Business and Corporate Law

• Mergers and Acquisitions
  We assist our clients in connection with business planning, formation and proper selection of the type of entity in which to operate. Our services include counsel to business owners and management in connection with employment matters, purchases and sales, reorganization, mergers and acquisitions. We represent regular working individuals, S Corporations, limited liability companies, and limited and general partnerships in a variety of business settings.
• Limited Liability Companies

Trusts and Estates

• Estate Planning
  Before joining our firm, Sandy enjoyed a successful career in trust administration and banking. Her educational background includes a 3-year course of study in the Florida Graduate Trust School with the Florida Bankers Association as well as majoring in Legal Secretarial and Business at Niagara County Community College. Having lived in the area since 1975, Sandy's strong trust administration background has provided a good basis to work in the estate administration and probate area within our office. She is great with people, has a pleasant smile and is willing to pitch in wherever she is needed. Sandy lives in Englewood and enjoys boating. She has a grown son and a daughter who is currently a pre-school teacher.
• Wills
• Trusts
  Kelley was admitted to the Florida Bar, 1981 and joined the trust department of the First National Bank of Venice (subsequently SunTrust Bank), where he spent 21 years, becoming Senior Vice President and Senior Trust Officer, managing trust administration, operations and real estate for the Gulf Coast region. He maintains his designation as a Certified Trust and Financial Advisor from the American Bankers Association and is a graduate of the National Graduate Trust School.
• Probate

Finance Law

• Tax Law
  Mike was born in Detroit, Michigan. His career in the field of tax law began with a summer internship in the Trust Department at the National Bank of Detroit. Upon graduation from Michigan State University in 1968 with a Bachelor of Arts Degree in Economics, he began working for Ernst & Ernst Accounting Firm in the Tax Department.