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For 30 years, I have drafted wills and trusts and administered estates and trusts in the Sarasota area. In 2001, I opened my own law office with a team of three employees. After running my own office for over 13 years, I merged my firm into Shutts & Bowen LLP, a firm with eight offices throughout the state. However, my office in Sarasota is a small office with seven attorneys. Each person in my Trusts and Estates Department at Shutts believes it is our mission to guide clients through challenging decisions and difficult times to preserve their legacies across generations. My team is dedicated to providing outstanding service to our clients. We know that each client is more than just a name on a file folder. Our clients are individuals and families facing unique challenges and sometimes difficult decisions or situations. We understand. We guide our clients with compassion, understanding, and a true commitment to the highest professional standards and ethics. We strive to “go the extra mile” on behalf of our clients. This environment allows clients to feel at ease and comfortable in their decision to work with our team.
Of the more than 106,000 attorneys in Florida, I am one of only 342 in the state of Florida and one of only 28 in the Sarasota and Manatee Counties who have been certified by the Florida Bar as a Specialist in Wills, Trusts, and Estates. Board certification recognizes an attorney’s special knowledge, skills and proficiency in various areas of law and professionalism and ethics in practice. Certification is the highest level of evaluation by The Florida Bar of the competency and experience of an attorney.
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1858 Ringling Blvd, Suite 300 Sarasota, FL 34236 |
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| Association name | Position name | Duration |
|---|---|---|
| Kentucky Bar Association | Member | N/A |
| The Florida Bar | Member | N/A |
| Sarasota County Bar Association | Member | N/A |
| Southwest Florida Estate Planning Council | Member, Former Chair | 1989 - 2011 |
| Sarasota County Bar Association, Estate Planning & Probate Section | Chair | 1994 - 1995 |
| Florida State Guardianship Association | Member | 1996 - 2011 |
| Gulf Coast Chapter of the Florida State Guardianship Association | Founding Member | 1996 - 2011 |
| Gulf Coast Chapter of the Florida State Guardianship Association | President | 1996 - 1997 |
| Southwest Florida Estate Planning Council | Chair | 1999 - 2000 |
| Community Foundation of Sarasota County | Chair of Charitable Planning | 2003 - 2008 |
| Community Foundation of Sarasota County | Board of Directors | 2003 - 2012 |
| Sarasota County Bar Association Solo Section | Chair | 2004 - 2005 |
| Community Foundation of Sarasota County | Chair of Grants and Program Services | 2005 - 2010 |
| Community Foundation of Sarasota County | 1st Vice Chair | 2008 - 2010 |
| Community Foundation of Sarasota County | Chair | 2010 - 2011 |
| The Pines Foundation | Board Member | N/A |
| Award name | Grantor | Date granted |
|---|---|---|
| Super Lawyer | Super Lawyers | 2018 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2018 |
| Super Lawyer | Super Lawyers | 2017 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2017 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2016 |
| Super Lawyer | SuperLawyers | 2016 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2015 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2014 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2013 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2012 |
| Who's Who in America 66th Edition | Marquis Who's Who in American Law | 2012 |
| 5 Star Wealth Manager Award | Sarasota Magazine | 2011 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2011 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2010 |
| 5 Star Wealth Manager | Sarasota Magazine | 2009 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2009 |
| 5 Star Wealth Manager | Sarasota Magazine | 2008 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2008 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2007 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2006 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2005 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2004 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2003 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2002 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2001 |
| School name | Degree | Graduated |
|---|---|---|
| University of Kentucky | Bachelor of Arts | 1984 |
| Louis D. Brandeis School of Law at the University of Louisville | Juris Doctor | 1987 |
| University of Miami School of Law | LLM in Estate Planning | 1989 |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| KY | Authorized to practice law | 1987 | 09/06/2019 | |
| FL | 813230 | Member in Good Standing | 1989 | 04/25/2019 |
| Conference name | Title | Date |
|---|---|---|
| Home Owners' Meeting | Update on Estate Planning Issues | 2011 |
| Title | Company name | Duration |
|---|---|---|
| Partner | Fergeson, Skipper, et. al. | 1989 - 1997 |
| Partner | Lee & Burchett, PA | 1997 - 2001 |
| Partner | Charla M. Burchett, PLC | 2001 - 2014 |
| Partner | Shutts & Bowen LLP | N/A |
