Sarasota County Estate Planning Lawyers

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Marc J. Soss
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Marc J. Soss

Sarasota County, FL Estate Planning Attorney with 28 years of experience

For the past three decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, Probate Avoidance, and... Read More »
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Marc J. Soss
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Marc J. Soss
Sarasota County, FL Estate Planning Attorney with 28 years of experience
(941) 928-0310 2070 Ringling Blvd.
Sarasota, FL 34237
Free ConsultationEstate Planning
University of Miami School of Law and Cumberland School of Law, Samford University
For the past three decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, Probate Avoidance, and Guardianship Administration and Litigation proceedings. I have also represented Florida corporate entities, shareholders, LLC members and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes. My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of...
Mary King
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Mary King
Sarasota County, FL Estate Planning Lawyer with 27 years of experience
(941) 906-7585 3389 Magic Oak Lane
Sarasota, FL 34232
Estate Planning, Probate, Real Estate and Tax
Stetson University College of Law
Mary E. King, Attorney At Law As a dedicated IRS Tax defense attorney Mary has been helping clients get tax debt relief by negotiating currently non-collectible status, offers in compromise, installment agreements, innocent spouse relief, audits, removing levies, releasing liens, and negotiating penalty abatement. Mary's career as a IRS tax attorney began in 1993 after graduating from Stetson University College of Law. She graduated from the University of Florida with a Bachelor of Science in Business Administration Degree in 1988 and a Master of Business Administration Degree in Finance from Wake Forest University, Babcock Graduate School of Management...
Allan Baily
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Allan Baily
Sarasota County, FL Estate Planning Lawyer with 22 years of experience
(941) 364-9997 46 N Washington Blvd, Suite 18
Sarasota, FL 34236
Free ConsultationEstate Planning, Criminal, Juvenile and Probate
Nova Southeastern University
Experience, Respect and Reputation in the community for over 19 years. Dedicated and Aggressive Trial Defense, Criminal Defense, Juvenile Law, Domestic Violence, Family Law/Divorce, Probate, Estate Planning and Guardianship cases. Member United States Court of Appeals for the Eleventh Circuit, July 17, 1998 Member United States Middle District of Florida, August 14, 1998 Member of Sarasota County Bar Association, 1998-2017 Founding Member and Board of Directors of the Collaborative Family Law Professionals of Sarasota/Manatee Graduated Nova Southeastern University, Juris Doctor, January 31, 1998 Associate Editor for Nova Southeastern University Journal of International & Comparative...
M. Michelle Robles
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M. Michelle Robles
Sarasota County, FL Estate Planning Attorney with 1 year of experience
(941) 315-2114 8592 Potter Park Drive
Suite 150
Sarasota, FL 34238
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy and Business
Stetson University College of Law and Barry University Dwayne O. Andreas School of Law
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...
Jeffrey S. Goethe
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Jeffrey S. Goethe
Sarasota County, FL Estate Planning Attorney with 30 years of experience
Foundation Park
Foundation Park 2639 Fruitville Rd., Suite 102
Sarasota, FL 34237
Estate Planning and Probate
University of Tennessee - Knoxville
JEFFREY S. GOETHE is a partner with Barnes Walker, Goethe, Perron & Shea, PLLC. The firm's main office is in Bradenton, with appointments available in the firm's Anna Maria Island, Sarasota, Lakewood Ranch and Parrish offices. Mr. Goethe is a graduate of Maryville College and the University of Tennessee College of Law and was admitted to The Florida Bar in 1990. He is board certified by the Florida Bar as a specialist in wills, trusts and estates law and a Fellow of the American College of Trust and Estate Counsel. Mr. Goethe is a member of the Executive Council of...
Daniel Hooper Smith
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Daniel Hooper Smith
Sarasota County, FL Estate Planning Lawyer with 4 years of experience
(941) 365-9900 328 N Rhodes Avenue
Sarasota, FL 34237
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
George Mason University School of Law
Daniel H. Smith is an elder law and estate planning attorney at Advocates in Aging, Law Office of Ira S. Wiesner, P.A. 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 in appeals of VA Benefits decisions.

