Doug counsels individuals, families, and institutions in estate planning, business succession, and estate and trust administration matters.
Doug's practice involves developing personalized, wealth transfer plans that integrate family goals with considerations relative to tax planning, charitable giving, asset preservation, and business succession. He has significant experience with a variety of techniques important to this planning, such as designing multi-purpose testamentary trusts, preparing customized beneficiary designations, and creating irrevocable trusts to achieve tax, family, charitable, and legacy-oriented goals. A substantial number of Doug’s clients own interests in closely-held or family-controlled businesses, and he counsels them on estate planning matters such as the lifetime transfer of business interests, the succession of business ownership and management, and the appropriate trust governance structure for the management of business interests.
Doug also handles complex estate and trust administrations. He has considerable experience preparing federal estate tax returns (Form 706), administering trusts and estates that hold business interests, and implementing sophisticated, post-mortem planning techniques. Doug provides strategic advice regarding delicate administration matters, such as compliance with fiduciary duties, distribution planning, and federal income tax planning. In addition, his practice encompasses the adaptation of current plans to changing circumstances via irrevocable trust modifications, terminations, and decanting.
Doug serves as co-counsel to other attorneys with regard to Florida planning, administration, and federal tax matters. Additionally, he actively works with a client’s advisors – managers, attorneys, accountants, and financial consultants – to facilitate coordinated and well-rounded advice.