Profile

Adam assists clients with the formation, management, and transfer or sale of small business interests, including S corporations and limited liability companies (LLCs).

He has experience in drafting sophisticated shareholder agreements and operating agreements and has handled multimillion dollar business sale transactions.

  • 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