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Elizabeth P. Diaz

Partner

Elizabeth P. Diaz

Liz is a board certified specialist in wills, trusts, and estates. She focuses in the areas of taxation, estate planning, and estate and trust administration.

She works with individuals and families to achieve their estate planning goals, including tax mitigation, wealth transfer, succession planning for closely held businesses, planning for young families, and philanthropy. Liz’s training as a certified public accountant enables her to develop customized gift, estate, and generation-skipping transfer tax plans using current estate planning methodologies.

WillsTrustsEstates
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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.

Wills, Trusts & Estates Certification

Wills, trusts, and estate law is the practice of law dealing with all aspects of planning for the conservation and disposition of estates, giving due consideration to the tax consequences, both federal and state; preparing legal instruments to effectuate estate plans; administering estates, including tax related matters; and probate litigation.

EDUCATION

  • LL.M. in Taxation, University of Florida College of Law
  • J.D., Stetson University College of Law, With Honors
  • M.B.A., Stetson University
  • M.Acc., Florida State University
  • B.S.Acc., Florida State University

PRACTICES

ADMISSIONS & LICENSURE

  • Bar

    • Florida, Board Certified in Wills, Trusts & Estates by The Florida Bar
  • Accounting

    • Certified Public Accountant

HONORS

  • Business Observer, 40 Under 40, 2018
  • Florida Trend, Up and Comer, 2016, 2020

PUBLICATIONS & PRESENTATIONS

PROFESSIONAL & CIVIC ENGAGEMENT

  • Forty Carrots Family Center, Board of Trustees
  • Southwest Florida Estate Planning Council, Board Member 
  • Make-A-Wish Southern Florida, Christmas in Candy Land Committee Member
  • Greater Sarasota Chamber of Commerce, Leadership Sarasota Class of 2019
200 South Orange Avenue | Sarasota, Florida | 34236
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