Dana Carlson Gentry
Estate Planning Attorney

Dana Carlson 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.

Contact: dgentry@blalockwalters.com  Office: (941) 748-0100 Click here to add Dana Carlson Gentry’s contact information directly into your Microsoft Outlook Education: Stetson University College of Law (J.D., with honors, 1983); Florida Atlantic University (B.A., with honors, 1978);Phi Kappa Phi; University Scholar 1978 Bar Memberships: The Florida Bar Manatee County Bar American Bar Association

Community Involvement: Manatee County Estate Planning Council St. Stephen’s Episcopal School Volunteer and Planned Giving Advisory Committee Legal Aid of Manasota, Inc., Volunteer Member Manatee Community Foundation Legacy Society Committee Cases and/or Experience: Staff Attorney, Hon. John M. Scheb, Second District Court of Appeal, Florida (1984-1986) Articles: Protecting the Interests of Your Adult Children Three Reasons You May Want to Review Your Power of Attorney Document Three Reasons You May Want to Review Your Power of Attorney Document Why Not Give your Family a Christmas Present in July? What Would You Do If You Had To Evacuate? Ways To Avoid Liability As Trustee Of Mom’s Trust Will Your Family Or The IRS Inherit Your IRA?