Managing Partner - Sarasota, Attorney At Law
CurrentI offer comprehensive advice through myriad wealth accumulation strategies that offer opportunities to mitigate taxes and preserve the value of an estate; the tax implications of protecting and transferring personal and business assets to heirs and beneficiaries or for philanthropic intentions; family-business management succession, business inheritance, and valuation; the establishment of complex trusts and estates designed to provide future care for dependents, incapacitated children or elderly family members; Medicaid qualification and the protection of assets from the cost of nursing home care; and of utmost importance, I work in conjunction with our clients’ other personal advisors to ensure the safeguarding their assets. Complementing my trust and estate practice is my representation of business owners and their respective business entities. Whether working with a start-up company or an existing corporate client wanting to establish a new entity, I assist my clients in outlining a business structure that best considers financial and tax implications, differences in employee benefit programs and pension and profit sharing plans, equity owner agreements, and their respective business succession and wealth planning techniques.