Clearwater, Florida Estate Planning Lawyers

Theodore Robert Schofner
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Compassionate Estate Planning lawyer serving Tampa Bay & all Florida since 1990

Our firm has years of legal experience satisfying Estate Planning needs across Tampa and throughout Florida. Many satisfied clients. Contact us to schedule a consultation today. Read More »
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Jeffrey Peters Coleman
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Clearwater, FL Estate Planning Attorney with 34 years experience
(727) 461-7474 581 S Duncan Ave
Clearwater, FL 33756
Free ConsultationEstate Planning, Personal Injury, Probate and Securities
William & Mary Marshall-Wythe School of Law
I grew up in a large NAVY family. My father flew out of Tampa's MacDill Air Force Base in the sixties and I fell in love with the Tampa Bay community. After law school I came back to Florida to pursue my legal career with a passion for helping out individuals and famlies. I really enjoy the waterfront lifestyle here (when I can find the time to do so). I have a strong and long serving staff that makes client communication a top priority. My greatest joy is to work alongside my clients to help...
Walter B Shurden Jr.
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Clearwater, FL Estate Planning Lawyer with 20 years experience
611 Druid Road East
Suite 712
Clearwater, FL 33756
Estate Planning, Elder and Probate
Mercer University Walter F. George School of Law
Walt Shurden is a Florida Board Certifed Elder Law Attorney and a former Georgia CPA who used to audit nursing homes and hopitals for a Medicare contractor. Now he represents families who seek Medicaid and VA eligibility because they need help paying for the high cost of long term care. He devises estate plans and asset protection plans for his clients. He also serves as fiduciary, and represents other fiduciaries in probate and trust administration proceedings. All four staff members are experienced and have been with the firm for over 10 years.
Susan Marie Charles
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Clearwater, FL Estate Planning Lawyer with 14 years experience
(727) 723-2222 26750 U.S. Highway 19 North
Suite 110
Clearwater, FL 33761
Free ConsultationEstate Planning and Elder
Stetson University College of Law and Stetson University College of Law
Susan M. Charles, J.D., LL.M. (Elder Law) Attorney Susan Marie Charles is an attorney practicing in Clearwater, Largo, St. Petersburg, and Tampa, Florida. She provides comprehensive legal services to people in the Tampa Bay area who need assistance with estate planning, Medicaid planning, guardianship, and trust and estate administration. A native of Rockville, Maryland, Susan enjoyed a 10-year career as an international travel consultant in Washington, D.C., San Francisco, and Tampa. A King-O'Neal Scholar, she graduated first in her undergraduate class, receiving her Bachelor's Degree Summa Cum Laude from the University of South Florida Honors College in 2002. She received her...
John Richert
Claimed Lawyer ProfileQ&ASocial Media
Clearwater, FL Estate Planning Lawyer with 5 years experience
(727) 235-6461 5801 Ulmerton Road, Suite 100
Clearwater, FL 33760
Free ConsultationEstate Planning, Business and Probate
Stetson University College of Law
John Richert is a Managing Attorney at Richert Quarles, P.A. He received his Juris Doctor from Stetson University College of Law in Gulfport, Florida and a Master’s in Business Administration from Stetson University in Deland, Florida in May 2013. While at Stetson, John participated in Stetson’s pro bono program and was a member of the Phi Alpha Delta Law Fraternity. Before attending Stetson, John attended the College of William and Mary located in Williamsburg, Virginia and received a Bachelor’s Degree in Business Administration majoring in Finance. John was admitted to the Florida Bar in September 2013. John’s practice is focused...
R. Todd Burbine
Claimed Lawyer ProfileSocial MediaResponsive Law
Tampa, FL Estate Planning Attorney with 15 years experience
(727) 286-6257 3410 Henderson Blvd
200
Tampa, FL 33609
Free ConsultationEstate Planning, Landlord Tenant, Probate and Real Estate
Whittier Law School
