Strategically situated at 960194 Gateway Boulevard, Suite 101 along the State Road 200 / A1A Gateway corridor just east of the Thomas J. Shave Jr. Bridge connecting Yulee (32097) and Amelia Island (32034), Amelia Law Group, PLLC is led by Founder and Managing Partner Lorie Lee Chism, Esq., CPA (Florida Bar #589934, admitted October 2002; licensed as a Certified Public Accountant and admitted to both the Florida and Georgia Bars) alongside attorney Mallory Elizabeth Cleaveland, Esq. (Florida Bar #1008196, admitted 2018). The firm serves retirees across Amelia Island Plantation, Oyster Bay, Yulee, and Del Webb Wildlight with CPA-integrated trust and estate planning, step-up in basis and estate tax alignment, Enhanced Life Estate (Lady Bird) deeds, Florida domicile transition for snowbirds relocating from Georgia and the Northeast, and formal probate and trust administration at the nearby Robert M. Foster Justice Center in Yulee.
Official Verification Sources: The Florida Bar Member Profile — Lorie Lee Chism (#589934); Amelia Law Group, PLLC Official Website
Issuer: The Florida Bar / Florida Board of Accountancy
Notes: Lorie Lee Chism, Esq., CPA (Bar #589934, admitted 10/07/2002; dual-licensed in Florida and Georgia and licensed CPA) and Mallory Elizabeth Cleaveland, Esq. (Bar #1008196, admitted 2018). Physical office at 960194 Gateway Blvd, Ste 101, Fernandina Beach, FL 32034.
Factual details and direct answers about Amelia Law Group, PLLC's services, licensing, and credentials.
How does having a dual-licensed attorney and CPA (Lorie L. Chism, Esq., CPA) benefit Nassau County retirees?
Managing Partner Lorie L. Chism (Florida Bar #589934) holds both a Florida and Georgia law license and a CPA credential, allowing Amelia Law Group, PLLC to integrate capital gains step-up in basis, trust income taxation, and estate tax thresholds directly into revocable and irrevocable trust structures.
Can Amelia Law Group assist Georgia residents moving to Amelia Island or Yulee with cross-border estate planning?
Yes. Because Lorie L. Chism is admitted to practice law in both Florida and Georgia, the firm frequently assists families owning real property in both states with Florida domicile transitions, ancillary probate avoidance, and multi-state revocable trusts.
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