalty, prudence, impartiality, and the duty to inform shape how we advise. The duties we help trustees meet are the ones we hold ourselves to.

02

Transparency

We explain our process and communicate clearly, so you understand every provision before you sign it.

03

Long-term
perspective

A trust can last for decades. We draft for successor trustees, trust protectors, and room to adapt as laws and families change.

Trusts we draft

Structures, with purpose.

Drag or use the arrows01 / 08

01 / Probate

Revocable Living Trust

Probate avoidance and centralized management of assets during life.

02 / Protection

Irrevocable Trust

Asset protection, Medicaid planning, and estate tax reduction.

03 / Benefits

Special Needs Trust

Support for a person with a disability without losing Medicaid or SSI.

04 / Charitable

Charitable Remainder & Lead Trusts

Income, charitable giving, and tax planning in one structure.

05 / Beneficiaries

Spendthrift Trust

Protects beneficiaries from creditors and from imprudent spending.

06 / Generations

Generation-Skipping Trust

Multi-generational wealth transfer, planned for the long term.

07 / Through a will

Testamentary Trust

Created by your will and funded at death, on your terms.

08 / Companions

Pet Trust

Ongoing care for companion animals, funded and supervised.

Get started

The first conversation clarifies everything.

Tell us about your family and your goals. We will tell you plainly which structures make sense, and if we are not the right fit, we will say that too.

Book a Consultation Call 561-800-0041

621 NW 53rd Street, Ste 125 · Boca Raton, FL 33487