Gregory Medalie, Esq.

Greg Medalie is an “AV” rated attorney whose primary practice areas are business law, estate planning, probate and trust administration. He helps his clients create, finance, operate and sell businesses and establish plans for business succession and asset transfers after disability or death. Greg has a Law Degree from the University of Florida and a Computer Science Degree from the University of California, Berkeley. He has been a member of The Florida Bar since 1990.

Before joining Medalie & Medalie, Greg practiced intellectual property law at Sterne, Kessler, Goldstein & Fox in Washington, DC, where he represented leading technology companies such as IBM, Hewlett-Packard, Caterpillar and DuPont. Also in Washington, he managed studies on research initiatives, large computer systems, and science and technology policy as a program officer for the National Academy of Sciences. He subsequently taught math and science at Pine Crest School in Fort Lauderdale.

Greg chairs the Probate & Trust Section of the Broward County Bar Association, serves on the professional advisory committee of the Community Foundation of Broward, and contributes substantial pro bono legal services to the Boys and Girls Clubs of Broward County. He is a member of the Greater Fort Lauderdale Tax Council and the Business Law and Real Property, Probate & Trust Law Sections of The Florida Bar.

Both Donald and Greg are AV® rated. AV is a certification mark of Martindale-Hubbell and indicates that an attorney has been admitted to the bar for at least 10 years and is ranked by his peers as having the highest level of ethical standards and legal ability.

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Kathleen M. Casey, Esq.

Kathleen has practiced law in the areas of real estate, contracts, and estate planning for many years. She received both her undergraduate degree and law degree, with honors, from the University of Florida.

She grew up in the Coral Ridge neighborhood of Fort Lauderdale and attended St. Anthony’s Grade School and Cardinal Gibbons High School. Before joining Medalie & Medalie, Kathleen practiced law in both Florida and Colorado (where she and her family lived for 5 years), started two successful businesses, one in Colorado and one here in Fort Lauderdale and has been a successful real estate agent and raised two wonderful sons. Kathleen helps clients understand the critical need for life planning documents to protect them and their assets during their lifetime and also guides them in creating an estate plan that protects their legacy for maximum benefit of their intended beneficiaries.

Kathleen serves on the professional advisory committee of the Community Foundation of Broward, contributes substantial pro bono legal services to the Boys and Girls Clubs of Broward County and is a volunteer with the the City of Oakland Park, where she resides. . She is a member of the Real Property, Probate & Trust Law Section of The Florida Bar.

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Donald B. Medalie, Esq.

Donald B. Medalie is an “AV” rated attorney whose primary practice areas are estate planning, probate and trust administration and real estate. He helps his clients create strategies for titling, managing and transferring their assets in light of tax, creditor protection and asset preservation implications. When appropriate, he uses limited liability entities or complex trusts to implement these strategies. He has assisted clients in making substantial charitable gifts to various local and national organizations.

Mr. Medalie obtained his Business Administration degree and his Law degree from the University of Michigan. He has been practicing law in Broward County since 1960. Over the past half century, he has played an active role in the county’s legal and community affairs.

During his many years of service on the Attorney/Realtor Committees of both the Florida Bar and the Greater Fort Lauderdale Association of Realtors, Mr. Medalie helped develop the standard FAR, FAR/BAR and Broward Bar real estate contracts. For over 35 years, he has served on the Boys and Girls Clubs of Broward County Corporate Board and provided pro bono legal services to the organization as its Vice President for Legal Affairs. He has also been involved with the Museum of Art, the Museum of Science and Discovery, the Performing Arts Center and the Broward County/Nova Library Circle of Friends. Mr. Medalie is currently a member of the Nova Southeastern University Planned Giving Council, the Florida Bar Real Property, Probate and Trust Law Section, the Broward County Bar Association and the Community Foundation of Broward’s Board of Professional Advisors.

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