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DAVID P. JOHNSON, JD, BCS, CPA, CFP, PFS, CLU, ChFC. 

Personal and confidential legal and financial services tailored to you.  Mr. Johnson's practice areas, credentials and experience are presented herein. There is no fee for an initial consultation, and all visitors and clients receive a complimentary edition of his 2012 book Florida Estate and Financial Planning. He is available to represent you in the areas listed herein, or regarding any of the matters included in the book's Table of Contents which is reproduced later in this website.

Wills, Trusts & Estates
Mr. Johnson will handle your Wills, Trusts and Estates needs.  He has been Board Certified by the Florida Bar in Wills, Trusts & Estates since 1996, which involves analysis and planning for the conservation and disposition of assets, its tax consequences, preparation of exact legal documents, and the administration of estates and trusts.  He is also available for representation in fiduciary litigation matters (will contests/trust and fiduciary disputes).   

Business Law 
 Mr. Johnson who has been a Certified Public Accountant (CPA) since 1980, can guide you in the entity selection process and its compliance, and advise you on any other matter pertaining to Business Law.

Real Estate
Mr. Johnson's office handles real estate purchases and sales; leases; and transfer, titling and ownership matters. His wife, Kathy, is a licenced realtor with Premier Properties.

Tax Law 
 Mr. Johnson handles tax law matters related to federal income taxation of corporations, partnerships, individuals, and trusts and estates.  Since 1995 he has been Board Certified by the Florida Bar in Tax Law.

Asset Protection
Protecting assets is an important and legitimate estate and financial planning goal, especially given the current economic environment. An estate and financial plan would not be comprehensive or thorough without addressing such in most situations.  Mr. Johnson can advise you on a confidential basis in this regard.

Comprehensive Financial Planning
Mr. Johnson is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and an AICPA Personal Financial Specialist (PFS). Competent comprehensive financial planning theoretically coordinates of a team of professionals, often in different firms, with expertise in the vital areas, such as a tax law expert, wills, trusts and estates law expert, certified public accountant and certified financial planner. Mr. Johnson is all of these, and although is is rare to find such an individual, he welcomes your call.  

Securities Arbitration
Securities Arbitration through the Financial Industry Regulatory Authority (FINRA) can serve as an effective method of recovery, focusing the issues and evidence presented, with arbitrators who take charge of the hearings, while still providing the claimant a full and fair opportunity to be heard. Arbitration cases are resolved sooner than court cases, and investor's claims are more likely to be heard on the merits. It is a distinct advantage to be represented in such cases by an attorney who has the financial knowledge and credentials of Mr. Johnson. He looks forward to hearing from you.   



                         
PRACTICE AREAS
Wills and Trusts

Estate Administration

Business Law

Real Estate

Tax Law

Asset Protection

Financial Planning

Will/Trust Litigation

Securities Arbitration

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