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 Suite 870 - 1800 Second Street, Sarasota, FL 34236  Telephone: 941-365-9900

            
 
Our Commitment
Elder Law
Estate and Tax Planning
Transactional Legal Services
Commitment To Community
 

A Mix Of Challenges
Answers for the Health Care Provider
 
 
 
 
 
 
     

 

 

 

 

 

 

 

 

   
Estate and Tax Planning:
 

Through comprehensive and careful planning, our attorneys guide clients in assuring the orderly management of their assets in the event of illness or incapacity as well as disposition of their wealth at death. At Wiesner Associates, estate planning is the process of identifying our clients' objectives and concerns and designing the framework to accomplish these goals. While we will guide our clients in designing an estate plan that can produce substantial estate, gift and generation-skipping tax savings, we are sensitive to ensure that the primary focus of the estate plan is the security and well being of the family.

Through training, experience and continuing legal education, our firm's attorneys are able to provide a full stratum of effective and innovative strategies and techniques to meet our client's needs. As in all aspects of our practice a Wiesner Associates, our focus is not simply on the documents that are used but the processes considered and the overall objectives accomplished. Among the estate planning services we offer are:

  • Wills

  • Living Trusts

  • Powers Of Attorneys

  • Charitable and planned gift counseling, including Charitable Remainder Trusts

  • Generation-skipping Tax Planning

  • Pension and IRA Distribution Planning

  • Planning for children with special needs

Estate Administration is also among the principal focuses of our practice at Wiesner Associates. The process of providing for the orderly disposition of clients' assets after their death can affect living trusts as well as the traditional probate of an estate. We work with the Personal Representatives and Trustees to ensure that the legal requirements for notification to creditors, payment of taxes and other legal responsibilities are carried out efficiently and expeditiously. Above all, this is a time of transition not only of property but of persons, and we bring to the process a compassion and understanding of the personal dynamics as well.

 

 

 

 

This page is intended to provide general information
about our firm and its areas of practice to our
current and potential clientele.
It is not intended to give legal advice   
to anyone on any subject.

Suite 870 - 1800 Second Street
Sarasota, FL 34236
Telephone: 941-365-9900
Fax: 941-365-4479

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