Mr. Burbine specializes in Real Estate, (Foreclosures) Development Planning and Land Use Law, Landlord/Tenant and Boundary Disputes, Probate and Trust Administration, Estate Planning, and General Civil Litigation. Before starting his own firm Mr. Burbine clerked with firms practicing mainly in Civil Litigation. Mr. Burbine also clerked with the Orange County Public Defenders Office (California) and the Tampa City Attorney's Office. After passing the Bar, Mr. Burbine practice family law and general civil litigation before practicing mainly Real Estate, Municipal Law and Estate Planning and Probate. Mr. Burbine has been the Assistant City Attorney for several Local Municipalities; including Safety...
Carol A Lawson
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Clearwater, FL Estate Planning Attorney with 21 years experience
(727) 410-2705 28870 US Highway 19 N #300
Clearwater, FL 33761
Free ConsultationEstate Planning, Bankruptcy, Elder and Foreclosure Defense
Western Michigan University Cooley Law School
David Thorpe
Claimed Lawyer ProfileBlawgsearchSocial Media
Clearwater, FL Estate Planning Attorney with 22 years experience
(727) 796-5600 3000 Gulf to Bay Boulevard #313
Clearwater, FL 33759
Estate Planning, Bankruptcy, Family and Foreclosure Defense
Stetson University
David Thorpe is originally from the Detroit Michigan area, but since 1988 he has been a resident of Tampa, Florida. Mr. Thorpe has been practicing in the Tampa Bay area since 1997. Upon being admitted to the Florida Bar in 1997, Mr. Thorpe served as a federal law clerk to the judges in the Middle District of Florida. Afterwards he worked as assistance legal counsel for the Hillsborough County Sheriffâs Office. He is a member of the Florida Bar and is licensed and authorized to practice in all state courts in Florida, the United States District Court for the Middle District...
Joshua E Adams
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Clearwater, FL Estate Planning Attorney with 10 years experience
(321) 314-2828 235 N Garden Avenue
Clearwater, FL 33755
Free ConsultationEstate Planning, Criminal, DUI and Probate
Florida State University College of Law
The Adams Law Firm, P.A. was founded by husband and wife attorneys, Josh and Amy Adams. Josh is an experienced trial attorney. He started his career as a criminal prosecutor, where he prosecutor crimes from minor traffic crimes, including DUI, to felonies punishable by life in prison. After leaving the prosecutors office, Josh worked at a small firm in Orlando practicing criminal defense, civil litigation, and probate. In 2013, along with his wife, he started the Adams Law Firm, P.A. with a goal or bringing excellent representation and communication to Central Florida. Amy Adams...
Patrick D. Quarles
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Clearwater, FL Estate Planning Attorney with 5 years experience
(727) 235-6461 13575 58th St. N
Clearwater, FL 33760
Free ConsultationEstate Planning, Elder and Probate
Stetson University College of Law
Patrick D. Quarles is a shareholder attorney at Richert Quarles P.A.. Patrick was admitted to the bar in 2013. He received his Juris Doctor from Stetson University College of law in Gulfport, Florida. While at Stetson he participated in the Family Law Internship Program and interned for the City Attorney’s office in St. Petersburg, as well as the pro bono program. Before attending Stetson, Patrick worked for the Transportation Security Administration as a Supervisor and attended George Mason University in Fairfax, Virginia and received a Bachelor’s Degree in Anthropology. Prior to moving to Washington, D.C., Patrick...
Michael John Faehner
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Clearwater, FL Estate Planning Lawyer with 24 years experience
Clearwater, FL 33764
Free ConsultationEstate Planning, Business and Tax
Valparaiso University School of Law
Michael was born in Manhasset, New York. He graduated from the University of Notre Dame in 1991 with a Bachelors of Business Administration in Finance along with a Bachelors of Arts in History. He attended Valparaiso University School of Law, graduating with multiple honors in 1994. Michael passed the Bar in 1994 and has been a practicing attorney since then. In 2005, he graduated from the University of Florida School of Law with an LL.M. in Taxation. He is licensed to practice in all state courts in the state of Florida, the Middle District of Florida, the United States Supreme...
Craig A. Epifanio
PREMIUM

