Family Law

• Guardianship
  Bob is a Fellow in the American College of Trust and Estate Counsel (ACTEC), is Past President of ACTEC, serves on its Board of Regents and chaired the National Membership Committee. He is past Chair of ACTEC’s National Task Force on Arbitration of Trust & Estate Disputes. He is a former chair of the ACTEC Amicus Committee and past chair of ACTEC’s Sponsorship Advisory Committee. He is Co- Chair of the Amicus Committee and on the Executive Council of the Real Property, Probate and Trust Law Section of The Florida Bar. He is past chair of the Section, current member of the Section’s Probate Law and Probate Litigation Committees, as well as past member of the Section’s Legislation Committee. He has chaired the Probate Rules Committee and the Guardianship Law Committee of The Florida Bar, and is a past member of the Probate Law Professionalism Committee and the Appellate Rules Committee of The Florida Bar. Bob was named as one of the top 100 attorneys in Florida by Florida Superlawyers and he is listed in Best Lawyers in America and in Florida Trend’s Florida Legal Elite.

Trusts and Estates

• Estate Planning
  The firm’s shareholders are fellows of the American College of Trust & Estate Counsel. They have collectively been involved in drafting, reviewing or passing almost every piece of trust and estate legislation in Florida since 1983.
• Wills
  Bob is a frequent lecturer for ACTEC and the Florida Bar on probate and trust topics, including fees, fiduciary duties, and will and trust contests.
• Trusts
  The firm’s estate and trust administration practice provides individual and corporate fiduciaries with legal and tax advice upon the death of an individual and in the course of estate and trust administration, including services relating to local probate and Federal estate taxation.
• Probate
  Brian is a Past Chair for the Real Property, Probate and Trust Law Section of The Florida Bar. He has served as a Probate Division Director for the Section, and as chair of the Section’s Legislation and Trust Law Committees. He co-chaired the Section’s Ad Hoc Trust Code Revision Committee which was responsible for the creation of a comprehensive Florida Trust Code adopted by the Florida Legislature in 2006. Brian continues to serve the Section including as a member of its Long Range Planning, Legislative, Trust Law, Probate and Trust Litigation, Probate Law and Procedure, and Homestead committees. Brian also has served as a member of various Section ad hoc committees including the Ad Hoc Conflicts of Interest Study Committee, the Jurisdiction and Service of Process Committee, and the Ad Hoc Committee on PR Issues.

Finance Law

• Tax Law
  The firm’s estate planning practice provides sophisticated services relating to transfers of assets during life and at death, including advice and document preparation regarding wills, revocable trusts, irrevocable trusts, tax-advantaged asset transfers (including the use of family limited partnerships), multi-generational planning, the Federal and State taxation of trusts and estates, charitable giving, pre-nuptial and post-nuptial planning, charitable trusts and charitable entities including private foundations, tax planning relating to immigration and expatriation, and issues relating to change of domicile.