Kirk-Pinkerton, P.A.

Kirk-Pinkerton, P.A.

The law firm of Kirk-Pinkerton, P.A. has been serving our community with distinction since 1926. We are committed to providing our clients with quality, results-driven legal services.

Firm Overview

The law firm of Kirk-Pinkerton is one of the oldest law firms in the Sarasota area, having been established in 1926. Its clients are diverse, including national lending institutions, international construction firms, regional developers, other business-oriented entities and numerous local clients in the southwest Florida area.

The firm practices in transactional, litigation, tax, family law and estate planning related matters. There are 18 attorneys in the firm, many of whom are certified in their area of practice by The Florida Bar. The members of the firm each have interdisciplinary talents.

Able to provide expertise in many areas of law, the firm also provides its clients with personal service and concern. A member of the Florida Law Network, an association of 11 law firms, including Holland and Knight, Kirk-Pinkerton also has excellent referral sources throughout the state of Florida and the United States.
Main Office
Main Office
240 South Pineapple Ave., 6th Floor
Sarasota  FL  34236
Phone
  • 941-364-2400
Websites
Estate Planning
Wills, Trusts, Guardianships, Power of Attorney and Probate.
What is Estate Planning?

Contrary to popular belief, estate planning is more than just about what happens after you die. Estate planning is the process of planning for your own personal financial and health care while you live and transferring your property after you die. It is a comprehensive plan that takes care of your interests in the case of an accident, injury, or other situation where you are no longer able to care for yourself and that directs the disposition of your assets following your death. It is to take care of you, your family, and your business. An estate plan ensures that your interests are protected and that your financial goals are met.

Kirk-Pinkerton, PA, advises and assists its clients in all aspects of estate planning. We help our clients develop their personal and family goals, and we analyze our clients' current financial conditions in light of their estate planning needs and objectives. We work with each client to develop and implement an estate plan that recognizes the client's needs and objectives and, where possible, minimizes tax liabilities and maximizes tax benefits.

Who Needs Estate Planning?

Almost everyone has a need. A basic plan that sets forth your wishes and medical directives for your own health care is vital to protect you in case of an accident or injury that incapacitates you, even temporarily. More sophisticated planning is important for clients with significant assets, tax-issues, and businesses. It is important to protect your assets and family with an estate plan. You should not put off this vital planning until some future date. Your estate plan should grow and change as your needs and circumstances change.

What is Involved in Estate Planning?

To begin the estate planning process, we ask our clients to make a list of assets and their values. Assets include life insurance, annuities, and pension plans. You can help us develop a more comprehensive plan for you. This includes business agreements containing buy-sell agreements, and any current estate planning documents. Wills and Trusts of other people of which you are a beneficiary or trustee may be critical to your planning and should be reviewed.

Clients with minor children need to decide who will have the responsibility to care for the children. Perhaps as important, we then work with our clients to ensure that they have a financial plan in place to ensure that their children's future financial needs are met. There are other actions our clients might take now to minimize their tax liabilities and maximize their financial legacy.

Kirk-Pinkerton, PA, provides a full range of sophisticated estate planning and administrative techniques. Whenever possible, we work with our clients' advisors, certified public accountants (CPAs), financial planners, and investment advisors. We structure estate plans which will facilitate our clients' goals and objectives and simplify the estate and trust administration process.

Robert J. Carr

Robert J. Carr's practice involves all aspects of Real Estate Law. During his time at Kirk Pinkerton, P.A. he has represented clients throughout Florida with their acquisition, development, and sales of real estate. Bob has represented numerous commercial real estate developers and has been privileged over the years to play a role in the development of such high-end properties as The Ritz-Carlton Hotel and Residences Sarasota and the Gulf & Bay Club on Siesta Key.

He is the former Chairman, Board of Trustees of John & Mabel Ringling Museum of Art, a member of the Field Club and the Oaks Club.

Bob was born in Jamestown, Rhode Island.

Bradley W. Hogreve

Brad Hogreve's practice involves most aspects of
commercial and residential real estate and the representation of financial institutions including loan transactions, collections, foreclosures, and workouts.
Brad's practice includes the negotiation of commercial landlord/tenant transactions and the preparation of leases. He also represents parties in the formation of various business entities and in the sale or acquisition of a business.

