Cortez Estate Planning Lawyers

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...

I have practiced law for over 30 years and have helped people and businesses resolve their issues including bankruptcy,probate,wills,trusts,estate planning,tax issues,litigation of many kinds and other family issues.

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...

The law firm of Feldman & Roback focuses on real estate matters (such as the purchase, sale, and mortgage financing of real estate, title insurance, and closings), including the formation of limited liability companies and Florida land trusts as entities of choice for property transactions. We provide real estate closing services, including title insurance at competitive rates. We have been title agents for Old Republic Title Insurance Company and its predecessor, Attorneys’ Title Insurance Fund, for more than thirty-five years, and are also agents for Alliant National Title Insurance Company. As real estate lawyers, we can expertly advise and help...

Brandon Robinson, Esq. received his Bachelor of Science degree in Organizational Management in 2011, from Hannibal-LaGrange University in Hannibal, Missouri. Brandon earned his Juris Doctor degree and a Certificate of Concentration in Elder Law from Stetson University College of Law in Gulfport, Florida, graduating cum laude in 2015. Upon graduation, Brandon received the Matthew Bender Elder Law Book Award as well as the William F. Blew Pro Bono Service Award, having provided over 470 hours of pro bono services during law school. Brandon was sworn in as a member of The Florida Bar in 2015, is...

For over a decade, Grivas Law Group, P.A. has been protecting our client’s estates and property rights throughout the Suncoast. As a small, family-operated law firm, we prioritize great client service and take the time to better understand the challenges and hurdles you face. Please let us know how we can help you.

We are legal professionals who live in, and are committed to assisting the people of the Sarasota-Bradenton area. We are experienced in a number of fields, including estate planning, probate, real and intellectual property, environmental, health, family, corporate and contract law. We believe that, as...

Florida attorney Aaron J. Tracy founded Tracy Law, P.A., striving to provide quality legal services that are cost effective and practical to clients' needs. Legal Services are provided with individual care and attention to address each client's concerns. Tracy Law primarily concentrates in corporate law, not-for-profit law,business law, contractual law, estate planning, probate, and estate and trust administration. Additionally, Tracy Law addresses various other matters related to the core concentration, including potential tax-related matters.

Aaron J. Tracy, Esq., LL.M., Graduated from the University of South Florida in 1996 with a B.A. in accounting. After working for several years within the accounting...

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...

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...

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...

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...

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,...

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...

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...

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.

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...

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...

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.

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

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...

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...

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.

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...