Estate Planning
Tax Planning
Estate and Trust Administration
Private Wealth Services
ADMITTED:
1993, Florida
ISLN: 900545786
EDUCATION
University of Florida, J.D.
Order of the Coif
University of Miami, LL.M. in Estate Planning
University of Florida, B.S.
Florida Blue Key
MEMBERSHIPS & CERTIFICATIONS
The Florida Bar
Board Certified Wills, Trusts, Estates
Board Certified Tax Lawyer
American College of Trusts and Estates Counsel (Fellow; Member, Transfer Tax Study Committee)
Certified Public Accountant
Florida Family Trust Company Legislation Subcommittee of the Real Property Probate Trust Law Section of The Florida Bar (Co-Chair)
RECENT PUBLICATIONS AND SPEECHES
“What Is the Basis of Assets Sold on the Date of Decedent’s Death,” Probate Practice Reporter, August, 2017, Vol. 29, No. 8
Co-Author with James G. Pressly, Jr. of the 2-Volume Book: “Florida Estate Planning,” (James Publishing), 2009 and update
Co-Author: “Things That May Surprise You About Florida’s Principal and Income Act and Related Accounting Law,” The Florida Bar Journal, March/April 2009
Co-Author: “Structure Estate Planning Fees to Foster Income Tax Deductions,” (Thomson RIA) Practical Tax Strategies, July 2006
Co-Author: “Opportunities and Pitfalls with Non-Pro Data Distributions to Residuary Beneficiaries,” American Bar Association RPPTL Section, Probate & Property Magazine, July/August, 2005
Co-Author: “Minimizing a Personal Representative’s Personal Liability to Pay Taxes,” The Florida Bar Journal, November/December 2004
Author: “The Revocable Trust as Beneficiary of the Estate and the Effectiveness of ‘Full Waiver’ Forms,” The Florida Bar Journal, December 2002
Co-Author: “Marital and Charitable Deductions: Will and Revocable Trust Tax Apportionment Coordination,” (Commerce Clearing House) Practical Estate Planning, December, 2000
Speaker: 29th Annual Attorney/Trust Officer Liaison Conference, Real Property Probate Trust Law Section, The Florida Bar, 2010, “Trust Accounting Issues – Principal and Income”
