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David P. Johnson, an attorney since 1984, and has been in private practice in Sarasota since 1990.  He provides personalized and timely representation to help clients thrive in the present and prepare effectively for the future. Mr. Johnson is experienced in areas of the law important to people in business, as well as those individuals concerned with Wills, Trusts and Estates; Estate and Incapacity Planning; Probate and Trust Administration; business formation, transactions and taxation involving Corporations, Partnerships, and Limited Liability Companies;  Real Estate law and transactions; Asset Protection; and Financial Planning.

Mr. Johnson is the author of A Complete Guide to Florida Legal and Financial Planning. The Table of Contents is reproduced in site.

Wills, Trusts & Estates
Whether you are a lifelong Florida resident or a recent arrival, David will be pleased to speak with you about Wills, Trusts and Estates.  He has been Board Certified by the Florida Bar Board of Legal Specialization and Education in Wills Trusts & Estates since 1996 as a specialist and expert in dealing with all aspects of the analysis and planning for the conservation and disposition of estates, giving due consideration to the applicable tax consequences, both federal and state; the preparation of legal instruments to effectuate estate plans; administering estates, including tax related matters; and probate litigation. Representation areas include planning and practice in (1) asset protection (2) marital and other dissolutions (3) physical disability and incompetence (4) business succession (5) business entities (6) charitable giving (7) retirement planning (8) life insurance protection (9) fiduciary litigation (10) related citizenship and residency matters. 

Business Law

David, who has been a Certified Public Accountant since 1980, will work with you to form your business and keep it running smoothly.  He will guide you from the entity selection process, be it a Corporation, Partnership or LLC, and advise you on contracts, commercial transactions, shareholder arrangements. taxation and any other aspects of Business Law.

Real Estate

You need experienced representation to give you confidence in your residential or commercial real estate transaction.   David has more than 20 years of legal experience helping people with real estate purchases and sales; leases; and transfer, titling and ownership issues. His wife, Kathy, is a licensed realtor.

Tax Law

Proper tax planning is important for all businesses and individuals.  David handles tax law matters related to federal income taxation of Corporations, Partnerships, individuals and Trusts & Estates, and the taxation of Estates and Gifts.   business formation and estate planning.  Since 1995 he has been Florida Bar Board Certified in Tax Law as a specialist and expert dealing with legal issues pertaining to federal, state or local income, estate, gift, ad valorem, excise and other taxes.

Asset Protection

In today's difficult economic, real estate and litigious environment, protecting one's assets is often a major concern. David can assist in developing a personalized asset protection plan utilizing a variety of techniques, taking into consideration asset protection-structured entities and trusts; asset titling, ownership and transfers; homestead; retirement accounts or annuities; and Florida statutory exemptions.

Comprehensive Financial Planning

Financial seminars are aimed at generating a commission, whether through asset management or product sale. Comprehensive Financial Planning however requires a broader understanding to provide an integrated analysis of portfolios (whether cash equivalents, bonds, individual stocks, managed funds, real estate, or alternatives), retirement plan, investment strategies and asset allocation, annuities, life and long-term care insurance, and educational planning, which is coordinated with your estate planning, tax and family concerns. Since 1992, David has been both a Chartered Financial Consultant and a Chartered Life Underwriter. He will provide answers to your questions.



PRACTICE AREAS
Wills, Trusts and Estates
Business Law
Real Estate
Tax Law

Asset Protection
Financial Planning


2201 Ringling Boulevard
Suite 104
Sarasota, Florida   34237
Phone: 941-365-0118
Fax: 941-955-3391
Email: dpj.esq@verizon.net
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