In 1986, Brad became a member of the Florida Bar Association. In 1992 he was designated by The Florida Bar as a Board Certified Real Estate Attorney, the highest level of recognition a member of the Florida Bar Association can obtain in real estate. Brad has an AV Preeminent Martindale-Hubbell peer review rating, the highest rating designation available.

Professional Memberships & Committees:

Florida and Sarasota Bar Associations including chairing the Real Estate Section of the Sarasota Bar Association for two terms and serving on the Joint Attorney-Realtor Committee
Former member of Out of State Practitioners Section and the Solo and Small Firm Section of The Florida Bar
Member of The Real Property, Probate and Trust Law Section of The Florida Bar
Member Florida Association of Realtors
Currently serves as an advisory attorney with the Scope Council Professional Experience (SCOPE) program of the Florida Bar which offers assistance to other attorneys requiring expertise in real estate matters
Active member of the Sarasota-Bradenton Attorney's Real Estate Council
Board of Directors Mental Health Community Center

Brad was born in Cook County, Illinois, northwest of Chicago. Brad moved to Tulsa, Oklahoma to attend the University of Tulsa where he obtained his Bachelor of Science degree from the University of Tulsa in 1981 and his Juris Doctorate in 1984. After practicing in Tulsa for several years, he moved to Sarasota in 1987.

Thomas D. Shults

Mr. Shults represents clients in a broad range of cases, including complex business and commercial disputes, probate and trust suits, construction project litigation
and election law.

Mr. Shults is a Board Certified in Civil Trial Lawyer.
Board Certification is the highest level of evaluation by
the Florida Bar of competency and experience within an area of law. Less than 2% of all Florida lawyers are Board Certified in Civil Trial. Mr. Shults also holds the highest peer rating (AV) from the independent attorney rating agency, Martindale-Hubbell.

Mr. Shults is Chairman of the Code & Rules of Evidence Committee of The Florida Bar, 2012-2013.

In addition to professional activities, Mr. Shults is a member of the Sarasota County Historical Commission and a Board member of the Children's Guardian Fund. He is a recipient of the Distinguished Community Service Award of the Sarasota County Bar Association for his work with the non-profit Mental Health Community Centers.

Mr. Shults grew up in St. Petersburg, Florida. After graduating from Florida State University with a degree in psychology and completing his service in the U.S. Army, he attended the Washburn University School of Law where he received his Juris Doctor cum laude in 1982.

Jeffrey M. Guy

Born in New Jersey but raised in Florida, Mr. Guy has extensive roots in Sarasota County, having lived here since 1976. He is a 1992 graduate of Riverview High School, and received his Bachelor of Science in Business Administration from Fairmont State University in West Virginia, where he received an athletic scholarship to attend and play football. After completing his undergraduate studies, Mr. Guy worked in the health care industry before leaving to start a business in Florida's growing construction industry. After maintaining that business successfully for a number of years, he returned to school and studied law at Stetson University, College of Law, where he received his Juris Doctorate with Honors in May of 2011.

While in law school, he completed internships with the Honorable David D. Demers, Pinellas County Circuit Judge, and also the State Attorney General's Office. He also had the distinction of receiving a book award in Consumer Protection Law, an award given for having the highest score in his class.

He is member of the Sarasota County Bar Association, the Greater Sarasota Sertoma Club of, and Woodland Community Church.
Mr. Guy focuses on all aspects of civil litigation, including representing clients with personal injury claims, business and commercial disputes, construction litigation, and family law.

Anastasia Stefanou

Anastasia Stefanou has 13-years experience in real property law and her practice involves all aspects of commercial industrial, shopping center, hospitality and residential transactions, including retail and office leases, financing, real estate development, entitlements and land use.

Prior to joining Kirk-Pinkerton in 2011, she was in-house counsel with two of the largest real estate shopping center
development companies in the Country - Casto Lifestyle Properties, L.P. and Benderson Development Company, LLC.

Anastasia was born in Honeoye Falls, a rural town outside of Rochester, New York and has been in Sarasota since 2004. She received her Bachelor of Arts in Political Science and French (Maxwell School of Citizenship) from Syracuse University and her Juris Doctorate from Syracuse College of Law.

