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Wills, Trusts & Estates |
 Our firm represents individual trustees, personal representatives,
attorneys-in-fact and guardians in the administration of estates. We
utilize an on-line accounting and record keeping service administered
through a local trust company, which results in time and money savings for
beneficiaries of estates and trusts. We strive to keep our clients advised of the necessity of executing and
updating advance directives, which serve to assist our clients during their
lifetimes.
We are committed to maintaining expertise in the rapidly changing tax
laws affecting estates and we strive to develop an estate plan that will
meet the individual goals of the client.
We
work closely with the trust departments of many area banks
and other financial institutions and are familiar with their
personnel and procedures. These relationships enable
us to better meet our clients' needs when a bank or other
financial institution is chosen to serve as trustee,
guardian or personal representative.
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Our firm is
experienced in advising clients in matters involving planning
and administering estates and trusts including:
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Will and Trust drafting and execution.
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Estate and gift tax planning.
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Business succession planning.
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Medicaid Planning.
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Personal Residence Trusts.
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Use of retirement plan benefits.
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Land Trusts.
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Planning for
a non-U.S. Citizen spouse.
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Insurance Planning.
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Guardianship administration.
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Estate and trust administration.
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Preparation of estate and gift tax returns.
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Charitable
planning, including Charitable Remainder Trusts, Charitable
Lead Trusts and Private Foundations.
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Advance directive planning, including powers of attorney, Designations of
Health Care Surrogate, and living wills concerning life-prolonging
procedures.
Photo Source:
Pinellas County Public Affairs Dept.
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Fisher & Sauls, P.A., P.O. Box 387,
St. Petersburg, FL 33731
Ph:
727-822-2033 Fax: 727-822-1633 |
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