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With this "how-to" guide, skip beyond the basics of estate planning to focus on the advanced aspects of your clients' legacy building. This guide will teach you how to utilize some of the more sophisticated tools in practice, in addition to providing practical tips for getting more out of standard estate planning instruments. Find out how to minimize taxes and costs while maximizing accuracy, asset protection and flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Order today!
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KEITH DURKIN is a partner in the Orlando office of BakerHostetler. He is a member of the estate planning and trusts practice group, and has experience in a full range of estate planning documents, including charitable remainder trusts, QTIP trusts, generation skipping trusts, short-term irrevocable trusts, insurance trusts, and special needs trusts. His focus also includes asset purchase agreements; shareholder agreements; complex financing documents; international licensing and distribution agreements; operating agreements with guaranteed payments; preferred returns; tag along/drag along rights; and detailed tax allocation exhibits, including qualified income offset provisions and deficit restoration obligations. Mr. Durkin has also drafted various corporate merger documents, including A, E, and F type reorganizations, as well as researched, drafted, edited, and prepared memos on all areas of taxation, including S-Corp taxation, partnership taxation, employee benefits, corporate tax, personal tax, tax-exempt entities, payroll tax, excise tax, and international tax. He also represents taxpayers in tax controversies before the IRS, and preparing Non-Profit 501(c)(3) applications. Mr. Durkin was named a 2011 Rising Star by Super Lawyers magazine in estate planning and probate law, an honor earned by less than 2.5% of attorneys in Florida. He is admitted to The Florida Bar and is a member of the American Bar Association. He received his B.A. degree from Tulane University, New Orleans; his J.D. degree, cum laude, from the University of Miami School of Law, Coral Gables; and his LL.M. degree in taxation from New York University School of Law, New York.
JOHN M. HEMENWAY is a founding partner of Bivins & Hemenway, P.A., where he serves as a trusted legal advisor to business owners, real estate investors, and families seeking to preserve and pass down their wealth and values. His practice focuses on estate planning and probate, closely held businesses, and real estate, combining experience in each of these areas to provide a comprehensive approach to transactions and planning. Mr. Hemenway is a cum laude graduate of the University of Florida College of Law, and is named to the Super Lawyers magazine Florida Rising Stars list. He is a member of the Board of Directors of the Tampa Bay Estate Planning Council, and a prior presenter at National Business Institute seminars on both probate and estate planning topics.
TASO M. MILONAS focuses his practice principally in the areas of estate planning and probate litigation. He routinely represents both fiduciaries and beneficiaries in complex will and trust disputes throughout Florida. Mr. Milonas is a Florida Bar board certified tax lawyer. He received his LL.M. degree in taxation from the University of Florida Frederic G. Levin College of Law, and his J.D. degree from Stetson University College of Law. Mr. Milonas has been ranked highly by his fellow attorneys in numerous professional peer review ratings, including Martindale-Hubbell’s AV® rating (highest possible), Florida Trend’s Legal Elite, and Florida Super Lawyers. He also has a 10/10 Avvo rating. Mr. Milonas currently serves on the Executive Council of The Florida Bar's Tax Section and was recently appointed co-director of the Federal Tax Division. He has published numerous articles and is a frequent lecturer on taxes, estate planning and probate matters.
SPIRO J. VERRAS is the founding attorney and president of Verras Law, P.A., which maintains locations in Palm Harbor, St. Petersburg, and Tampa. His current practice focuses on estate planning, probate and trusts, elder law, guardianships, corporate and commercial transactions. Mr. Verras is active in bar organizations, including the Clearwater Bar Association and the Hillsborough County Bar Association. He is also a member of the Real Property Probate and Trust Law, Elder Law, and Entertainment, Arts & Sports Law sections of The Florida Bar; the Trusts, Estate, Probate & Immovable Property Law Section of the Louisiana State Bar Association; and the Real Estate, Probate & Trust Law and LGBT Law sections of the State Bar of Texas. In addition to his state bar memberships, he has been admitted to practice in local and federal district courts, the U.S. Fifth Circuit Court of Appeals, the U.S. Eleventh Circuit Court of Appeals, and the U.S. Supreme Court. Mr. Verras is also a member of the Academy of Florida Elder Law Attorneys and the National Academy of Elder Law Attorneys. He earned his B.A. degree from Yale University and his J.D. degree from Tulane Law School.