Jeff has been a member of the Florida Bar since 2006 and earned an LL.M. in Taxation in 2007. His practice areas include:
asset protection – advising clients regarding Florida statutory exemptions, use of business entities and trusts, and compliance with Florida’s fraudulent conveyance statute
estate planning (taxable and non-taxable estates) – drafting wills, trusts, irrevocable life insurance trusts, grantor retained annuity trusts, sales to intentionally defective grantor trust transactions
Lifetime documents – durable power of attorney, healthcare surrogates, living wills, pre-need guardians
estate, trust, and probate litigation – representing beneficiaries, personal representatives, trustees, and other interested parties in complex multi-tiered disputes
guardianships – petitions for guardianships, annual reports, annual accountings
business transactions and litigation – formation, operating agreements, shareholder agreements, partnership agreement, buy-sell transactions, asset-based lending transactions
tax controversy and tax planning – representing individuals, business entities and estates in disputes with the IRS
certified circuit mediator – business disputes, trust and estate disputes.