Sarasota County, Florida Estate Planning Lawyers
Daniel received his law degree with honors from the George Mason University School of Law in Arlington, Virginia. While in law school,...
Christopher started his career with the international law firm of Dechert LLP in 2001, working as an associate in the securities law...
Slade received his Associate of Arts in 1997 from Santa Fe College. Afterwards, he received his Bachelor of Arts in Political Science in 1999 from the University of Florida, where he also received his Master of Arts in Political Science in 2001, along with a Certificate of Concentration in Political Campaigning. In 2004, Slade received his Juris Doctor from Stetson University College of Law, along with a Certificate of Concentration in Advocacy.
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...
Bradenton, FL 34205
University of Tennessee - Knoxville
Estate Planning Lawyers in Nearby Cities
Sarasota County Estate Planning Legal Aid & Pro Bono Services
Legal Aid of Manasota, Inc.
Gulfcoast Legal Services
St. Petersburg, FL
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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