Profile
Dennis concentrates on trust and estate planning for high net worth individuals and families. He utilizes a wide range of sophisticated techniques to protect assets, minimize taxes and provide practical approaches to accomplish his clients’ long term financial security and wealth transfer goals.
Dennis is a Florida licensed certified public accountant. With that financial and tax background, he is frequently asked to address tax compliance, closely held business valuation and tax litigation matters. In his trust and estate law practice, Dennis draws from his diversified background in business management and business law, which includes experience designing compensation plans; and handling mergers and acquisitions, reorganizations, and international transactions.
For clients with closely held business interests, Dennis utilizes his broad business background to develop creative, tax efficient estate plans that may include family compensation planning, ownership transition planning, management succession planning and sometimes liquidation planning.
Recent representative engagements include:
- Developing an estate plan, ownership transition plan and management succession plan for a privately held family business with over $750 million in revenue.
- Designing a series of business entities and trusts with different tax attributes that have allowed family members to pass several hundred million dollars in assets to future generations without paying gift, estate or generation skipping taxes.
