SARASOTA FLORIDA LEGAL SERVICES

ESTATE PLANNING | PROBATE | ELDER LAW | BUSINESS | TAX | GUARDIANSHIP |REAL ESTATE |ASSET PROTECTION

I pride myself on the long term relationships developed with my clients (individuals and business owners). I strive to provide every Sarasota and Manatee County Florida client with personal attention,high quality legal services and my years of legal expertise. I have been representing sophisticated clients and businesses owners throughout Sarasota, Longboat Key, Siesta Key, Casey Key, Venice, Osprey, Englewood, Bradenton, University Park, River Club, Palm Aire, Anna Maria Island, Meadows, Holmes Beach, Ellenton and Lakewood Ranch, Florida for over Twenty-One (21) years. With offices in Sarasota and Lakewood Ranch, I am able to assist you in the following areas:

ESTATE PLANNING

Simple Will
Complex Will
Revocable Trust
Inter-Vivos Trust
Health Care Surrogate
Durable Power of Attorney
Pre-Need Guardianship Designation
Living Will
Federal Gift Tax Planning
Federal Estate Tax Planning
Inheritance Planning
Generation Skipping Tax Exclusion
Personal Residence Trust
Special Needs Trust
Asset Protection Trust
Grantor Retained Interest Trusts
Dynasty Trust
Qualified Domestic Trust
Special Needs Trust
Grantor Retained Annuity Trust
Qualified Terminal Interest Trust
Qualified Domestic Trust
Charitable Remainder Trust
Charitable Lead Trust
Irrevocable Trust
Irrevocable Life Insurance Trust
Charitable Foundation
Business Succession Planning
Family Wealth Preservation
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TAX LAW

IRS Tax Matters (Disputes & Liens)
IRS and State Tax Audits
Offers-in-Compromise
Tax Planning
Income Tax Minimization

PROBATE LAW
Formal Administration
Summary Administration
Ancillary Administration
Estate Settlement
Probate Litigation
Will Contests
(undue influence, forgery, incapacity)
Representation of Beneficiaries
Representation of Estate Creditors
Removal of Personal Representative
Creditor Claims Litigation
Property Disposition
Inheritance Disputes
Family Member Disputes
Beneficiary Rights
Spouse Elective Share Claim
Homestead Determinations
Postmortem Planning
Locating Heirs of Estate
Locating Probate Assets
Missing or Lost Will
Equitable Distribution
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TRUST LAW

Trust Administration
Trust Litigation
Inheritance Disputes
Family Member Disputes
Representation of Beneficiaries
Beneficiary Rights
Property Disposition
Representation of Trustees
Removal of Trustees
Breach of Fiduciary Duty
Locating Trust Assets
Locating Trust Beneficiaries

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ELDER LAW
End of Life Planning
Elder Abuse
Asset Protection
Government Benefits
Veteran Benefits
Medicaid Planning & Trusts
Special Needs Planning
Social Security Disability
Senior Citizen Issues
Abuse of Power of Attorney
Joint Bank Account Litigation

CORPORATE LAW

Selection of Corporate Entity
Formation of Corporate Entity
(Corporation, LLC, Partnership)
Representation of Officers, Directors, Shareholders & Members
Corporate Agreements
Purchase & Sale of Businesses
Asset Purchase Transactions
Succession Planning
Employee Stock Ownership
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ASSET PROTECTION
Prenuptial Agreement
Postnuptial Agreement
Creditor Protection Planning
Family Limited Partnerships
Creditor Protected Trusts
Domestic Asset Protection Trust

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CIVIL LITIGATION
General Civil Litigation
Business Litigation
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