Liz is a board certified specialist in wills, trusts, and estates, focusing in the areas of taxation, estate planning, and estate and trust administration.
Liz 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, philanthropy, and creating private foundations for families. 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.
On the administration side, Liz is experienced in preparing federal estate and gift tax returns, administering complex trust and estates, and implementing complex post-mortem planning techniques.
Liz joined the firm in 2012 and became partner in 2018.
COMMUNITY
- Forty Carrots Family Center, Board of Trustees, Past Member
- Southwest Florida Estate Planning Council, Past President
- Make-A-Wish Southern Florida, Christmas in Candy Land Committee Member
- Greater Sarasota Chamber of Commerce, Leadership Sarasota Class of 2019
ACCOLADES
- Business Observer 2018 40 Under 40
- Florida Trend’s Legal Elite, Up and Comer
- Florida Super Lawyers, Rising Stars, 2021
- Best Lawyers in America: Ones to Watch