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Estate and Trust Planning

Kerkering Barberio - Sarasota, Florida |  Estate and Trust Planning

The Estate and Trust Team of Kerkering Barberio is involved in all aspects of developing estate, trust and gift plans for their clients. Our goal is to integrate current income tax planning with your estate tax plan, keeping in mind that there are aspects of estate planning that are not tax driven. We have a wealth of experience assisting clients with the most important decisions for their future and their families’ future.

  • Charitable Lead Annuity Trust (CLAT)

  • Charitable Remainder Trust (CRT)

  • Charitable Remainder Unitrust (CRUT)

  • Estate and Gift Planning

  • Estate and Gift Tax Returns

    • 706

    • 1041

    • 709

  • Fiduciary Accountings

  • Fiduciary Tax Returns

  • Generation Skipping Transfer Trust (GST)

  • Grantor Retained Trust (GRAT)

  • Grantor Retained Income Trust (GRIT)

  • Qualified Personal Residence Trust (QPRT)

  • Qualified Subchapter S Trust (QSST)

  • Trust Formation and Tax Planning

  • Trust Tax Returns

  • Representation before the IRS

  • Business Valuation Consulting

Please contact one of our Estate and Trust Shareholders, Barbara Jones, Shirley Irons Faist or Heather Williams to help you with any of your estate and trust planning needs.


Contact Us

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Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, FL 33607
Phone: 813.675.8800

Lets Get Started.



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