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This definitive guide to trusts will give you key knowledge of unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today's top trusts and anticipate administration challenges and tax consequences. Order today!
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MARC ADLER is a cofounder and president of Machine Gun America. He has been with Machine Gun America since 2014. Mr. Adler has extensive experience leading startup operations in the firearms industry. He is passionate about firearms regulation, education and awareness. In addition, Mr. Adler is also a skilled firearms instructor and has trained hundreds of students in the law of self-defense. During his undergraduate studies, he served as student body president of the University of Florida and was the first student member of the University of Florida Board of Trustees. Mr. Adler attended law school at the University of Florida Levin College of Law after receiving his B.A. degree from the University of Florida.
NATHAN R. BROWN is an attorney in the private client services department with Proskauer Rose LLP. He advises clients on a wide range of tax and estate planning matters, as well as estate and trust administration. Mr. Brown is experienced in implementing advanced estate planning techniques, including irrevocable insurance trusts, grantor retained annuity trusts, sales to defective grantor trusts, inter vivos qualified terminable interest property trusts, family limited partnerships, all aspects of estate and trust administration, and preparing federal estate tax returns. He is admitted to practice in Florida and District of Columbia. Mr. Brown is a member of various professional organizations, such as the American Bar Association, Florida Fellows Institute of the American College of Trust and Estate Counsel, and the Palm Beach Tax Institute. He earned his B.A. degree, cum laude, from University of Southern Maine; followed by earning his J.D. degree, summa cum laude, from University of Maine School of Law. Mr. Brown then continued his studies at University of Florida Levin College of Law to earn his LL.M. degree in taxation.
ANDREW COMITER is a partner of the regional tax law firm Comiter Singer Baseman & Braun LLP. The focus of his practice is federal taxation of partnerships, s-corporations, and limited liability companies; business transactions; income and estate tax planning; probate; and trust, estate and guardianship litigation. Mr. Comiter has been member of The Florida Bar since 2009; and is a member of the Tax; Real Property, Probate & Trust Law; and Business Law sections of The Florida Bar. He is the Business Law Section representative to the Family Trust Company Subcommittee of The Florida Bar's Real Property, Probate and Trust Law Section. Mr. Comiter earned his B.S. degree from the University of Florida; his Masters of Taxation from Florida Atlantic University; and his J.D. degree, with honors, from the University of Florida Levin College of law with a certificate in estates and trusts practice. He went on to earn his LL.M. degree in taxation from the University of Florida Levin College of Law.
BRIAN MANGINES is an attorney at Mangines Law, P.A., where his focus is helping individuals, families, and business owners achieve peace of mind by developing and implementing creative, customized, and yet cost effective estate plans. In addition to creating estate plans, he works in the probate arena and assists families in implementing plans when loved ones pass away, settling probate, and litigating probate matters when litigation becomes necessary. Over the years, Mr. Mangines has spoken to both national and local civic, business and legal organizations on various legal topics. He earned his undergraduate degree from Cornell University, his law degree from The University of Connecticut, School of Law, and his L.L.M degree in estate planning from the University of Miami, School of Law. Mr. Mangines is a member of The Florida Bar and the Connecticut Bar Association.
ERNESTO MARTINEZ JR. has been an attorney for more than 27 years, concentrating his practice in wills, trusts, estates, taxation, estate planning, and real estate. He is a member of The Florida Bar, the Southern District of Florida, and the United States Tax Court; and is a certified public accountant. Mr. Martinez earned his B.B.A. degree with a major in accounting, cum laude, from the University of Miami; his J.D. degree from Columbia University School of Law; and his Master of Science in taxation from Florida International University School of Accounting.
LAZARO J. MUR is the founder of The Mur Law Firm, P.A. He has been serving the international business community and high net worth entrepreneurs since 1985. Mr. Mur's areas of practice include international taxation, corporate law, estate planning, asset protection, and entertainment, arts and sports law. He focuses on assisting domestic and international business owners with global asset protection planning, multinational estate planning, structuring foreign ventures, mergers and acquisitions, and pre-immigration planning strategies for non-resident aliens. Mr. Mur earned his B.B.A. degree from the Florida International University and his LL.M. and J.D. degrees from the University of Miami. He has lectured at Oxford University, has been quoted in the Wall Street Journal, and is a well-recognized published author and public speaker on global asset protection and international tax planning. Mr. Mur is a member of the Tax and Real Property, Probate and Trust Law sections of The Florida Bar.
G. MARK SHALLOWAY practices as president and shareholder with his father in the firm of Shalloway & Shalloway, P.A., concentrating his practice on special needs trusts. He is a consultant or co-counsel for plaintiffs’ and defendants' lawyers, carriers, and third-party administrators, regarding tort settlements and recoveries. Mr. Shalloway also consults and testifies for estate planning and family law attorneys. The recognized specialty area of elder law has always required attorney fluency in the area of public benefits (Medicaid, Medicare), including special needs trusts. Mr. Shalloway is among the first 135 certified elder law attorneys in the nation certified by the National Elder Law Foundation. He is a member of the charter class of attorneys board certified in elder law by The Florida Bar. Mr. Shalloway served as president of the National Academy of Elder Law Attorneys (NAELA), voted as a NAELA fellow and received NAELA's Outstanding Achievement Award for his work with the Academy of Florida Elder Law Attorneys. He is a member of the Stetson Elder Law Advisory Board and has also lectured for the National Absolute Litigators Conference and the NAELA Advanced Educational Institute, for which he chaired. Mr. Shalloway also chaired The Florida Bar's Elder Law Section Medicaid Committee. As part of his bar and academy work, he provides technical assistance to the Florida Legislature and Congress on elder legislation. The late Florida Governor Lawton Chiles and Governor Jeb Bush have appointed Mr. Shalloway to serve as the attorney on the state's Long-Term Care Ombudsman Council, Palm Beach District. He is a member of the adjunct faculty at Palm Beach Community College, lecturing on estates and administration and teaches the Palm Beach County guardian education course. Mr. Shalloway earned his B.A. degree from the University of Florida and his J.D. degree from Nova University.
YOSHIMI SMITH is a co-founding partner of the law firm of Beller Smith, P.L., located in Boca Raton, Florida. She concentrates her practice in the areas of estate and tax planning, estate and trust administration, and business succession planning. Ms. Smith is a graduate of Hofstra University Law School and the State University of New York at Stony Brook. Ms. Smith is admitted to practice law in New York and Florida. She serves on the Estate and Trust Tax Planning Committee, the Probate Law and Procedure Committee, and the Wills, Trusts and Estates Certification Review Course Committee of the Real Property, Probate and Trust Law Section of The Florida Bar ("RPPTL"). Ms. Smith is the Probate and Trust Law CLE vice chair of RPPTL Section; and a member of the Executive Council at Large member of RPPTL. She is currently chair of the Probate Committee for the South Palm Beach County Bar Association. Ms. Smith has published articles and lectured for the Florida Legal Education Association, South Palm Beach County Bar Association, New York City Bar Association, New York State Bar Association, New York University Tax Institute, Matthew Bender, The Florida Bar, Leimberg Services, local estate planning councils, various charities, community and professional organizations.