Profile
Adam is a Florida Bar Board Certified Wills, Trusts and Estates Lawyer, concentrating his practice on complex estate planning and wealth preservation, probate and trust administration, and business planning for closely held-businesses and charitable non-profit organizations.
He works closely with high-net worth families to develop long-term strategies to minimize taxes, preserve and protect assets, and achieve philanthropic goals, in ways that are practical and comfortable for his clients and their families. He has counseled his clients in prudently transferring hundreds of millions of dollars of wealth to new generations. Adam’s clients have efficiently transferred complicated assets such as operating businesses, artwork, commercial real estate, and qualified retirement assets. Adam’s clients include accomplished business owners and executives, families with special needs beneficiaries and substance abuse issues, blended families, and same sex couples. Adam has created many sophisticated trusts for his clients, including multi-generational dynasty trusts, education trusts for grandchildren, annual gift exclusion trusts, grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), charitable remainder unitrusts (CRUTs), qualified personal residence trusts (QPRTs), irrevocable life insurance trusts (ILITs), and asset protection trusts. Adam assists his clients in establishing Florida Domicile, and also prepares his clients for diminished capacity by using revocable living trusts, powers of attorney, and health care surrogates & living wills.
Adam utilizes a team approach with individual and corporate personal representatives, executors and trustees, accountants, and financial planners in administering probate and trust estates, including counseling on post-mortem tax planning and estate tax returns, handling potential controversies with beneficiaries and creditors, will and trust contests, spousal elective share and homestead proceedings, tax apportionment, judicial and non-judicial trust modification and termination, fiduciary accountings, trustee compensation disputes, and federal tax audits.
Adam also advises closely-held businesses and charities with regard to governance, transactions, and tax planning, including business succession planning, mergers and acquisitions, sales, and debt refinancing.
Prior to becoming an attorney, Adam worked as a systems engineer assisting Fortune 500 companies in bringing their products to market from design through manufacturing. Representative clients included Motorola, Maytag, and Georgia-Pacific. Adam also developed solutions for Honda Motor Company and Stanley Hand Tools to reduce repetitive motion injuries on the assembly line.
When Adam is not serving his clients, he enjoys cooking, gardening, and spending time in the Florida sunshine with his wife and two young children. His wife Rachel is a talented litigation attorney also practicing law in Naples.
