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Anne E. Moore, PLLC is an estate planning attorney that serves clients from the areas of Venice, Punta Gorda, and Rotonda West. Anne creates will and trust plans that are customized to fit each client's needs and budget and guides them along each step of the process. She is passionate about helping clients understand the estate planning process, whether they are looking into drafting a will, trust, or power of attorney or seeking assistance in probate.
Berlin Patten Ebling, which is located in Venice, provides legal counsel in several areas, including estate planning, which involves revocable trusts, wills, powers of attorney, advance healthcare directives, and long-term care planning. Its team of attorneys helps clients make informed decisions by educating them on their options based on their family dynamics, assets, and goals. They also administer probate and litigate fiduciaries and trusts. Berlin Patten Ebling was formed in 2014 and also has offices in Sarasota and Lakewood Ranch.
Established in 1984, Britton Law Group is a Venice-based firm that provides legal counsel and representation to individuals, families, and companies. Its team of estate planning attorneys develops estate plans that cover estate trust and administration, wills and trusts, probate, estate tax issues, and guardianships. Britton Law Group also offers assistance with business law and real estate-related matters. Founder Andrew Britton has been specializing in business law since 1972 and has worked for recognized legal firms, including Hansel, Post, Brandon & Dorsey.
Cuturic Law, PLLC, is a Venice-based legal firm that is headed by Andrej Cuturic. His company is focused on several practice areas, including estate planning, which involves preparing documents such as trusts, last wills and testaments, healthcare powers of attorney, and living wills. He is committed to helping clients create plans that protect their assets. In addition to estate planning, Cuturic also administers estates and offers probate assistance. He has been providing legal counsel since 2008.
Hall & Rheingans, P.L.L.C., is a Venice-based law firm founded in 2014 by Wayne Hall and Matt Rheingans. Hall is a board-certified specialist in the fields of estates, wills, and trusts. He has been in practice for more than four decades. Meanwhile, Rheingans served as the chairperson of the Venice Estate Planning Council in 2011-2012. The two attorneys assist clients in developing, implementing, and updating personalized estate plans. They also counsel clients in probate and trust administration.
Klingbeil & Roberts, P.A. is a two-attorney firm that has been providing legal counsel in Venice since 1993. One of the areas the team handles is estate planning, which involves guiding clients in revising and drafting plans through trusts and wills. Furthermore, the attorneys prepare other documents, such as living wills and powers of attorney, and they also provide estate tax advice. Robert T. Klingbeil, Jr., the firm's managing partner, has been in practice since 1983.
Law Office of Annette Z.P. Ross, PL. is a law firm located in Venice. It serves clients throughout Massachusetts, Michigan, and Florida. It offers legal assistance in estate planning and provides legal representation for cases involving probate administration, elder law, long-term care, and trust administration. The law firm offers a wide range of estate planning services, including assisting clients with designating health care surrogates and making advanced health care directives. Annette Z.P. Ross has industry experience and practice of over three decades.
Law Offices of Daily, Montfort & Toups Venice Florida is a law firm that helps Venice clients in estate planning, Medicaid planning, and probate law. Specifically, its trio of attorneys assists property owners in drafting estate plans to help them manage and protect their personal or business assets. This involves preparing trusts to ensure these resources will be preserved for beneficiaries. The firm likewise offers legal guidance for clients with IRS issues.
Ledbetter Law Group is a Venice-based law firm that offers legal consultation and representation related to estate planning. The firm helps clients create an estate plan for different purposes, such as having the client's children taken care of, having a significant reduction in taxes, and giving clients complete control over their assets while they are alive. Steve W. Ledbetter, who has been practicing law since 2002, is focused on trusts, wills, probate, business succession planning, and real estate matters.
Mellor & Backo, LLP, is an estate planning and probate law firm that caters to residential and commercial clients in Venice and its surrounding areas. The firm offers a comprehensive and simplified estate plan focusing on estate planning and administration, drafting and review of estate documents, wills and trusts, and Medicaid planning advice. Jeffrey M. Becko and Cord C. Mellor, both seasoned litigators in the subject of estate planning and management, lead the firm and are active members of the Sarasota County Bar Association.
Mowry Law Office provides legal counsel from its Venice office, covering the area of estate planning. Anthony G. Mowry, the firm's attorney, provides estate plan recommendations according to his clients' situations that may involve planning for incapacity and minimizing estate taxes. Furthermore, he helps them understand their current estate plans. Mowry also handles concerns relating to elder law, guardianship, and probate. He is a member of the Florida Bar's Real Property, Probate & Trust Law Section.
Robert L. Cemovich, who is located in Venice, provides legal counsel in several practice areas, including estate planning which may involve addressing estate disputes and preparing legal documents such as revocable trusts, durable powers of attorney, and wills. Furthermore, Cemovich helps clients address estate issues, and he also provides probate administration services. He started his legal practice in 1993 and founded his firm 13 years later. The multi-lingual attorney speaks English, German, Russian, and Serbo-Croatian.
Staas Law Group is a firm based in Venice that assists clients with estate planning. Since 2013, it has been providing legal services that are tailored to match each clients' individual needs and goals. Its practice areas include probate and trust administration, will and living trust drafting, planning for veteran’s benefits, special needs trust planning and administration, asset preservation, and application for Medicaid benefits. Its attorneys have 50 years of combined experience in the area of elder law.
Wills, Trusts, Probate and Elder Law Firm, PLLC, provides its services to clients in Venice and the surrounding places. The law firm's estate planning attorneys aid individuals in drafting their last wills and testaments, revocable and irrevocable trusts, powers of attorney, and preparation of deeds, as well as in filing with the appropriate County Clerk. Its principal lawyer, Gregory Kaiser, has conducted more than 300 estate planning seminars and was the chairman of the Clearwater Bar Association Elder Law Committee.
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An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.
With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:
Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.
While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.
To create a thorough and effective estate plan, individuals should follow these steps:
The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.
A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.
