Williams Parker Attorneys at Law Sarasota Attorneys

John T. Berteau

Counsel

John T. Berteau

John is a fellow of the American college of Trusts and Estate Counsel. He focuses on estate planning and estate administration.

John helps clients use sophisticated wills, trusts, and closely held entities to transfer assets during lifetime and upon death while triggering the least amount of transfer taxes possible and reduce the costs and time to settle an estate. When advising high net worth individuals and family business owners, John helps clients dispose of their assets during life and at death in a manner which meets their personal goals. In the course of these representations, works extensively with banks, corporations, trustees, executors, and money managers.

John chairs the Patterson Foundation—one of Florida’s largest and most progressive foundations.

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What is Board Certification?

Board certification is The Florida Bar’s highest level of evaluation of competency and experience. Certification recognizes an attorney’s special knowledge, skills, and proficiency in various areas of law and professionalism and ethics in practice. It is designed to help consumers identify specialists in various areas of law. Only 6% of eligible Florida Bar members are board certified. Not all qualified lawyers are certified, but those who are board certified have taken extra steps to have their competence and experience evaluated.

What is Board Certification?

Board certification is The Florida Bar’s highest level of evaluation of competency and experience. Certification recognizes an attorney’s special knowledge, skills, and proficiency in various areas of law and professionalism and ethics in practice. It is designed to help consumers identify specialists in various areas of law. Only 6% of eligible Florida Bar members are board certified. Not all qualified lawyers are certified, but those who are board certified have taken extra steps to have their competence and experience evaluated.

EDUCATION

  • LL.B., Duke University
  • B.A., Duke University

PRACTICES

ADMISSIONS & LICENSURE

  • Bar

    • Florida
  • Courts

    • Supreme Court of the United States

HONORS

  • Martindale-Hubbell, AV Preeminent
  • Florida Super Lawyers, 2006-2016
  • Best Lawyers, 2007-2017
  • Top Rated Lawyer in Trusts and Estates Law selected by American Law Media and Martindale-Hubbell, 2014

PUBLICATIONS & PRESENTATIONS

  • Steps to Avoid Beneficiary Conflicts Over Bequests of Tangible Property
  • Estate Taxes-Now or Later
  • Estate Planning in Florida
  • Estate Planning in Tennessee
  • Living Trusts
  • When your Client Wins the Lottery - Tax and Estate Planning Issues
  • Estate and Gift Tax Returns and Audits

BAR & CIVIC ENGAGEMENT

  • American College of Trusts and Estates Counsel (ACTEC), Fellow
  • Patterson Foundation, Chairman; Sarasota Memorial Healthcare Foundation, Past Chairman
  • Southwest Florida Hospice Foundation, Past Chairman
  • Friends of Selby Library, Past Chairman
  • Siesta Key Utilities Authority, Past Chairman
  • Sarasota Chamber of Commerce, Past Director and Legal Counsel
  • Sarasota Bay Rotary Club, Past President; Paul Harris Fellow
200 South Orange Avenue | Sarasota, Florida | 34236
| (941) 366-4800
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