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Marc J. Soss

Director
239.444.1839
 

Mr. Soss focuses his practice on representing individuals in a broad range of estate planning, tax and corporate related issues.  Mr. Soss provides guidance to clients by combining wealth preservation strategies with their estate planning goals to reach their planning objectives.  These techniques include creating revocable trusts, irrevocable trusts, and other estate planning vehicles, including family limited partnerships, grantor trusts and limited liability companies.  Mr. Soss also serves as a Supply Corps Officer in the U.S. Navy Reserve.

Mr. Soss's areas of concentration include:

  • Estate and tax planning
  •  Probate, trust and guardianship administration and litigation
  • Business succession planning for family-owned entities
  • Assisting businesses with choice-of-entity planning, business contracts, including the preparation, review and negotiation of employment agreements, lease agreements and shareholder agreements, and corporate transactions
  • Representing tax-exempt organizations, including private foundations, in their organization and operation

Bar Admissions

  • Florida
  • Connecticut
  • Rhode Island

Education

  • U.S. Navy Supply Corps School, Athens, Georgia, 1999
  • L.L.M., University of Miami School of Law, 1993
  • J.D., Cumberland School of Law, Samford University (Dean's List), 1991
  • B.A., Tulane University (Dean's List), 1988

Noteworthy

  • SemperComm Foundation Award, 2007
  • Florida Bar Clayton B. Burton Award of Excellence, 2006
  • Naval Reserve Association Literary Award, 2003

Professional Activities

  • Florida Bar Association (Tax, Real Property and Probate Sections)
  • Sarasota County Bar Association (Estate Planning, Probate and Guardianship Law Sections)
  • National VP, Naval Reserve Association
  • Judge Advocate, Reserve Officers Association (Florida Department)
  • Judge Advocate, The Navy League (Sarasota/Manatee Chapter)

Seminars & Speeches

  • Annual Guardianship Training Program
  • Lorman Sales Tax Seminar, 2005

Publications

  • Contributing Editor, Leimberg Information Services (Estate Planning Newsletter)
  • Contributing Editor, The Sarasota Herald Tribune
  • Contributing Editor, Naval Reserve Association
  • Contributing Editor, The Reserve Officer Association
  • Contributing Editor, Military.com
  • Forbes.Com