Estate Planning, Wills and Trusts at Fergerson-Skipper, Sarasota attorneys

Estate Planning
Wills & Trusts

Wills, Trusts and Estate Planning

The focus of our estate planning practice is to provide our clients with the security and peace of mind of knowing that their wishes will be carried out and their heirs and beneficiaries will be taken care of through a comprehensive estate plan.

Our estate planning services include:

  • Wills
  • Trusts (Lifetime, Revocable and Irrevocable)
  • Living Wills and Health Care Directives
  • Durable Powers of Attorney
  • Charitable Gift and Philanthropic Planning
  • Gift Planning and Other Solutions for Eliminating or Minimizing Estate, Gift, and Generation-Skipping Transfer Tax Liability
  • Guardianships, Elder Care Medical and Legal Concerns, and Other End-of-Life Issues
  • Estate and Pre- and Post-Mortem Trust Administration
  • Sophisticated Post-Mortem Tax Advice
  • Advice to Fiduciaries in Administering and Managing Estates and Trusts

We can assist all those seeking qualified advice and experienced attorneys to help protect their legacies and families’ future security.

State and Federal Tax Planning

As part of our commitment to providing our clients with a wide range of estate planning services, our attorneys have the knowledge, dedication and experience to address a variety of tax matters, including:

  • Federal and State Tax Planning
  • Gift, Estate, and Generation-Skipping Transfer Tax Minimization Strategies
  • IRS Tax Audits and Disputes