Marc J. Soss, Esquire
Summary
Main Office
5910 Post Blvd.
P.O. Box 110127
Lakewood Ranch,
FL 34211
Years of Experience
17
Geographies
Office Locations
Main Office
5910 Post Blvd.
P.O. Box 110127
Lakewood Ranch, FL 34211
One South School Avenue
Sarasota, FL 34237
Florida Estate Planning, Florida Probate Administration & Litigation, Florida Trusts & Estates,
My practice is focused on representing individuals and entities in the following areas of the law:
Estate and Tax Planning · Corporate Law · Business and Succession Planning · Representation of Fiduciaries and Heirs in Probate, Trust and Guardianship Administration and Litigation · Asset Protection Planning · Prenuptial and Postnuptial Agreements · Contracts · Tax-Exempt Organizations.
Articles Written
Beneficiary and Fiduciary Liability for Income, Gift and Estate Taxes
Created On: 10/28/2009
It can be either a blessing or a curse to be appointed as the Personal Representative of an estate or Trustee of a trust (collectively a “Fiduciary”). One of the most over looked aspects of the job...
Roth IRA Conversion: Opportunities for 2010 and Beyond
Created On: 10/26/2009
January 1, 2010 opens a new window of opportunity for taxpayers to convert an existing Individual Retirement Account (IRA) to a Roth IRA. The conversion can be made without regard to the taxpayer’s annual income or marital...
The Bicycle Commuter Act
Created On: 10/07/2009
Beginning Jan. 1, 2009, bicycling commuters became eligible for employer reimbursement of workplace transportation costs. Under the “Bicycle Commuter Act” cyclists are provided tax-free fringe benefit status, similar to workers who receive qualified transportation benefits, for utilizing public transit...
Beneficiary and Fiduciary Liability: Part Three
Created On: 08/31/2009
Every estate and trust beneficiary (heir, legatee, and devisee) must be appraised of their potential for personal liability for unpaid estate taxes under...
Case History
New Florida Resident
Practice Area: Estate Planning
Description: Represented client in drafting new Florida estate plan and post-nuptual agreement (former state of residence did not require a minimum amount to be distributed to spouse upon death).
Outcome: Happy ending for all.