Rose-Anne is a board certified specialist in wills, trusts, and estates. Rose-Anne also serves as a member of the firm's management committee.
Rose-Anne focuses on estate, gift, and generation-skipping transfer tax planning for individuals and their families and on the administration of estates and trusts. With respect to planning matters, Rose-Anne is experienced in creating tax-efficient succession plans using a variety of traditional estate planning vehicles, charitable entities, and business entities. Rose-Anne also is experienced in drafting customized beneficiary designations for Individual Retirement Accounts.
On the administration side, Rose-Anne is experienced in preparing federal estate and gift tax returns, administering complex trusts and estates, including estate plans consisting of closely held businesses, and implementing complex post-mortem planning techniques.
Representative matters include:
- Drafting estate plans that consist of charitable gifting or trusts
- Preparation of federal estate tax returns, including 6166 analysis, portability, and business valuations
- Preparation of tax planning strategies with generational business succession and estate planning
- Administration of estates and trusts during estate litigation processes
- Planning with multi-million dollar IRA and retirement plans to be coordinated with estate planning
Rose-Anne joined the firm in 2003 immediately after receiving her LL.M. in taxation from the University of Florida. She became a shareholder in 2009.