
Shareholder
Education:
- University of Florida Levin College of Law, 2010 (LL.M. in Taxation)
- Florida State University, summa cum laude 2009 (J.D.)
- Stetson University, cum laude, 2006 (B.B.A., Business Administration)
Professional Memberships:
- The Florida Bar, Member (2009-Present)
- The New York Bar, Member (2013-Present)
- Real Property, Probate and Trust Law Section of the Florida Bar, Member (2012-Present)
- Executive Council (2021-2022)
- Fellowship (2019-2021)
- Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC), Fellow (2021-2022)
- Central Florida Estate Planning Council, Member (2012-Present)
- Secretary (2021-2022)
- Board Member (2016-2020)
- Orange County Bar Association (“OCBA”), Member (2012-Present)
- Board Member of OCBA Bench Bar (2018, 2020, & 2022)
- Estate, Guardianship, & Trust Law Committee of OCBA
- Steering Committee (2015-Present)
- Chair (2016)
- Estate Planning Discussion Group
- Member (2012-Present)
- Citrus Club of Orlando
- Board of Governors (2020-2022)
- Leadership Alliance, Board Member (2018-2019)
- Sunshine State Scholarship Foundation, Director & Treasurer (2012-2019)
Presentations:
- “Lady Bird Deeds & other non-probate transfers”, CLE presentation OCBA EG&T Committee (May 2021) (Presentation)
- “Tax Law Changes on the Horizon”, Health, Wealthy, & Wise Panel Luncheon (March 2021) (Presentation)
- 2020 Employer Opportunities: Giving More While Spending Less,https://vimeo.com/478578251 Primerus Webinar Series (November 12, 2020) (Presentation)
- Florida Enhanced Life Estate Deed & other non-probate transfer techniques, Martin County Estate Planning Council (October 15, 2020)
- Lady Bird Deeds: an inexpensive probate avoidance technique, Central Florida Estate Planning Council Luncheon (February 11, 2020)
- How to Avoid Probate without Trusts workshop for Fairwinds Credit Union (Jan 2020) (Presentation)
- Asset Protection Planning Workshop for Fairwinds Credit Union (July 2019)
- Estate Planning Basics Workshop for Fairwinds Credit Union (Jan 2019)
- “To deed or not to deed, Lady Bird is the Question,” Orange County Bar Association Estate, Guardian, and Trust Law Committee (2018)
- Florida Fiduciary Acess to Digital Assets, CLE Presentation for Orange County Bar Association (June 2016)
- Asset Protection for Professionals, Entrepreneurs, & Investors Lunch & Learn (May 2016)
- Taking Title: Options & Implications for Foreign Investors, Central Florida AREAA (Sept 2015)
- “Basic Estate Planning & Asset Protection Session,” Orange Country Bar Association Leadership Law (April 2014 & April 2015)
- “Estate Planning 5 Minute Update,” Central Florida Estate Planning Council (2013-2014)
- “Florida Durable Power of Attorney Update,” Orange County Bar Association Continuing Legal Education (2013)
- “Tax Law Session,” Orange Country Bar Association Leadership Law (April 2013)
- “Asset Protection Planning for Business Owners,” Popular Community Bank Panel Luncheon (September 2012)
- “Business Contract Basics,” Citrus Club Young Executive Luncheon Speaker Panel (July 2012)
- “10 Estate Planning Myths,” Palm Valley Coffee Hour (August 2011)
Publications:
- Lady Bird Deed Practice Points, Orange County Bar Association Briefs (July 2021)
- Probate & Trust Division Roundtable, RPPTL Actionline (Spring 2021)
- 2020 Employer Opportunities: Give more while spending less, Tax Adviser (October 15, 2020)
- Probate Case Summaries Fall 2020, Florida Bar Real Property Probate & Trust Law Section Actionline (Fall 2020)
- Probate Avoidance Primer, Orange County Bar Association Briefs (August 2020)
- PPP Loan Forgiveness Tax Alert – Notice 2020-32 (July 21, 2020)
- Trust Drafting Consideration: Fla. Stat. 736.0412 Nonjudicial Modification, Florida Bar Real Property Probate & Trust Law Section Actionline (Summer 2020)
- Lady Bird Deed: An Inexpensive Probate Avoidance Technique, Florida Bar Real Property Probate & Trust Law Section Actionline (Spring 2020)
- Probate Case Summaries Spring 2020, Florida Bar Real Property Probate & Trust Law Section Actiionline (Spring 2020)
- Is notice to ACHA required or just a good idea in a summary administration, Florida Bar Real Property Probate & Trust Law Section (winter 2019-2020)
- The solar energy credit: Where to draw the line? (August 2019)
- LLC: Disregarded Entity or S Corp Tax Status?, Florida Bar Tax Section Bulletin (Fall 2018)
- President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations
- Estate of Powell: A New Example of Failed Deathbed Tax Planning, Wealth Counsel (August 2017)
- Drafting Third-Party Spendthrift Trusts after U.S. v. Harris, Wealth Counsel (July 2017)
- Maintaining Tax Exempt Status When Partnering with a For-Profit Entity, Florida Bar Tax Section Bulletin (Spring/Summer 2016)
- Primer: Rights of a Surviving Spouse in Florida, Orange County Bar Association Briefs (August 2016)
- The Impact of Co-ownership on Florida Homestead, The Florida Bar Journal (May 2012)
- The Check-and-Merge: A Viable Answer to Cross-entity Merger?, The Florida Bar Journal (July/August 2011)
Practice Areas:
- Estate Planning
- Estate (Probate) Administration
- Trust Administration, Modification, & Termination
- Estate Tax Return Preparation (IRS Form 706)
- Asset Preservation Planning
- Homestead Law
- Business Law
- Tax Law
- Qualified Domestic Relations Orders (QDRO’s)