Boca Grande Estate Planning Lawyers

Eric is a Naples Personal Injury Attorney and the founder of Cardinal Law, P.A. Having lived in Southwest Florida since 1991, Eric has deep roots in the community, a love for and understanding of the area, and a passion for helping those in need. Before starting his own firm, Eric was a litigator at the world’s largest law firm — Dentons— and spent almost a decade fighting over complex business, construction, commercial, and real estate disputes.

Daniel H. Smith is an elder law and estate planning attorney at Advocates in Aging, Law Office of Wiesner Smith PLLC in Sarasota, Florida, focusing on Elder Law, Medicaid Planning, Veterans Benefits, Wills, Trusts, and Estate Planning, Special Needs Planning, Probate and Trust Administration, Guardianship, and Assisted Living/Nursing Home Issues. Daniel is licensed to practice law in Florida and Virginia. Daniel is also a VA Accredited Attorney, and represents veterans and their families with benefits claims and appeals of VA Benefits decisions. Daniel received his law degree with honors from the George Mason University School of Law in Arlington,...

I have had strong focus on helping people plan for life's events since law school, where I volunteered in our elder law clinic drafting wills, trusts, and powers of attorney for low-income seniors. I also have over seven years of experience as an attorney for the United States Government working for the Social Security Administration and administrative law judges. I have extensive experience in working with administrative judges and appellate judges. As an attorney, my role in estate planning is to help you achieve your goals for your property. Your goals may include things like ensuring...

Michelle is a graduate of Stetson University College of Law with an L.LM in Elder Law, Barry University Dwayne O. Andreas School of Law with a Juris Doctor, State College of Florida with a Paralegal Certificate, University of South Florida - Sarasota/Manatee with a Bachelor's Degree in History, University of Phoenix with a Master in Accountancy, and Florida Metropolitan University with a Bachelor's in Accounting.

A firm believer in education, she continues to encourage others by being an Adjunct Professor at State College of Florida's Lakewood Ranch, Bradenton, and Venice Campuses since 2016. She teaches the Legal Research and...

Matthew A. Linde is passionate about justice in contested probate, guardianship and trust litigation matters. Mr. Linde is one of only a few attorneys in Florida who have attained Board Certification by the Florida Bar in Elder Law and also in Wills, Trusts and Estates. Certification is the Florida Bar’s highest evaluation of an attorney's competency, experience and professionalism in the areas of law approved for specialization. Do you need an Expert in Elder Law and Wills, Trusts and Estates? If so Matthew A. Linde has been evaluated for professionalism and tested for expertise!

Managing Attorney of Bates-Buchanan & Savtisky Law Group since 2011 when the private law firm Bates-Buchanan Law Group, which is now Bates-Buchanan & Savitsky Law Group added Susannah Savitsky as a partner in October 2012. Specializes in Probate, Estate Planning, Trust Managment, Collaborative non- litigation family law cases, as well as animal trust planning, real estate and collections law, foreclosure defense, landlord/tenant law and bankruptcy. Dawn Marie is a graduate of Venice High School, Venice, FL and University of South Florida in Tampa. She graduated from Stetson University College of Law in 1998 and worked for Community Legal Services of...

I graduated from Florida Gulf Coast University with bachelors degrees in Finance and Economics. Following undergrad, I attended law school at Barry University's Dwayne O. Andreas School of Law in Orlando, Florida where I graduated cum laude.

I began my legal career primary representing consumers in bankruptcy and debt collection matters. However, my business background took hold and I have extended my practice to include business transactions.

I live in the Fort Myers area with my wife and two children.

Steven W. Ledbetter works from his Venice, Florida, office on matters involving estate planning and administration, business transactions and corporate law, real estate, construction law, contract, and title insurance matters. Steven W. Ledbetter has been practicing law since 2002. His practice has included work in a wide range of subject areas while representing a wide range of clients including the federal government, corporations, financial institutions, and individuals. His practice has taken him from the mountains and rain of Portland, OR, to the shops and great restaurants of Dallas, TX, and finally back to his home state of Florida...

