Estate Law • Category 10
Sterling &
Associates.
Protecting legacy through precision trusts, probate avoidance, and tax mitigation strategies.
Estate Law • Category 10
Protecting legacy through precision trusts, probate avoidance, and tax mitigation strategies.
Katherine Sterling, Esq.
Wealth is not just assets; it is responsibility. At Sterling & Associates, we specialize in the unique complexities of high-net-worth families in Tampa Bay. We ensure that your life’s work is transferred seamlessly to the next generation, without public scrutiny or excessive taxation.
We are not a volume practice. We are a boutique firm dedicated to crafting bespoke estate plans that account for business succession, real estate holdings, and charitable intent.
Expertise
Ensuring privacy and avoiding the public, costly probate process in Florida courts.
Structuring holdings (LLCs, FLPs) to shield personal wealth from liability and litigation.
Strategies to minimize Federal Estate Tax for estates exceeding the current exemption limits.
White-glove administration of estates for families who have lost a loved one.
