Dana Gentry concentrates on Estate Planning and Wealth Preservation, Retirement Planning, Estate and Gift Taxation, Generation-Skipping Transfer Taxation, and Trust and Probate administration including Ancillary Probate Administration. Her practice involves wills, revocable living trusts and irrevocable trusts, including Charitable Trusts, Charitable Foundations, Grantor Trusts, IRA Conduit Trusts and other Tax Planning Trusts, Durable Powers of Attorney, and Advanced Directive Living Wills. Dana’s clients include individuals from medium to high net worth, individual and corporate trustees, and tax-exempt charities and private foundations. Her areas of concentration allow her to counsel clients in matters of wealth preservation and succession planning for their benefit and for the benefit of their loved ones, and assist in the execution of the documentation necessary to achieve the clients’ intended results. She is Board Certified by The Florida Bar as a specialist in Wills, Trusts and Estates.

Honors

• AV Peer Review Rated, Martindale-Hubbell

Bar Associations

• American Bar Association
• Manatee County Bar Association

Professional

• Estate Planning Council of Manatee County, Florida
• Southwest Florida Estate Planning Council
• Staff Attorney, Hon. John M. Scheb, Second District Court of Appeal, Florida (1984 – 1986)

Community

• Manatee Community Foundation
  • Legacy Society Committee, 2011 – present
• The Library Foundation, Inc. of Manatee County
  • Board of Directors, 2012 – present
• Saint Stephen’s Episcopal School
  • Alumni Parent Ambassador
• Legal Aid of Manasota, Inc.
  • Volunteer

Representative Matters

Dana Gentry provides representation in relation to: