Sarasota County Estate Planning Lawyers

For the past four (4) decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, and Probate Avoidance. 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 individuals who need to...

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 in 1990. Her career in tax law...

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...

Daniel H. Smith is an elder law and estate planning attorney at Advocates in Aging, Law Office of Wiesner Smith PLLC 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 with benefits claims and appeals of VA Benefits decisions. Daniel received his law degree with honors from the George Mason University School of Law in Arlington,...

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...

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...

I have had strong focus on helping people plan for life's events since law school, where I volunteered in our elder law clinic drafting wills, trusts, and powers of attorney for low-income seniors. I also have over seven years of experience as an attorney for the United States Government working for the Social Security Administration and administrative law judges. I have extensive experience in working with administrative judges and appellate judges. As an attorney, my role in estate planning is to help you achieve your goals for your property. Your goals may include things like ensuring...

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...

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...

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.

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...

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...

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...

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...

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.

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...

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...

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.

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...

TASO M. MILONAS is admitted to practice before all courts in Florida and the U.S. Tax Court. He received his LL.M. in Taxation from the University of Florida Frederic G. Levin College of Law and J.D. from Stetson University College of Law. He has been qualified and testified as a subject-matter expert in State and Federal Courts in the areas of estate planning, undue influence, breach of fiduciary duty, fiduciary accounting, Florida Probate Code, Florida Trust Code, Florida Uniform Principal and Income Act, federal income, gift and estate tax and legal ethics. A significant portion of Taso’s...

Serving individuals and families in Charlotte County, North Port, Florida, and the surrounding areas for over 30 years. Our Law Firm specializes in Estate Planning (Trusts, Wills, and Health Planning documents), Probate (Formal Administration, Summary Administration, Ancillary Administration, Trust Administration), and Real Property Law (Deeds, Assignment of Lease, Contract review).

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...

Originally from a suburb of Philadelphia, Pennsylvania, Dana Laganella practices in Estate Planning, Probate, Trust Administration and Elder Law. She attended law school at Quinnipiac University School of Law in Hamden, Connecticut and graduated Cum Laude. She was awarded the Best Advocate of the Northeast Region and was voted Best Attorney in East Manatee County by Living Out East Magazine. It is Dana’s commitment to providing quality, affordable legal services that has won her respect and acclaim from both her peers and her clients. She truly enjoys her work. Her passion for helping people in her community is evident in...

Estate Planning, Probate, Trust Administration, Business Planning and Corporate Legal Counsel

Originally from Columbia, Missouri, Rodney Gerling is the firm’s Estate Planning, Probate, and Trust Administration 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, and became...

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...

JEFFREY S. GOETHE is a partner with Barnes Walker, Goethe, Perron, Shea, & Robinson, PLLC. The firm's main office is in Bradenton, with appointments available in the firm's Anna Maria Island, 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 Florida Bar’s Real...