As a partner at Band, Gates & Dramis, P.L., Chad Gates is proud to represent clients throughout the Sarasota area. He brings more than 20 years of impressive legal experience to the table, taking on a wide range of cases in that time. Attorney Gates handles matters involving estate planning, probate, personal injury, real estate law, corporate law, and various other issues. He boasts unwavering dedication to his clients, always striving to secure the best possible outcome on their behalves. From tenacious advocacy to skillful negotiations, he knows how to deliver it all. Attorney Gates is currently a member of...

For nearly three decades I have navigated the legal system, achieving the results my clients desire. As a former prosecutor with hundreds of trials under my belt, I understand that a successful lawyer is not just an aggressive one in the courtroom but also a compassionate one outside of it. Anyone can be aggressive; it takes experience and dedication to understand when to be each. You need a lawyer to preserve your interests during the worst of times. My job and my privilege is to assist my clients through the legal system and the pitfalls that are contained therein.

Mr. Fineman was born and raised in Southwest Florida and is a graduate of Florida Gulf Coast University (B.S. Legal Studies and Criminal Justice). In 2007, Mr. Fineman obtained his Juris Doctorate from Barry University School of Law. While in law school, Mr. Fineman served as a Certified Legal Intern for the State Attorney’s Office of the Ninth Judicial Circuit which allowed him to prosecute several criminal cases for the State of Florida. Mr. Fineman was a Senior Note and Comment Editor on Barry University’s Law Review and graduated second in his class. Mr. Fineman was invited to be...

We have helped thousands of people with their workers' compensation claims due mainly to having been open for 17 years. Despite that, this is a low-volume office, meaning we only represent a very limited number of clients at one time. We do this because we pride ourselves.on an unmatched level of personal service, the kind of service we would like to receive if we needed assistance. Call us today if you have suffered a workplace accident.

Ronnie Jane Lamm is a recognized Fort Myers, Florida attorney, admitted to both the Florida State and New York State Bars. She specializes in Estate Planning, including Elder Mediation and Family Mediation. As a former Assistant District Attorney, she successfully evaluated, tried and defended appeals involving criminal law, including domestic violence and child and elder abuse. She is committed to treating each client with respect and appreciation for placing their trust in her and her firm. Ronnie is a wife, mother and grandmother to four teen-aged granddaughters.

Matthew Trail has represented hundreds of children and parents across the state of Florida in IEP meetings, discipline referrals and due process complaints. As a former legal aid attorney, judicial clerk and Peace Corps volunteer, Matthew had dedicated his career to ensuring justice for those most in need. Matthew grew up in Tennessee and received his undergraduate degree in 1999 in communications-journalism from the University of Tennessee in Knoxville. He worked for two years as a journalist in Texas and North Carolina before returning to Tennessee for law school. After graduating law school from the University of Tennessee College of Law in...

Bishop L. Toups is an estate planning, elder law, and tax attorney in Southwest Florida. He helps clients with their various estate planning needs and helps clients navigate the Medicaid system here in Florida. He also represents clients nationwide and worldwide in front of the IRS. Bishop is also a V.A. accredited attorney and helps Veterans obtain benefits from the Department of Veterans Affairs.

He graduated from The Florida State University, Stetson University of College of Law, and he received a tax law degree (LL.M.) from the University of Florida Levin College of Law, which is consistently ranked a top 3...

I have guided and advised clients through their personal and commercial transactions in business and real estate, through their simple and complex estate planning situations and also through all forms of estate administration and probate.

Christopher D. Smith received his B.A., magna cum laude, from Harvard University (Cambridge, MA) and his Juris Doctorate from Georgetown University (Washington, D.C.). A long-time resident of Florida, Mr. Smith also graduated from Pine View School in Sarasota. He is a member of the bars of Florida, Virginia and Washington, D.C., and is admitted to practice in the Middle, Southern and Northern Districts of Florida. Christopher is also certified in consumer bankruptcy law by the American Board of Certification.


Christopher started his career with the international law firm of Dechert LLP in 2001, working as an associate in the securities law...

