Estate Planning

Protect Your Loved Ones & Preserve Your Legacy

Contrary to popular belief, estate planning is not only for the phenomenally wealthy: every family should have an estate plan. Simply put, a comprehensive estate plan covers two main situations: incapacity and death. While these topics may be difficult to talk about, our estate planning attorneys will guide you through what can be a confusing process in a clear, caring, confidential, and holistic manner. By establishing a solid estate planning foundation now, our estate and trust lawyers will help you eliminate future uncertainty by ensuring that you and your family are protected and that your legacy is preserved for generations to come.

Simple Will or Living Trust?

Simple Will or Living Trust? This is one of the most frequently asked questions our estate lawyers encounter. While estate planning is not “one size fits all,” there are certain foundational estate planning documents everyone should have:

  • Last Will & Testament
  • Durable Power of Attorney
  • Health Care Surrogate Designation
  • Living Will
  • Revocable Living Trust (optional)

Our estate planning attorneys can help you decide whether an estate plan built upon a Simple Will or a Revocable Living Trust is best for you based on your unique asset profile, family dynamics, and personal estate planning goals. While a Revocable Living Trust is one of the most reliable and secure ways to avoid probate upon your demise, our will and trust lawyers can also advise you on the pros and cons of using beneficiary designations and lady bird deeds (also known as enhanced life estate deeds) as part of your overall estate plan.

A Customized Estate Plan that Stands the Test of Time

At Berlin Patten Ebling, we take a customized approach to estate planning: our goal is to educate you by presenting options in clear, plain language, never to sell you on any particular estate planning technique. Our estate planning lawyers will empower you to choose the best solution to protect your assets and your family, and we will encourage you to meet with us on an annual basis to ensure your plan stands the test of time as your family situation and the law inevitably change. 

Estate Planning Services:

  • Wills
  • Revocable Trusts
  • Other Types of Trusts
  • Trust Funding
  • Health Care Advance Directives
  • Powers of Attorney
  • Beneficiary Designations
  • Lady Bird Deeds
  • Business Succession Planning
  • Long Term Care Planning
  • Estate & Gift Tax Planning

 

Estate & Trust Administration Services: 

  • Probate Administration
  • Trust Administration
  • Will Contests
  • Fiduciary Litigation
  • Trust Litigation

Recent Estate Planning & Tax Blogs

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SARASOTA OFFICE
3700 South Tamiami Trail, Suite 200
Sarasota, FL 34239
Phone: 941-954-9991
Fax: 941-954-9992
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247 Tamiami Trail South, Suite 201
Venice, FL 34285
Phone: 941-955-9991
Fax: 941-484-9992
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8433 Enterprise Circle, Suite 100
Lakewood Ranch, FL 34202
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Grand Central Place
442 W Kennedy Blvd #312,
Tampa, FL 33606
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Best Law Firm

PRACTICING ATTORNEYS

Rachel Drude-Tomori, Esq., LL.M.

Gary W. Peal ESQ. LLM. Taxation

Mark C. Mann, Esq.

Chris K Caswell

Christopher K. Caswell, ESQ. MBA. CFP.

Schedule Estate Planning Consultation

  • Personal Information

  • Name as it will appear in legal documents
  • Name as it will appear in legal documents
  • What are your planning objectives?

    Please identify the reasons you are considering planning or areas you would like to learn more about (select as many as you wish):
  • “For special needs beneficiaries only: By providing instructions, people, and assets to support your special needs beneficiaries above a poverty lifestyle.
    For business owners only: By providing for the orderly continuation and transfer of family business interests rather than a distress sale
  • A member of the Berlin Patten Ebling Estate Planning Department will be in touch with you shortly to schedule a consultation. Please acknowledge that this information is being provided for initial information purposes only, and additional information and consultation will be necessary to prepare your estate planning documents. NO ATTORNEY CLIENT RELATIONSHIP IS CREATED BY YOUR SUBMITTAL OF THIS INFORMATION. Information provided will remain confidential and held in compliance to our privacy policy.
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