Profile

In addition to serving on a local 501(c)(3) nonprofit, Adam assists new charitable tax exempt organizations in obtaining tax exempt status with the Internal Revenue Service, as well as providing tax advice with respect to charitable donations and fundraising.

  • Listed in:
    • The Best Lawyers in America®, Trust and Estates, 2019-2022
    • Florida Super Lawyers® Florida Rising Star - Estate & Probate, 2017-2021
    • Naples Illustrated Top Lawyers 2018, Trust and Estates
    • Martindale-Hubbell®, AV Preeminent Rated
  • Florida Bar Board Certified Wills, Trusts and Estates Lawyer
  • American Bar Association, Real Property, Trust and Estate Law Section
  • Florida Bar Association, Real Property, Probate and Trust Law Section
  • Collier County Bar Association, Vice-Chair, Trusts and Estates Section
  • 2019 Graduate of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC)
  • Articles & Comments Editor, University of Miami International Law Review
  • Moot Court Board, Semi-Finalist in National Duberstein Moot Court Competition
  • Gulfshore Business, Forty under 40 Honoree, 2015

  • Retirement Planning under the SECURE Act, Community Foundation of Collier County, August 2019
  • Domicile and Relocating to Florida, 2009, 2014, 2015, 2016
  • Planned Giving in Real Life: a Donor Centered Approach, Panelist, Greater Naples Area Planned Giving Council’s Annual Symposium, 2016
  • Elder Financial Exploitation: an Introduction for Financial and Legal Professionals, 2014
  • Florida's New Durable Power of Attorney Law, 2011, 2012
  • Estate Tax Deferral and Borrowing to Pay the Estate Tax, 2010

  • "Blended Families: Estate Planning for ex-spouses, new spouses, children, and stepchildren," Naples Daily News, March 2013 
  • "Common Mistakes of Individual Trustees," Naples Daily News, March 2012
  • "Co-Author, Consider Terminating your Charitable Remainder Trust Early," Florida Weekly, April 2010

  • President, Greater Naples Area Planned Giving Council, Inc.
  • Past Director and Treasurer, Brody Project for Animal Assisted Therapy, Inc.
  • Member, Community Foundation of Collier County, Professional Advisors Council
  • Member, Estate Planning Council of Naples
  • Member, Ohio State Alumni Club of Naples
  • United Way of Collier County, Annual Budget Review Committee