Daniel received his law degree with honors from the George Mason University School of Law in Arlington, Virginia. ...
Christopher Douglas Smith
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Christopher Douglas Smith
Sarasota County, FL Estate Planning Lawyer with 19 years of experience
(941) 202-2222 5391 Lakewood Ranch Blvd 203
Sarasota, FL 34240
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Real Estate
Georgetown University Law Center
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...
Christopher Kennedy Caswell
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Christopher Kennedy Caswell
Sarasota County, FL Estate Planning Attorney with 37 years of experience
(941) 954-9991 240 S Pineapple Ave #802
3700 S. Tamiami Trl., Suite 200
Sarasota, FL 34239
Estate Planning, Business, IP and Probate
Florida State University College of Law
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.
Steven W. Ledbetter
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Steven W. Ledbetter
Sarasota County, FL Estate Planning Lawyer with 18 years of experience
(941) 256-3965 229 Pensacola Road
Venice, FL 34285
Free ConsultationEstate Planning, Business, Elder and Probate
Lewis And Clark College - Northwestern School of Law
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...
Bishop L. Toups
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Bishop L. Toups
Sarasota County, FL Estate Planning Lawyer with 4 years of experience
(941) 357-7379 2014 4th Street
Sarasota, FL 34237
Free ConsultationOffers Video ChatEstate Planning, Elder, Probate and Tax
University of Florida Levin College of Law and Stetson University College of Law
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...
David Mammel
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David Mammel
Sarasota County, FL Estate Planning Lawyer with 25 years of experience
(941) 893-3449 1834 Main Street
Sarasota, FL 34236
Free ConsultationEstate Planning, Business and Elder
Indiana University Robert H. McKinney School of Law
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...
Chad Gates
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Chad Gates
Sarasota County, FL Estate Planning Lawyer with 27 years of experience
(941) 366-8010 2070 Ringling Boulevard
Sarasota, FL 34237
Estate Planning, Business, Construction and Personal Injury
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...
Gregory A Kaiser
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Gregory A Kaiser
Sarasota County, FL Estate Planning Attorney with 25 years of experience
(941) 914-9145 6751 Professional Parkway West
Suite 104
Sarasota, FL 34240
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
St. Thomas University School of Law
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.
Teresa Kay Bowman
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Teresa Kay Bowman
Sarasota County, FL Estate Planning Attorney with 14 years of experience
(941) 735-5200 1800 2nd Street
Suite 735
Sarasota, FL 34236
Estate Planning, Elder and Probate
Stetson University College of Law
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...
Ralph Lee Friedland
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Ralph Lee Friedland
Sarasota County, FL Estate Planning Attorney with 45 years of experience
(941) 365-1980 1515 Ringling Blvd.
Suite 210
Saraota, FL 34236
Offers Video ChatEstate Planning, Elder, Probate and Real Estate
University of Connecticut School of Law
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...
Anthony Greg Mowry
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Anthony Greg Mowry
Sarasota County, FL Estate Planning Lawyer with 14 years of experience
(941) 480-0333 227 Pensacola Rd.
Venice, FL 34285
Estate Planning, Elder and Probate
Temple University Beasley School of Law
David P. Johnson
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David P. Johnson
Sarasota County, FL Estate Planning Attorney with 36 years of experience
(941) 365-0118 2201 Ringling Boulevard
First Floor
Sarasota, FL 34237
Free ConsultationEstate Planning, Elder, Probate and Tax
Wayne State University Law School
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...
Dawn Marie Bates-Buchanan
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Dawn Marie Bates-Buchanan
Sarasota County, FL Estate Planning Lawyer with 21 years of experience
(941) 799-3015 333 S. Tamiami Trail
Suite 298
Venice, FL 34285
Estate Planning, Arbitration & Mediation, Landlord Tenant and Probate
Stetson University College of Law
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...
Melissa Karp
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Melissa Karp
Sarasota County, FL Estate Planning Lawyer with 30 years of experience
(941) 704-7727 871 Venetia Bay Blvd.
Suite 230
Venice, FL 34285
Free ConsultationEstate Planning, Divorce, Family and Foreclosure Defense
Florida State University College of Law
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...
Bart Scovill
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Bart Scovill
