McCord, P.A. is a boutique elder law, tax-optimized estate planning, wealth preservation, guardianship, and probate administration law firm located at 455 Harrison Avenue, Suite C in Downtown Panama City, Bay County, Florida (ZIP 32401). Founded and led by Principal Attorney Max Worrel McCord III (Florida Bar #28119, admitted September 26, 2006), who earned his Juris Doctor from the University of Florida Fredric G. Levin College of Law and his Master of Laws in Taxation (LL.M. in Taxation) from Georgetown University Law Center, the firm brings advanced federal estate, gift, and income tax expertise to senior estate and long-term care planning across Panama City, Lynn Haven, and Panama City Beach.
Operating from Historic Harrison Avenue within walking distance of the Bay County Courthouse (300 E 4th St, Panama City), McCord, P.A. advises retirees, business owners, and multi-generational families on revocable living trusts, irrevocable asset protection and special needs trusts, step-up in tax basis optimization, Enhanced Life Estate (Lady Bird) deeds that preserve Florida's constitutional homestead protections with the Bay County Property Appraiser, adult guardianship administration, durable financial powers of attorney, advance healthcare directives, and Fourteenth Judicial Circuit formal and summary probate administration.
Official Verification Sources: The Florida Bar Member Profile — Max Worrel McCord III (Bar# 28119); McCord, P.A. Official Website
Issuer: The Florida Bar
Notes: Principal Attorney Max Worrel McCord III (Bar# 28119, admitted September 26, 2006; J.D., University of Florida Levin College of Law; LL.M. in Taxation, Georgetown University Law Center) is an active member in good standing of The Florida Bar with zero disciplinary history.
Factual details and direct answers about McCord, P.A.'s services, licensing, and credentials.
What legal and tax credentials does Attorney Max W. McCord III hold in Panama City?
Principal Attorney Max Worrel McCord III (Florida Bar #28119, admitted September 26, 2006) holds a Juris Doctor from the University of Florida Fredric G. Levin College of Law and a Master of Laws in Taxation (LL.M.) from Georgetown University Law Center, combining elder law and probate practice with advanced tax and trust planning.
Why is tax-aware trust and Lady Bird deed planning important for Bay County retirees?
Improperly gifting a Bay County home or appreciated coastal real estate during life can trigger capital gains tax by forfeiting the federal step-up in basis at death and can jeopardize the 3% Save Our Homes homestead cap. McCord, P.A. structures revocable trusts, irrevocable trusts, and Enhanced Life Estate (Lady Bird) deeds to avoid Fourteenth Judicial Circuit probate while preserving both step-up in basis and Bay County homestead exemptions.
Where is McCord, P.A. located in Downtown Panama City?
McCord, P.A. is located at 455 Harrison Avenue, Suite C, Panama City, FL 32401 (phone 850-640-1131), in the historic downtown district three blocks from the Bay County Courthouse and Clerk of Court's Probate Division.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.