Estate Planning, Probate, Trust Administration, Business Planning and Corporate Legal Counsel

Mr. Friedland is currently licensed to practice law in the State of Florida and is a Florida Supreme Court Certified Family, Appellate, and Circuit Civil Mediator. Mr. Friedland graduated from Southern Connecticut State University in 1972 and from the University of Connecticut School of Law in 1975. Mr. Friedland practiced in Connecticut from 1975 through 1988 when he relocated his practice to Sarasota, Florida. He is a member of the Family Law, Alternate Dispute Resolution Section, and the Real Property, Probate and Trust Law Sections of the Florida Bar, Sarasota County Bar Association, and American...

Jeffrey Attia's practice focuses on assisting people through the probate and estate settlement process and on helping people preserve their wishes and secure their loved ones’ future with personalized and custom estate plans.

People who have recently lost a loved one and who are also responsible for administering their loved one's estate often face challenges. At The Law Office of Jeffrey Attia, PA, we effectively guide our clients each step of the way throughout the probate and estate settlement process. And we do so in a timely and cost-efficient manner.

Jeffrey Attia is a member of the Elder Law Section of The...

Alexander L. Kaplan, Esq., graduated St. John's Law School in 1974. He then worked for Harry H. Lipsig, the foremost trial lawyer in New York City at the time. During the 1970's and early 1980's, he represented numerous Fire, Police and Sanitation employees injured or killed in the line of duty and their families. During that same period, he was instrumental in the formation of the Fire Alarm Dispatchers Benevolent Association (Fire Union) as well as representing the Fire Marshals Union of the FDNY. It is safe to say that he was involved in one form...

We handle almost all aspects of Retirement and Estate Planning. We assist you with planning for Medicaid qualification so that you can obtain payment for assisted living or long-term nursing care without depleting your assets. We create all types of trusts depending on the nature of your property and your plans for it. We draft documents that provide for end-of-life care to be exactly according to your wishes. Florida law is complex and there are specific rules and regulations we carefully follow to be sure your documents are all in legal compliance.

Mr. May is a native of central Florida with strong ties to the gulf coast. He attended undergraduate studies at the University of Florida where he earned his Bachelor's of Science in Business Adminstration, double majoring in finance and risk and insurance management. Thereafter he worked as a real estate appraiser for several years prior to returning to school to obtain his juris doctorate from the Florida State University College of Law. After graduation, Mr. May worked his way up to partnership status in a mid-sized law firm in Tallahassee, Florida, and in early 2012 he moved his...

David M. Platt has more than 38 years of experience as an estate planning and business attorney. David concentrates his law practice in the areas of estate planning and administration, probate litigation, pre and post nuptial agreements, real estate and business entity formation. He assists clients in the preparation of wills, trusts, family cottage limited partnerships, as well as providing counsel to minimize income and estate taxes.

David frequently speaks and writes on estate planning and business matters for financial planners, accountants and attorneys, as well as the general public. He is an adjunct professor of law at the Michigan...

DAVID P. JOHNSON received his Bachelor of Business Administration degree from the University of Michigan School of Business Administration and his law degree from Wayne State University. He has been Board Certified by the Florida Bar in Tax Law since 1995 and Board Certified by the Florida Bar in Wills, Trusts and Estates since 1996. He is one of thirty eight (38) of Florida's 100,000 attorneys to be Board Certified in both Tax Law and Wills, Trusts and Estates. Certification is the highest level of evaluation of an attorney's competency and experience in the areas approved by the Florida Supreme...

Bart Scovill was admitted to the practice of law in the State of Florida in 1993. Prior to Law School, he served four years in the United States Army and was honorably discharged in 1985. Since admission to the bar, he has handled a wide variety of legal issues including business law, transactional law, construction law, and guardianships. His primary focus is on Estate Planning, Probate Administration, and Business Law. He is married and has two beautiful daughters. Outside of the office, he enjoys snow skiing with his family, both teaching and training in Karate, and playing and coaching volleyball.