Sarasota County, FL Estate Planning Lawyer with 27 years of experience
(941) 365-2253 2480 Fruitville Road
Suite 10
Sarasota, FL 34237
Free ConsultationEstate Planning and Probate
University of Florida
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.
Joseph W Lehn
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Joseph W Lehn
(941) 487-7100 2398 Fruitville Road
Sarasota, FL 34237
Sarasota County, FL Estate Planning Lawyer
Estate Planning, Bankruptcy, Elder and Probate
Joseph W. Lehn is a New York native who now practices in Sarasota, Manatee,Charlotte and Lee County. Joe received a Bachelor of Arts in Social Sciences from the University of South Florida. He went on to receive his Juris Doctorate from Florida Coastal School of Law, Jacksonville. He received his LLM in Elder Law from Stetson University College of Law. Joe is the managing partner of Lehn Law, P.A with offices in downtown Sarasota and Port Charlotte, conveniently located on Tamiami Trail (41) by Toledo Blade. Joe is a...
Elizabeth Ann Walch Esq.
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Elizabeth Ann Walch Esq.
Sarasota County, FL Estate Planning Lawyer with 25 years of experience
(941) 341-9774 551 N Cattlemen Rd
Suite 106
Sarasota, FL 34232
Estate Planning, Divorce, Family and Workers' Comp
Stetson University
Jack William Merritt
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Jack William Merritt
Sarasota County, FL Estate Planning Lawyer with 26 years of experience
(941) 445-4841 Mediterranea Professional Park
690 South Tamiami Trail
Osprey, FL 34229
Estate Planning, Business and Real Estate
Bruce P Chapnick Esq
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Bruce P Chapnick Esq
Sarasota County, FL Estate Planning Attorney
(941) 366-8100 2033 Main St
Suite 600
Sarasota, FL 34237
Estate Planning, Business and Securities
Scott Kenneth Petersen
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Scott Kenneth Petersen
Sarasota County, FL Estate Planning Attorney with 27 years of experience
(941) 203-6075 1515 Ringling Boulevard
Suite 860
Sarasota, FL 34236
Estate Planning, Business, Criminal and DUI
Pepperdine Univ School of Law
I am Board Certified by the Florida Bar in both Condominium and Planned Development Law and Business Litigation. I represent condo and HOA Boards and assist them in their day-to-day governance issues, amending governing documents, and enforcing the restrictive covenants. Additionally, I represent the association in court in a wide variety of matters, such as disputes with owners, enforcement issues, or collecting past due assessments.
Gregory Anthony Zitani
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Gregory Anthony Zitani
Sarasota County, FL Estate Planning Attorney with 36 years of experience
(941) 552-0373 4046 Sawyer Rd
Sarasota, FL 34233
Estate Planning, Business, Employment and Family
California Western School of Law
John West
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John West
Sarasota County, FL Estate Planning Attorney with 24 years of experience
(941) 953-9600 5602 Marquesas Circle
Suite 212
Sarasota, FL 34233
Estate Planning and Tax
David Keith Cahoone
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David Keith Cahoone
Sarasota County, FL Estate Planning Lawyer with 35 years of experience
(941) 951-0707 David K. Cahoone, PA, Of Counsel
One North Tuttle Avenue
Sarasota, FL 34237
Estate Planning, Business and Tax
Western New England University School of Law
Erin Ann Itts Esq.
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Erin Ann Itts Esq.
Sarasota County, FL Estate Planning Lawyer with 15 years of experience
(941) 341-9774 551 North Cattlemen Road
Suite 106
Sarasota, FL 34232
Estate Planning, Bankruptcy, Divorce and Family
Capital University Law School
Michael Favicchio
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Michael Favicchio
Sarasota County, FL Estate Planning Lawyer with 41 years of experience
(941) 479-0529 2201 Ringling blvd. Suite 202
Sarasota, FL 34237
Estate Planning, Bankruptcy, Probate and Real Estate
Adam Bragg
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Adam Bragg
Sarasota County, FL Estate Planning Lawyer with 11 years of experience
1990 Main Street
Suite 725
Sarasota, FL 34236
Estate Planning, Divorce and Family
Capital University Law School
John L Ferrari Jr.
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John L Ferrari Jr.
Sarasota County, FL Estate Planning Attorney
2014 Fourth Street
Sarasota, FL 34237
Estate Planning
Kevin Sanderson
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Kevin Sanderson
Sarasota , FL Estate Planning Lawyer with 18 years of experience
(941) 444-1548 SnugHarbor Village Office Complex
7717 Holiday Drive
Sarasota , FL 34321
Estate Planning, Bankruptcy, Employment and Probate
St. Thomas University School of Law
Kevin Sanderson serves your legal needs throughout all of West Central Florida, including Sarasota, Casey Key, Siesta Key, Longboat Key, Bradenton, North Port, Punta Gorda, Port Charlotte, Fort Myers, Arcadia, Englewood, and Naples.

