Pitell Law Firm, P.L. is a Niceville elder planning, special needs trust, estate planning, probate and guardianship, and taxation law practice located at 1402 Cat Mar Road, Suite B, in Patriot Plaza off East John Sims Parkway (SR-20) in Niceville (ZIP 32578). Founded and led by Managing Attorney Lisa Y. Shorts Pitell (Florida Bar# 315760, admitted September 14, 2000; Stetson University College of Law J.D. & M.B.A. 1999; University of Miami School of Law LL.M. in Taxation; Florida Dept. of State Sunbiz Entity# L06000037065), the firm serves older adults, military retirees, and families across Niceville, Bluewater Bay, Valparaiso, Eglin Air Force Base, Destin, and Crestview.

Drawing on her advanced Master of Laws (LL.M.) in Taxation from the University of Miami, Attorney Lisa Y. Pitell counsels Okaloosa County retirees on tax-optimized Revocable and Irrevocable Trusts, Elder Planning and Special Needs Trusts, Enhanced Life Estate (Lady Bird) deeds protecting Niceville and Bluewater Bay homesteads, and fiduciary income and estate tax compliance. Because Niceville and neighboring Valparaiso border the eastern gates of Eglin Air Force Base and the 96th Medical Group (Eglin AFB Hospital), the firm regularly advises retired Air Force officers, civil service retirees, and surviving spouses on aligning Defense Finance and Accounting Service (DFAS) retirement benefits, Survivor Benefit Plan (SBP) annuities, VA Aid & Attendance pension asset rules, and Florida SMMC Long-Term Care (LTC) Medicaid planning (including Qualified Income Trusts under Florida's 2026 $2,901/month income cap coordinated with the Northwest Florida Area Agency on Aging — PSA 1). The practice also represents personal representatives, trustees, and guardians in First Judicial Circuit probate and adult guardianship proceedings before Clerk of Court Brad Embry's Probate Division in Fort Walton Beach and Crestview.