Florida Estate Planning Lawyer with 22 years experience

An Experienced and Aggressive Legal Advocate Providing Attentive and Caring Client Service Along Florida's Gulf Coast Lawyer Craig A. Epifanio began his practice of law solely defending those accused of a crime. He... Read More »
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Michael T. Heider
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Clearwater, FL Estate Planning Attorney with 12 years experience
10300 49th St N
Clearwater, FL 33762
Estate Planning, Elder, Probate and Tax
University of Florida
Neil R. Covert
Claimed Lawyer Profile
Clearwater, FL Estate Planning Lawyer with 42 years experience
(727) 449-8200 311 Park Place Blvd, Ste. 180
Clearwater, FL 33759
Free ConsultationEstate Planning and Probate
The John Marshall Law School
Estate Planning, Probate, Trust Administration, Business Planning and Corporate Legal Counsel
J. Corey Silverman
Claimed Lawyer ProfileSocial Media
Clearwater, FL Estate Planning Attorney with 15 years experience
(727) 498-5207 1253 Park Street
Suite 200
Clearwater, FL 33756
Estate Planning, Business, Probate and Tax
Stetson University College of Law
Gregory Allen Fox
Claimed Lawyer Profile
Clearwater, FL Estate Planning Attorney with 35 years experience
(888) 342-7314 2515 Countryside Boulevard
Suite G
Clearwater, FL 33763
Estate Planning, Business, Real Estate and Tax
University of Florida
At Fox and Fox, P.A., experience is our strongest asset. Established in 1970 by Roland Fox, the firm has served individuals and businesses throughout Clearwater, Palm Harbor, Safety Harbor, Dunedin and Tarpon Springs for more than 40 years. The founder's son, Gregory Fox, continues the firm’s long-standing tradition of providing quality, client-centered services that achieve positive results. With 30 years of experience, attorney Gregory Fox is qualified to handle a wide range of legal issues including preparing documents for your basic or complex estate planning needs, representing you in the purchase or sale of your commercial or residential property,...
David Lee Jones
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Clearwater, FL Estate Planning Attorney with 35 years experience
2451 McMullen Booth Road, Suite 200
Clearwater, FL 33759
Estate Planning, Bankruptcy, Divorce and Family
Richard Gottlieb Esq
Claimed Lawyer Profile
Clearwater, FL Estate Planning Attorney with 38 years experience
(727) 791-1977 2475 Enterprise Rd, Ste100
Clearwater, FL 33763
Estate Planning, Business, Probate and Real Estate
University of Akron School of Law
Travis Dean Finchum
Claimed Lawyer Profile
Clearwater, FL Estate Planning Attorney with 23 years experience
(727) 443-7898 901 Chestnut St
Suite C
Clearwater, FL 33756
Estate Planning and Elder
Managing Partner for Karol, Hausman, Sosnik & Finchum, LLP. Board Certified in Elder Law and Co-Chair of the Special Needs Trust Committee of the Florida Bar Elder Law Section.
Richard Lee Pearse
Claimed Lawyer Profile
Clearwater, FL Estate Planning Lawyer with 40 years experience
(727) 462-9009 1239 S Myrtle Ave
Clearwater, FL 33756
Estate Planning, Business, Elder and Real Estate
University of Florida
Clearwater, FL Estate Planning Attorney with 23 years experience
(727) 726-1514 1744 N Belcher Rd
Clearwater, FL 33765
Estate Planning, Business, Real Estate and Tax
Stetson University College of Law
Clearwater, FL Estate Planning Attorney with 14 years experience
(727) 729-2248 1101 S Evergreen Ave
Clearwater, FL 33756
Estate Planning, Business, Divorce and Family
Brooklyn Law School
Susan Charles
Claimed Lawyer ProfileSocial Media
Largo, FL Estate Planning Lawyer with 14 years experience
(727) 683-1483 801 West Bay Drive
Suite 518
Largo, FL 33770
Free ConsultationEstate Planning and Elder
Stetson University College of Law and Stetson University College of Law
