Jeff focuses on estate planning and trust and estate administration
Jeff practices in the areas of tax, trusts, and estates. He works with high net worth individuals and families to draft estate plans, including wills and revocable trusts, charitable giving, retirement goals, and tax matters. He advises clients on business succession planning, family wealth preservation, and trust and estate administration and has experience representing professional fiduciaries in complex trust and estate administration.
Jeff is a Sarasota native.
- The Florida Bar, Real Property Probate and Trust Law Section
- The Florida Bar, Tax Law Section