Ms. Stefanou is licensed in the state of New York.

Memberships:

-New York Bar Association
-Florida Bar Association
-Sarasota County Bar
-Florida Bar Speakers Bureau
-ICSC
-Board Member of Sarasota Association of Women Lawyers (FAWL)

F. Gant McCloud

F. Gant McCloud specializes in the practice areas of estate planning, taxation, estate administration, probate, and trust administration. He also assists clients with business succession planning and related business entity transactions, as well as will contests and trust & estate litigation matters.

Gant is an expert in the preparation of wills, trusts and related estate planning documents and counsels his clients to help them achieve their specific tax and estate planning goals. He represents individuals in planning for the distribution of family wealth and the minimization of estate, gift, and generation-skipping transfer taxes.

Expert in Estate Planning

Gant is Board Certified in Wills, Trusts & Estates by the Florida Bar. Board Certification is the highest level of evaluation by the Florida Bar, identifying attorneys who have substantial experience, knowledge, skills, and proficiency in the certified area of practice, as well as ethics and professionalism in the practice of law. Less than 0.4% of all Florida attorneys are Board Certified in Wills, Trusts & Estates.

Gant is rated AV Preeminent by Martindale-Hubbell. The AV Preeminent rating is the highest rating awarded by Martindale-Hubbell and is a testament to the fact that a lawyer's peers rank him at the highest level of professional excellence.

In addition, Gant is a CERTIFIED FINANCIAL PLANNER professional (CFP professional). CFP certification is the recognized standard of excellence for competent and ethical personal financial planning.

Prior to making his home in Sarasota, Gant practiced in the trusts and estates departments of international and national law firms in Chicago and Philadelphia. He maintains licenses to practice law in Florida, Illinois, and Pennsylvania.

Education

Gant is a graduate of Duke University, where he received his Bachelor of Arts with a double major in Political Science and Music. He earned his Juris Doctor and Master of Laws (LL.M.) in Taxation, with honors, from the Northwestern University School of Law.

Professional Memberships

Gant is a member of the Estate Planning & Probate Section of the Sarasota County Bar Association. He is also a member of both the Real Property, Probate & Trust Law and Tax Sections of the Florida Bar. In addition, he is a member of both the Trust & Estate Law and Taxation Sections of the American Bar Association.

Sarasota Community Involvement

Gant serves on the Board of Directors and as legal counsel for the Key Chorale of Sarasota and is also on the Board of Directors of the Sarasota Concert Association. He is also a member of the Key Chorale of Sarasota.

Bill Robertson

Bill Robertson is a Florida personal injury lawyer who specializes in representing clients with personal injury claims. Personal greeting from Bill. He has built his practice on helping others who have a personal injury or have lost a loved one because of the actions of others. Bill has helped thousands of personal injury clients over the past 26 years and he continues to work to get a fair personal injury settlement for each client.

Bill is a Sarasota native following in the proud family tradition of helping others through the practice of law. He is the fifth generation of lawyers to serve this community, practicing in the same location where his grandfather and great-grandfather started their legal practice in 1925.

He is proud to continue to serve the Sarasota community where he was born and raised. He graduated from Riverview High School with the class of 1977 and continues to show his commitment to the school through his service on the Riverview Foundation Board, of which he is the current President. He received his Bachelor of Science degree in Government from Florida State University in 1981 and studied law at Stetson University, College of Law, earning his Juris Doctorate in May of 1984. He has been a member of the Florida Bar since 1984 and the Sarasota County Bar Association.

Bill is committed to helping the Sarasota community through his practice as a Florida Personal Injury Attorney. He is a long-time member of the Florida Justice Association, an organization devoted to the representation of injured party's rights in Florida. He cares about his personal injury clients and the community he serves and fights for their rights with insurance companies and in court.

Norman Vaughan-Birch

Norman's practice involves complex commercial and civil litigation including, but not limited to - probate
and trust litigation, construction claims and issues,
real estate disputes and general business transaction litigation. His practice also includes appellate presentations before the District Courts of Appeal, as
well as governmental agencies.