Susan M. Charles, J.D., LL.M. (Elder Law) Attorney Susan Marie Charles is a Martindale-Hubbell "AV Preeminent" peer review rated elder law attorney practicing in Clearwater, Largo, St. Petersburg, and Tampa, Florida. She provides comprehensive legal services to people in the Tampa Bay area who need assistance with estate planning, Medicaid planning, guardianship, and trust and estate administration. A native of Rockville, Maryland, Susan enjoyed a 10-year career as an international travel consultant in Washington, D.C., San Francisco, and Tampa. A King-O'Neal Scholar, she graduated first in her undergraduate class, receiving her Bachelor's Degree Summa Cum Laude from the University of South...
Zachary D. Herman
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Largo, FL Estate Planning Attorney with 8 years experience
(727) 584-8161 200 Clearwater Largo Rd S
Largo, FL 33770
Free ConsultationEstate Planning, Bankruptcy, Maritime and Personal Injury
Florida State University College of Law
Attorney Zachary D. Herman is passionate about defending the rights of his client. Call or email today to schedule a consultation.
Theodore Robert Schofner
Claimed Lawyer ProfileLII GoldSocial Media
Largo, FL Estate Planning Attorney with 35 years experience
(800) 891-9996 2117 Indian Rocks Road South
Largo, FL 33774
Free ConsultationEstate Planning, Elder, Nursing Home and Probate
DePaul College of Law
We assist families avoid impoverishment from long term care and nursing home expense by qualifying their loved ones for Medicaid and VA benefits. We prepare Wills, Trusts and Durable Powers of Attorney and settle Estates and Trusts. We seek maximum recovery when loved ones are abused or neglected in a Nursing Home or ALF. Ted moved to Florida in 1960 from Michigan and began his firm in 1990. Over the 32 years that he has been in practice, Ted has helped many hundreds of families qualify for Medicaid and protect the assets that they have worked a lifetime to...
Craig A. Epifanio
Claimed Lawyer ProfileQ&ALII SilverSocial Media
Seminole, FL Estate Planning Lawyer with 22 years experience
(727) 528-1859 10010 Seminole Blvd
Seminole, FL 33772
Free ConsultationEstate Planning, Criminal, DUI and Juvenile
Western Michigan University Cooley Law School
An Experienced and Aggressive Legal Advocate Providing Attentive and Caring Client Service Along Florida's Gulf Coast Lawyer Craig A. Epifanio began his practice of law solely defending those accused of a crime. He gained considerable experience aggressively pursuing justice for those accused of all levels of crime, to the point that in 2005 he was elected as President of the Pinellas Association of Criminal Defense Lawyers (PACDL) for that year. He now uses his natural ability to listen and empathize in order to gain a clear picture of the events leading up to a client's arrest, assess each individual legal issue...
Mr. Jerrold Edward Slutzky
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Safety Harbor, FL Estate Planning Lawyer with 42 years experience
529 Harbor Grove Circle
Safety Harbor, FL 34695
Free ConsultationEstate Planning, Business and Probate
The John Marshall Law School
Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Services ( wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, guardianships, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, succession planning, and general business law, counseling, and advice. Bachelor of Science Degree in Finance from the University of Illinois ( Champaign -Urbana ), and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois
D. Rep DeLoach
Claimed Lawyer ProfileSocial Media
(727) 397-5571 8640 Seminole Blvd
Seminole, FL 33701
Seminole, FL Estate Planning Lawyer with 19 years experience
Estate Planning, Elder and Probate
Mercer University Walter F. George School of Law
I give families peace of mind by helping them create estate plans that make sure their family is protected upon their death of incapacity. I also help families in difficult times when their elder is no longer to safely stay home due to the aging or disease process by helping protect assets and apply for Medicaid and VA benefits.

