Jeff is a board certified specialist in wills, trusts and estates.
He handles all aspects of estate, trust, and succession planning. Jeff works with individuals and families to develop customized and tax-efficient estate plans that meet their needs. He counsels clients with regard to asset titling as well as beneficiary designations for retirement plans, insurance policies, and annuities.
Jeff also handles especially complex estate and trust administrations. He has substantial experience in preparing Form 706’s, Form 709's, administering trusts and estates consisting of closely held businesses, and implementing complex post-mortem planning techniques.
Jeff joined the firm in 2007 immediately after receiving his LL.M. in taxation from the University of Florida. He became a shareholder in 2013.