Education
Kevin F. Sanderson is a graduate of Boston University (B.A., Psychology) and obtained his juris doctor from St. Thomas University School of Law in Miami, FL. He continued his education, obtaining his LL.M. (legal laureate masters) in international taxation and offshore finance, also at St. Thomas University School of Law. Kevin was born and raised in New Jersey.

Licenses
Mr. Sanderson is a member of the Florida Bar, a member...
Jason Knott
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Jason Knott
Manatee County, FL Estate Planning Lawyer with 10 years of experience
(941) 405-3496 P.O. Box 110345
Lakewood Ranch, FL 34211
Estate Planning, Business, Cannabis Law and Tax
Washburn University School of Law
Jason devotes his legal career to helping individuals and businesses navigate the complexities of U.S. and international tax laws and regulations. His commitment is to provide the most sophisticated and highest quality tax services which has enabled him to build meaningful and lasting relationships with clients.

Jason has over 8 years of tax experience advising individuals and global organizations on tax issues related to domestic reporting and compliance, and international tax issues involving tax treaties, transfer pricing, and cross-border investments and business operations. He also represents individuals and businesses faced with IRS notices and audits, and can assist with...
Neil R. Covert
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Neil R. Covert
Manatee County, FL Estate Planning Lawyer with 43 years of experience
(941) 306-0185 9040 Town Center Parkway
Lakewood Ranch, FL 34202
Free ConsultationEstate Planning and Probate
The John Marshall Law School
Estate Planning, Probate, Trust Administration, Business Planning and Corporate Legal Counsel
Rodney Gerling
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Rodney Gerling
Manatee County, FL Estate Planning Lawyer
(941) 756-6600 6148 State Road 70 East
Bradenton, FL 34203
Estate Planning, Elder and Probate
Originally from Columbia, Missouri, Rodney Gerling is the firm’s Personal Injury, Estate Planning, Probate, and Civil litigation Attorney. He attended law school at Quinnipiac University School of Law in Hamden, Connecticut. He has been admitted to the Florida Bar and the Federal Bar. Rodney is also a member of the Manatee County and Sarasota County Bar Associations in addition to the Florida Association of Criminal Defense Lawyers and the Manatee Chamber of Commerce. He began his legal career at the Sarasota County Public Defender’s Office where he handled thousands of cases, served as Lead Attorney on over 50 Jury Trials,...
Douglas J Elmore
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Douglas J Elmore
Manatee County, FL Estate Planning Lawyer
(941) 366-4800 200 South Orange Avenue
Sarasota, FL 34201
Estate Planning
Anne Sheffler Douglass
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Anne Sheffler Douglass
Manatee County, FL Estate Planning Attorney with 43 years of experience
(941) 746-6656 4501 Manatee Ave. W. #229
Bradenton, FL 34209
Estate Planning, Elder and Probate
Loyola University New Orleans
Anne grew up in Manatee County, Florida and has always served those in her community. She has witnessed the devastation caused by failure of families to plan for long term care, disabilities and end of life. Her goal is to make these life challenges easier to negotiate for the Senior as well as for the Senior’s family. Having practiced law here since 1977, she practices Elder Law which includes probate and estates, estate planning, guardianships, wills, trusts, durable powers of attorney, advance directives, Medicaid planning and Special Needs Trusts. In addition to her professional associations, Anne...
D. Robert Hoyle
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D. Robert Hoyle
Manatee County, FL Estate Planning Attorney with 34 years of experience
(941) 745-1124 1001 3rd Avenue West
Ste 260
Bradenton, FL 34205
Estate Planning, Arbitration & Mediation, Landlord Tenant and Probate
Harvard Law School and Capital University Law School
Anthonia Imudia
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Anthonia Imudia
Manatee County, FL Estate Planning Attorney
(813) 499-9993 345 6th Avenue W.
Suite 25
Bradenton, FL 34205
Free ConsultationOffers Video ChatEstate Planning, Health Care, Medical Malpractice and Personal Injury
Stetson University College of Law

Anthonia “Toni” Imudia graduated from Stetson University College of Law with a JD/MBA degree. She obtained a Bachelor of Science degree and Master of Science degree from Columbia University in the City of New York. She also attended the University of Miami and graduated with a Doctor of Nursing Practice degree.

Toni has been an advocate for the most vulnerable in her community. She has years of experience in practice management, including providing visionary leadership and performance improvement strategies for organizations. Understanding the challenges of the medical field and their pursuit of finding qualified talent from around the world...
Estate Planning Lawyers in Nearby Cities

Sarasota County Estate Planning Legal Aid & Pro Bono Services

Legal Aid of Manasota, Inc.
(941) 366-0038
Sarasota, FL


Gulfcoast Legal Services
(727) 821-0726
St. 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.

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