Estate Preservation & Transfer
Prosperity and family. Two pursuits that will occupy many for a lifetime. A comprehensive plan to grow, sustain, and transfer wealth is a necessity. A Williams Parker client might add it can also be enlightening.
We work closely with each family and its advisors to envision, then employ, a strategy that unites current and future goals. Your attorney will focus on you, your estate, and your vision. Practical, technical, and up-to-date advice, specific to your situation, always guides our counsel.
With prosperity comes responsibility. Charitable giving can play an important role in a program to grow, sustain, and transfer wealth. A Williams Parker client knows it can also be rewarding.
Whether motivated to support Sarasota’s vibrant arts community, an important cause or favorite university, a healthcare provider, or your church or synagogue, we know you want to make an impact. In addition to achieving your philanthropic goals, such gifts can offset income and estate tax liabilities. Some planning techniques even allow you or your family to retain full enjoyment of the assets during your lifetime. With Williams Parker, you’ll experience one of Florida’s largest, most sophisticated estate and tax planning practices.
For additional information, please contact Estate Planning, Business Succession, Estate & Trust Administration Practice Leader Jeffrey T. Troiano
or (941) 329-6638.