Cummings & Lockwood

Bonie S. Montalvo

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Background

Bonie S. Montalvo is an associate in Cummings & Lockwood’s Private Clients Group and is based in the Bonita Springs office.  Bonie focuses her practice on estate planning, tax planning and estate and trust administration. Proficient in Spanish, Bonie meets with both English and Spanish speaking clients to counsel them through various matters relating to estate planning and estate and trust administration.   

Practice Areas

Education

  • University of Florida, Levin College of Law (LL.M. in Taxation, cum laude, 2017)
  • University of Florida, Levin College of Law (J.D., cum laude, 2016)
  • Florida Gulf Coast University (B.A in Political Science and B.S. in Legal Studies, magna cum laude, 2013)

Bar Admissions

  • Florida, 2016

Languages

  • Spanish

Professional Organizations

  • Florida Bar Association, Member
  • Collier County Bar Association, Trusts & Estates Section, Young Lawyers Section, Member
  • Collier County Women's Bar Association, Member
  • Florida Gulf Coast University Alumni Association, Board Member

Professional Recognition

•    The Best Lawyers in America, "Ones to Watch", 2021

Civic and Philanthropic Activity

  • New Horizons of Southwest Florida, Board Member, 2019 - Present
  • Collier County Legal Aid, Legal Aid Attorney of the Month, March 2018
  • CCBA Young Lawyers, Member
DSC-7847

Associate

The Brooks Grand Plaza
8000 Health Center Boulevard, Suite 300
Bonita Springs, FL 34135

T 239.390.8061

F 230.430.3370

bmontalvo@cl-law.com

Download vCard

Background

Bonie S. Montalvo is an associate in Cummings & Lockwood’s Private Clients Group and is based in the Bonita Springs office.  Bonie focuses her practice on estate planning, tax planning and estate and trust administration. Proficient in Spanish, Bonie meets with both English and Spanish speaking clients to counsel them through various matters relating to estate planning and estate and trust administration.   

Education
  • University of Florida, Levin College of Law (LL.M. in Taxation, cum laude, 2017)
  • University of Florida, Levin College of Law (J.D., cum laude, 2016)
  • Florida Gulf Coast University (B.A in Political Science and B.S. in Legal Studies, magna cum laude, 2013)
Bar Admissions
  • Florida, 2016
Languages
  • Spanish
Professional Organizations
  • Florida Bar Association, Member
  • Collier County Bar Association, Trusts & Estates Section, Young Lawyers Section, Member
  • Collier County Women's Bar Association, Member
  • Florida Gulf Coast University Alumni Association, Board Member
Professional Recognition

•    The Best Lawyers in America, "Ones to Watch", 2021

Civic and Philanthropic Activity
  • New Horizons of Southwest Florida, Board Member, 2019 - Present
  • Collier County Legal Aid, Legal Aid Attorney of the Month, March 2018
  • CCBA Young Lawyers, Member