Serving individuals and families in Charlotte County, North Port, Florida, and the surrounding areas for over 30 years. Our Law Firm specializes in Estate Planning (Trusts, Wills, and Health Planning documents), Probate (Formal Administration, Summary Administration, Ancillary Administration, Trust Administration), and Real Property Law (Deeds, Assignment of Lease, Contract review).

Eric M. Borgia, P.A. specializes in representing clients in the areas of real estate, general business, finance and corporate law. For More than 19 years Eric M. Borgia has built his career serving businesses, real estate developers, financial institutions, investors, and individual clients. Our local reputation for professionalism, personalized and concierge service, our many years of regional experience and our significant network of contacts, as well as our ability to create practical and cost effective solutions, distinguish us from other firms and allow us to produce superior results for our clients.

Barbara M. Pizzolato, P.A., is committed to offering you the kind of personalized, customized legal services you expect and deserve. With 28 years of experience in a multitude of jurisdictions and practice areas, Ms. Pizzolato has mastered the tools and strategies inherent in proper estate planning, allowing her to effectively address the legal issues affecting you, your loved ones and your business. In addition, Ms. Pizzolato is dedicated to forging strong personal relationships with her clients. She will work with you in a collaborative way to guide you through difficult and complicated personal and business matters, and work tirelessly...

Have the Peace of Mind of having a Plan.

I have experience preparing documents to see your assets go where you want.

I am Licensed in Pennsylvania and know it well; I am in Florida currently.

Teresa K. Bowman P.A. is a law firm providing legal advice and solutions for issues related to aging, disability, and illness. Our clients include individuals and their families facing tough challenges with care the care of a loved one, those in need advice for long term care planning, or simply clients who want to establish an estate plan as a foundation for life's changes. We pride ourselves on attention to detail, exceptional client service and personalized solutions to every client's unique needs. In addition to long term care planning we offer services in protection of assets, public benefits such as...

Dr. Levins is a member of the Florida Bar and Lee County Bar Association. He is a Certified Management Accountant (CMA) and is Certified in Financial Management (CFM). He has taught a variety of courses at Florida universities including Investments, International Finance, Managerial Accounting, Managerial Finance, Statistics, and Advanced Economics. Dr. Levins is licensed as a Professional Engineering (PE) in Ohio and Florida. Res Gestae The Official Publication of The Lee County Bar ASSOCIATION. February 2013 Page 29

Melissa Karp Elsbree has lived in Sarasota since 1972. After graduating high school, she attended The American University in Washington, D.C., obtaining a Bachelor of Arts degree in Criminal Justice in 1983. Melissa subsequently earned her J.D. degree from Florida State University College of Law in December of 1990, immediately began her law practice in her hometown of Sarasota, and has practiced exclusively in Sarasota since that time. Formerly a partner of Karp & Karp, P.A., Melissa has longstanding experience in handling complex civil litigation matters, concentrated primarily in the areas of family law and divorce, foreclosure defense...

David has practiced law for 15 years and specializes in estate planning, wills, trusts, probate and defense of medical malpractice and civil rights lawsuits. He is a shareholder of Chapman Law Group and is licensed in both Michigan and Indiana. David is a Special Fiduciary at the Oakland County Probate Court. He is dedicated to educating the public on issues in estate planning including providing assets and care to loved ones, limiting taxes, and establishing healthcare protocols. David strives to serve each individual clients estate planning needs, tailoring each plan to address wealth preservation and family financial security. David holds a Certificate...

Jessica R. Palombi is a licensed attorney in Florida and Pennsylvania. She devotes the majority her time to Condominium and Homeowners Association, Real Property, Small Business, and Estate Planning matters. She believes in being responsive and available to her clients and in providing individualized attention to each matter. Jessica is originally from Pittsburgh, Pennsylvania. She received her Bachelor's degree from Wheeling Jesuit University in Wheeling, West Virginia and her Juris Doctorate from Ave Maria School of Law in Naples, Florida. Jessica began her career with a prominent law firm focusing on Condo & HOA law. ...