I was fortunate to grow up in Pinellas County with my father being a well-known and respected attorney. With my father’s encouragement and my own passion for helping others, I knew that estate planning and elder law was the career path for...
John K. Carter
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St. Petersburg, FL Estate Planning Attorney with 29 years experience
(727) 456-8970 9455 Koger Blvd, Ste 102
St. Petersburg, FL 33702
Free ConsultationEstate Planning, Business, DUI and Probate
University of Virginia School of Law
John Carter has more that 25 years in the financial services industry. He runs a law office in St. Petersburg. Until recently, John served as Chairman, President, and CEO of a $50 billion asset management company consisting of approximately 120 funds and 35 investment sub-advisers. He has a vast amount of experience, which includes working for a law firm (Skadden Arps), a federal regulator (SEC), and leading companies (Franklin Templeton, Citigroup, and Transamerica). He is licensed as an attorney in Florida, the District of Columbia, and Virginia. John currently is obtaining a Master of Theology from Saint Leo University, Dade...
Mr. Richard I. Kantner Jr.
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St. Petersburg, FL Estate Planning Attorney with 25 years experience
(727) 781-8201 31 Beach Drive, SE
Bayfront Tower
St. Petersburg, FL 33701
Free ConsultationEstate Planning, Elder and Real Estate
Regent University School of Law
* Admitted to: Florida Bar, 1993; Tennessee Bar, 2007; U.S. District Court, Middle District of Florida, 2000; U.S. Supreme Court, 2006. * Primary practice areas: Estate Planning (wills, trusts, Probate), Elder Law, Medicaid Planning, Real Estate (commercial and residential title closings), transactions, and Business Entities. * A featured speaker for the 2007 Financial Professionals Expo, Tampa, Florida, and the 2000 Money Sense Live personal-finance seminar sponsored by the Tampa Tribune and the Financial Planning Association of Tampa Bay. Frequent seminar speaker on the topic of estate planning. Several appearances on local television shows, including FLA Law (cable), Eight on...
Spiro J. Verras
Claimed Lawyer ProfileSocial Media
Palm Harbor, FL Estate Planning Attorney with 25 years experience
(727) 493-2900 31640 US 19 N
Suite 4
Palm Harbor, FL 34684
Estate Planning, Business, Elder and Probate
Tulane University School of Law
A graduate of Yale and Tulane, Spiro’s professional background includes estate planning and probate, corporate and business law, real estate and closings, intellectual property, immigration and civil litigation, with experience in serious personal injury and probate litigation. He has handled class actions, consumer protection and privacy matters, and has pursued claims against major financial institutions on behalf of defrauded customers, and he has tirelessly championed civil rights suits. A native of Tarpon Springs, Florida, Spiro was formerly a partner at Jones, Verras & Freiberg, a New Orleans-based multistate law firm. After returning to the Tampa Bay area, Spiro served...
Mark Hanks
Claimed Lawyer Profile
Saint Petersburg, FL Estate Planning Lawyer with 31 years experience
(727) 578-8529 9600 Koger Blvd North
Suite 104
Saint Petersburg, FL 33702
Free ConsultationEstate Planning, Criminal, Divorce and Probate
Saint Louis University School of Law
Prompt and personal legal representation in the areas you need most: Family/Divorce, Criminal Defense, and Auto Accident/Injury, throughout the Tampa Bay, St. Petersburg/Clearwater/Tampa area. Attorney Hanks, P.A. is Justice Served.
Shontane Spiegel
Claimed Lawyer ProfileResponsive Law
Palm Harbor, FL Estate Planning Lawyer with 2 years experience
(727) 221-0991 36408 US Highway 19 N.
Palm Harbor, FL 34684
Free ConsultationEstate Planning and Probate
Barry University Dwayne O. Andreas School of Law
Shontane Spiegel, a lifelong resident of Florida, was born and raised in the Tampa Bay area. Her deep community roots, passion for people, and desire to help those who need it most allow her to provide clients with dedicated legal services. As one of Florida’s up and coming attorneys, she offers her clients a distinguished combination of legal expertise and a compassionate approach to client representation. Whether she is helping you with a comprehensive estate plan, guiding a matter through the probate process or assisting a trustee or beneficiary with the administration of a trust, her zealous advocacy and relentless...
Jeffrey Herzog
Claimed Lawyer ProfileSocial Media
Palm Harbor, FL Estate Planning Lawyer with 13 years experience
(727) 789-4000 3106 ALT US 19
Palm Harbor, FL 34683
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
George Mason University School of Law
Thomas Tripp
Claimed Lawyer ProfileQ&A
Pinellas Park, FL Estate Planning Lawyer with 36 years experience
(727) 544-8819 4930 Park Boulevard
Suite 12
Pinellas Park, FL 33781
Free ConsultationEstate Planning, Criminal, Elder and Probate
University of Florida and University of Florida
Jonathan James Damonte
Claimed Lawyer Profile
Largo, FL Estate Planning Lawyer with 39 years experience
(727) 586-2889 12110 Seminole Blvd
Largo, FL 33778
Free ConsultationEstate Planning and Real Estate
Stetson University College of Law
Catherine Day Hult
Claimed Lawyer Profile
Largo, FL Estate Planning Lawyer
(727) 586-3306 10225 Ulmerton Road
Bldg #11
Largo, FL 33771
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Loyola University Chicago School of Law
Marital and Family Law Attorney serving Pinellas and Hillsborough Counties. Free consultation. Saturday morning appointments by request.
Dennis R. DeLoach Jr.
Claimed Lawyer ProfileSocial Media
Seminole, FL Estate Planning Attorney
(727) 397-5571 8640 Seminole Blvd
Seminole, FL 33772
Estate Planning, Business and Real Estate
Stetson University College of Law
Bryan L Albers
Claimed Lawyer Profile
Seminole, FL Estate Planning Lawyer with 25 years experience
(727) 545-9334 11125 Park Blvd Suite 104-101
Seminole, FL 33772
Estate Planning, Elder and Family
University of Florida
Christine R. O'Neil
Claimed Lawyer ProfileSocial Media
Seminole, FL Estate Planning Lawyer
(727) 397-5571 8640 Seminole Blvd
Seminole, FL 33772
Estate Planning, Elder and Probate
Stetson University College of Law
William Brian Rambaum
Claimed Lawyer Profile
Oldsmar, FL Estate Planning Attorney with 39 years experience
(727) 781-5357 3684 Tampa Rd #2
Oldsmar, FL 34677
Estate Planning, Elder and Probate
Mr.  C. Todd Marks
Claimed Lawyer Profile
Tampa, FL Estate Planning Attorney with 18 years experience
(813) 490-5211 12029 Whitmarsh Lane
Tampa, FL 33626
Estate Planning, Bankruptcy, Business and Construction
George Mason University School of Law
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Estate Planning Lawyers in Nearby Cities

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Clearwater Estate Planning Legal Aid & Pro Bono Services

Gulfcoast Legal Services
(727) 443-0657
Clearwater, FL


Community Law Program
(727) 582-7402
Saint Petersburg, FL

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.