Joseph M. Percopo

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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:

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)

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