Doug is a trusts and estates attorney.
He focuses on helping families develop personalized, tax-efficient wealth transfer plans using current estate planning methodologies. He counsels clients on customized beneficiary designations for IRAs and other tax-deferred investment accounts.
Doug also handles especially complex estate administrations. He has substantial experience in preparing Form 706’s, administering trusts and estates consisting of closely held businesses, and implementing complex post-mortem planning techniques.
Doug recently served as Assistant Editor of the Florida Bar's Tax Bulletin.