Ashley focuses her practice on complex estate planning; trust and estate administration; and federal income, estate, gift, and generation-skipping transfer tax planning.
Ashley has experience in revocable and irrevocable trusts, including:
- Spousal lifetime access trusts
- Irrevocable life insurance trusts
- Dynasty trusts
- Grantor retained annuity trusts
- Qualified personal residence trusts
- Charitable remainder trusts
- Charitable lead trusts
- Intentionally defective grantor trusts
She also has experience with homestead issues, preparation of federal estate and gift tax returns (Form 706 and 709), IRS audits of federal estate tax returns, fiduciary duties, and postmortem tax planning.
Education
LL.M., Taxation, University of Denver Sturm College of Law, 2009
J.D., Stetson University College of Law, 2007
M.Acc., Accounting, University of North Florida, 2003
B.S., cum laude, Accounting, Florida State University, 2002
Professional Associations
- Twelfth Judicial Circuit Judicial Nominating Commission, 2021 – 2023
- The Florida Bar, Real Property, Probate and Trust Law Section and Tax Section
- Sarasota County Bar Association, Estate Planning and Probate Section
- Southwest Florida Estate Planning Council
- Florida Association of Women Lawyers, Primary Chapter: Sarasota
- Friends of The Sarasota Ballet
Honors
- Florida Trend's Legal Elite – Wills, Trusts & Estates, 2021