His practice philosophy embraces the thorough evaluation of a client's position, including the strengths and weaknesses, counseling and negotiation of non-litigated settlements where possible, and the vigorous pursuit and/or defense of a client's interests in all courts of law in the State of Florida and the United States Federal Court for the Middle District of Florida.

Born in Calgary, Alberta, Canada, Norman has been a resident of Florida since 1950, when his family moved to Coral Gables, Florida. He attended the University of Florida where he received his Bachelor of Science in Journalism. He graduated from Stetson University College of Law with a Juris Doctor. He has been given a "AV" rating by Martindale-Hubbell, its highest rating, and has been selected previously by both Florida Trend Magazine as a "Legal Elite," and by the publishers of Law and Politics as a "Super Lawyer." Both designations are the result of polls by the respective publications of members of The Florida Bar seeking the nominations of lawyers who are considered outstanding in their respective fields by their peers. Mr. Vaughan-Birch's honors have been in Commercial Litigation Law.

Member of The Florida Bar since 1969
Board Certified by The Florida Bar in civil litigation and business litigation and was in the charter group of each certification area (1983 and 1996 respectively) Only Board Certified lawyers may hold themselves out as "experts" in their field
Member of the Trial Lawyers Section of The Florida Bar, Business Law Section
Currently serves as liaison to the Trial Lawyers Section Executive Committee, a 22 person board which sets, maintains and implements policy for over 6,000 members of the Trial Lawyers Section of the Florida Bar
Elected representative from the Twelfth Judicial Circuit (Sarasota, Manatee and DeSoto Counties) of the Florida Bar Board of Governors. The Board of Governors establishes policies and procedures for The Florida Bar and its approximate 93,000 members. Previously he served as a member of the Young Lawyers Section Board of Governors.
Past chair of the Florida Law Network, a 13 law firm network with members located from Pensacola to the Florida Keys.
He is certified by The Florida Supreme Court and the Federal Court as a Civil Mediator and Arbitrator. His mediation and arbitration practice is concurrent to his trial practice. He has authored and published articles for various legal journals and newsletters. He is a lecturer at Bar Association meetings and seminars. He has been an instructor and lecturer at various trial training seminars in the State of Florida.

F. Steven Herb

F. Steven Herb's primary areas of practice are corporate, business, and real estate law, including preparation of contracts, buy/sell transactions, collections, products liability, warranty litigation, and manufacturer/dealer relationships. Mr. Herb has been national legal counsel for over a dozen boat manufacturers for more than twenty-five years. He also represents businesses, individuals, manufacturers and retailers in many other industries as well.

Mr. Herb has been certified by the Florida Supreme Court as a County and Circuit Court mediator. Mr. Herb is also a qualified arbitrator under the Florida requirements. Accordingly, he now offers his services to litigants as a neutral mediator or arbitrator to assist them in resolving disputes.

Education

F. Steven Herb was born in Cincinnati, Ohio in 1949. He graduated from Bowling Green University in 1971 with a Bachelor of Science degree in Business Pre-Law and Economics. Mr. Herb graduated from the University of Cincinnati School of Law in 1974 with a Juris Doctor degree. He was admitted to the Ohio Bar in 1974 and to the Florida Bar in 1977.
Mr. Herb served as a United States Air Force Judge Advocate from 1975 through 1978 and was awarded the Meritorious Service Medal and the Air Force Commendation Medal.

Community Involvement

Steven is a member of the Board of Directors, Executive Committee and Treasurer of the American Boat and Yacht Council and is a joint author of Recreational Boating Law and Benedict on Admiralty (Vol. 8), both published by Matthew Bender & Co. He has been an active member of the Recreational Boat Law Committee of the Maritime Law Association of the United States and the Government Relations Committee of the National Marine Manufacturers Association, receiving a Recognition Award from the National Marine Manufacturers' Association for effective legislative activity.
Mr. Herb also has an active real estate practice and is an authorized agent for issuance of title insurance in both commercial and residential transactions.
Steven was President and a member of the Board of Directors of the Tyndall Federal Credit Union from 1975 through 1978. He was Chairman of the Twelfth Judicial Circuit Unauthorized Practice of Law Committee of the Florida Bar and was awarded the Meritorious Public Service Award by the Florida Bar. He has served on the Fee Arbitration Committee of the Twelfth Judicial Circuit of the Florida Bar.
F. Steven Herb is a Director of the Sarasota Military Academy, a State of Florida charted high school which consistently excels in academics and extracurricular activities. Mr. Herb is a former Chairman of the Board of Trustees of the Siesta Key Utilities Authority, Inc.; a director and member of the Executive Committee and former Commodore of The Field Club. He has served as a director of the Brock Wilson Foundation and the Cotillion Club of Sarasota.

