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With more than 35 years of legal experience, Mr. Westman concentrates his practice in the areas of estate planning, charitable planning and estate administration, including highly complicated estates. Prior to joining Cohen & Grigsby, Mr. Westman was a partner with the law firm Steel Hector & Davis LLP in Naples, Florida.
Mr. Westman’s areas of concentration include:
- Estate and trust planning
- Estate and trust administration
- Federal and state taxation
- Charitable planning and giving
- Tax-exempt entities and charitable organizations
Bar Admissions- The Florida Bar, 1969
- U.S. Tax Court, 1977
- U.S. District Court, Middle District of Florida, 1977
- U.S. District Court, Southern District of Florida, 1969
Education- LL.M. Taxation, University of Miami, 1972
- J.D., University of Miami, 1969
- B.B.A., Sam Houston State University, 1966
Noteworthy- Who’s Who in the World
- Who’s Who in America
- Who’s Who in American Law
- Who’s Who in the South and Southeast
- Who’s Who in American Colleges and Universities
Memberships- Member, Collier County Bar Association
- Member, Estate Planning Council of Naples
- Member, Sections on Real Property, Probate and Trust Law; Health Law; The Florida Bar
- Chairman of the Board of Trustees, NCH Healthcare System, Inc.
- Chairman of the Board of Trustees, Naples Community Hospital, Inc.
- Planned Giving Committee, NCH Foundation
- President, and Member of the Board of Directors, Marco Island Marina Association, Inc. (MIMA)
- Former Chairman, David Lawrence Mental Health Foundation
- Dean’s Council, Rosenstiel School of Marine and Atmospheric Science, University of Miami
- Member of the Board of Directors, The Florida Aquarium Foundation, Tampa, Florida
- Trustee, Pikeville College (1993-2005)
- Founding Member, Chairman’s Council; and Former Vice President; Community Foundation of Collier County
- Former District Chairman and Former Eagle Board of Review; Southwest Florida Council, Boy Scouts of America
- AV rated – Martindale-Hubbell
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