Estate Planning Attorney in Sarasota County

Looking for an experienced estate, elder law and asset protection planning attorney in Venice, Florida? You've found the right place. At Roulet Law Firm, we help families throughout Sarasota County protect what matters most – their home, life savings, and loved ones' future.

Serving Venice and All of Sarasota County

Our Venice office proudly serves clients throughout Sarasota County, including:

• Venice and Nokomis
• Sarasota and Osprey
• Bradenton and Lakewood Ranch
• Englewood and surrounding communities

We also work with Minnesota snowbirds and Florida residents from Tampa down to Naples and Fort Myers. Whether you're a year-round Florida resident or split your time between states, we understand your unique planning needs.

Why Venice Families Choose Roulet Law Firm

Chuck Roulet brings nearly 30 years of estate planning experience to Venice and Sarasota County families. Here's what sets us apart:

Proven Expertise You Can Trust

• Featured expert on USA Today, CNN, Live Life Large, Money Matters, The Epoch Times and other national media
• Published author of estate planning books
• Former chair of estate planning at a large law firm
• Licensed in both Minnesota and Florida
• Teaches other lawyers and IRS professionals around the world

Sophisticated Planning with Personal Touch

You get the advanced legal strategies of a big firm with the personal attention of a smaller practice. Our team in both Florida and Minnesota works together to serve your needs.

Estate Planning Services in Venice, FL

We help married couples ages 50-75 with a net worth between $500,000 and $50+ million protect their family's future. Even if you already have an estate plan, we can likely improve it.

Comprehensive Estate Planning

• Wills and Trusts: Custom wills, revocable living trusts, testamentary trusts
• Powers of Attorney: Financial and healthcare decision-making protection
• Health Care Directives: Living wills and healthcare surrogate planning
• Asset Protection: Shield your wealth from creditors and lawsuits

Advanced Estate Planning Solutions

For successful families needing sophisticated strategies:

• Bypass and credit shelter trusts
• Charitable giving trusts (CRUTs, CRATS, FLIPCRUTs, NIMCRUTs)
• Grantor retained annuity trusts (GRATs)
• Qualified personal residence trusts (QPRTs)
• Irrevocable life insurance trusts (ILITs)
• Retirement protection trusts
• Spousal Lifetime Access Trusts (SLATs)

Elder Law & Long-Term Care Planning

Worried about nursing home costs wiping out your life savings? We help married couples ages 60-82 with assets between $350,000 and $3 million protect their home and savings from long-term care costs.

Medicaid Planning & Asset Protection

• Protect your home from nursing home costs
• Keep your spouse from going broke
• Preserve inheritance for your children
• Navigate Florida Medicaid requirements

Special Needs Planning

Having grown up with a disabled family member, Chuck has firsthand experience with the rewards and concerns of families who have a disabled family member. If you have children or grandchildren with autism, Down syndrome, or other special needs, we create supplemental and special needs trusts that provide for them without affecting government benefits.

Florida Snowbird Planning

Splitting time between Minnesota and Florida? As one of only a handful of lawyers licensed in both states, and with offices and staff in both lcoations, we are uniquely qualified in multi-state planning for snowbirds. Our unique dual-state practice handles:

• Domicile and residency planning
• Coordinating estate plans across states
• Tax optimization for dual residents
• Florida homestead protection

Venice Coastal Living Considerations

Living in beautiful Venice comes with unique planning needs. We understand coastal Florida challenges:

• Waterfront property protection
• Hurricane and flood zone planning
• Boat and watercraft succession
• Seasonal residence considerations

From Venice Beach to North Jetty Park, we help you enjoy Venice's Old Florida charm while protecting your family's future.

Business Succession Planning

Own a business in Sarasota County? We create succession plans that:

• Ensure smooth business transitions
• Minimize tax implications
• Protect family interests
• Maintain business continuity

Ready to Protect Your Family's Future?

Don't wait until it's too late. Many families think estate planning is too expensive or complicated. The truth is, not having proper planning costs far more.

Whether you're concerned about:

• Avoiding probate court
• Minimizing taxes
• Protecting assets from divorce or creditors
• Long-term care costs
• Providing for special needs family members

We have solutions that work.

Schedule Your Consultation Today

Located conveniently in Venice, we serve all of Sarasota County and beyond. Call us today at 941-909-4644 to discuss how we can protect what you've worked so hard to build.

Roulet Law Firm, P.A.
Venice, Florida Office
Serving Sarasota County & Southwest Florida

Don't leave your family's future to chance. Contact us today for your comprehensive estate planning consultation.