A focused set of complementary disciplines where estate, tax, and private-client matters intersect.
At the heart of every family is the desire to protect what matters most: your loved ones, your values, and the life you have worked hard to build. Estate planning provides clarity and peace of mind about the future.
A foundational estate plan typically includes a Last Will and Testament, Health Care Surrogate, HIPAA Authorization, Durable Power of Attorney, and Appointment of Agent to Control Disposition of Remains. For families with more complex needs, we design and implement customized trust arrangements that reflect unique goals and family dynamics.
Full Practice AreaProbate is the legal process through which a person's assets are gathered, debts are paid, and property is transferred after death under court supervision. We guide families and personal representatives through every step with clarity and care.
We handle both Summary Administration for smaller or time-passed estates and Formal Administration for larger or more complex matters, managing court filings, creditor claims, asset distribution, and coordination with estate and tax planning strategies.
Full Practice AreaAdvanced tax planning is about foresight, structure, and execution. For families and business owners, tax considerations often extend far beyond annual filings. Strategic planning can preserve wealth and reduce risk.
We handle transactional tax planning, international estate and tax matters, FIRPTA planning and compliance, cross-border gifts and inheritances, and U.S. tax exposure issues for non-U.S. persons, all integrated with the broader private-client framework.
Full Practice AreaSchedule a consultation with Anthony Thomas to explore how Suncoast Legal can help you plan for the future with confidence.
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