Sarasota City Center
Suite 610
1819 Main Street
Sarasota, FL 34236
Phone: (941) 954-4691
Fax (941) 954-2128

Areas of Practice

ESTATE PLANNING, PROBATE AND TRUST ADMINISTRATION

Our firm assists individuals in pre-death planning for the distribution of assets at death, including preparation of wills and trusts. We also assist clients in business succession planning and asset protection planning. Upon an individual's death, we assist personal representatives and trustees in carrying out their duties to creditors and beneficiaries.

Most of our Estate Planning and Trust Practice is devoted to the preparation of wills and trusts and to income and estate tax planning. Some of our specific estate planning and administration services include counseling on preparation of last will and testaments, trusts, specialized irrevocable trusts such as insurance, charitable and intangible trusts, powers of attorney and living wills; tax planning services, including preparation and analysis of methods for reducing income taxes and preserving family properties; legal services and counseling requested by personal representatives, trustees and family members in settling estates and in the administration and distribution of trusts; and tax services in connection with the preparation of Federal estate tax returns and representation during audit.

In the administration of estates and trusts, we offer extensive services which utilize both attorneys and paralegals.

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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.