Professional Memberships:

The Maritime Law Association
The Florida Bar
The Sarasota Bar Association
The Florida Academy of Professional Mediators

Robert K. Robinson

Robert K. Robinson is a Florida native, born in 1964 in Lake Wales. He graduated from Stetson University with a Bachelor of Arts Degree in Liberal Arts in 1986 and received his Juris Doctorate Degree in 1989 from Mercer University at the Walter F. George School of Law. He was admitted to the Florida Bar in 1989 and the Georgia Bar in 1990. He is also admitted to practice in the United States District Court, Middle District of Florida and the United States Court of Appeals for the 11th Circuit. Mr. Robinson is Board Certified by the Florida Bar in City, County and Local Government Law.

Mr. Robinson's primary areas of practice include local government law, land use law, labor and employment law, and appellate practice. Mr. Robinson's practice is focused in the Sarasota area but he has represented clients from Jacksonville to the Florida Keys.

Experienced Government/Land Use & Employment Law Attorney

Since 2001, Mr. Robinson has acted as the City Attorney for North Port, Florida. He provides general legal services and litigation representation for the City. Mr. Robinson has extensive experience in land use issues, including developments of regional impact, independent and dependent special district law, comprehensive plan amendments and use of the village district plan for development.
Robert provides labor and employment law representation to both the City of North Port and the Sarasota County School Board. He has been involved in numerous arbitrations and administrative hearings on behalf of these and other clients in the field of public labor and employment law. His labor and employment law practice includes collective bargaining, grievances, termination, work place discrimination, harassment and retaliation, and general human resource operations. In the field of appellate practice, Mr. Robinson has represented clients before all five Florida District Courts of Appeal, and has filed and argued over fifty appellate matters with numerous published decisions.

Community Involvement & Professional Memberships:

Robert K. Robinson served as President of the Sarasota County Bar Association Young Lawyers Section from 1993 to 1994,and was elected to serve on the Florida Bar Young Lawyers Division Board of Governors from 1996 to 2000. He is a member of the Local Government Section of the Florida Bar and the Florida Municipal Attorneys Association. He is also an active member of Sarasota Baptist Church.

Gary W. Peal

Mr. Peal is a Florida native, born in Ft. Lauderdale in 1958. He graduated with high honors from the University of Florida with a Bachelor of Science degree in Business Administration in 1980. Mr. Peal received his Juris Doctor degree in 1983 from the University of Florida College of Law with honors and earned a Masters Degree in Taxation Law (LL.M.) in 1984 from the same institution. He was admitted to the Florida Bar in 1984 and is also authorized to practice in the U.S. Tax Court.

Gary W. Peal practices primarily in estate and trust planning, corporate and business law, probate and trust administration, elder law and pension planning, with an emphasis on state and federal tax law considerations.

Experienced Estate Planning, Corporate Law, and Probate Attorney

Mr. Peal's estate planning practice encompasses simple wills, living wills and durable powers of attorney, as well as complex estate planning tools such as revocable living trusts, irrevocable life insurance trusts, generation skipping tax trusts and wills, charitable lead and charitable remainder trusts, family limited partnerships and other lifetime gifting techniques, and other sophisticated estate planning methods.
Gary's business and corporate practice involves advising clients on the proper choice of business entity and the drafting of appropriate documents, such as general and limited partnerships, profit and not-for-profit corporations, S-corporation documentation, limited liability companies, buy-sell agreements, shareholder agreements, employment and independent contractor agreements, sale or purchase of business documentation and other related instruments. Mr. Peal also advises clients with professional practices and other business owners on the critical matter of asset protection planning.
Mr. Peal's probate and trust administration practice covers the entire range of post-mortem planning, including preparation of estate tax returns, qualified disclaimers, and probate and trust litigation.
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