Walking the Balance Beam of Fla. Stat. §738.409: Allocating Payments From an Individual Retirement Account to a Trust
Co-Author / July 3, 2026
The Florida Bar RPPTL Section ActionLine Newsletter, Spring 2026, Pages 16-2
Local and National Firms Eye Opportunities as Florida's Wealth Influx Shows No Signs of Cooling
Legal Source / April 17, 2026
Daily Business Review
Read more about South Florida's wealth influx on law.com >
A Beautiful Bill by Any Other Name and What It Means for Individuals, Trusts, and Estates
Co-Author / January 26, 2026
The Florida Bar Tax Section Bulletin, Winter 2026, Pages 10-13
Read about the One Big Beautiful Bill and how it is reshaping trust and estate law >
Making Florida Home: The Legal Realities of Domicile in 2025
Author / November 13, 2025
Best Lawyers' 2026 "Best Law Firms"
Read more on bestlawfirms.com >
Donation Limitations: Do Your Nonprofit Clients Know Where Their Donations Are Sourced?
Author / November 3, 2025
Best Lawyers South Florida 2026
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Beauty — and Art — is in the Eye of the Beholder: How the Appeal of Collectibles is Transforming the Art World
Author / August/September 2025
Florida Banking Magazine, August/September Issue
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Unlocking the Step-Up: Florida’s Community Property Trust Act and the Double Basis Opportunity
Author / July 31, 2025
The Florida Bar Tax Section Bulletin, Summer 2025
Read more on Florida's Community Property Trust Act in the Tax Section Bulletin, Pages 6-8, 12 >
Read more about Florida's Community Property Trust Act on Jones Foster's Our Perspective Blog >
Florida's New Foreign-Donor Ban for Charities
Author / July 15, 2025
Our Perspective
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Florida's Fiduciary Income and Principal Act
Presenter / July 4, 2025
Ullman Year in Review CLE
The Florida Bar Tax Section 2025 Organizational Meeting / Amelia Island, FL
House Ways and Means Committee Unveils Tax Bill: Major TCJA Provisions Extended as Reconciliations Debate Begins
Author / May 16, 2025
Daily Business Review
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Navigating the Old and New Art Markets: From Biedermeier to Birkin
Panelist / April 10, 2025
Kaufman Rossin Panel Discussion
DiVosta Tower North Lobby, Palm Beach Gardens
"Gutted": Trump Administration Rolls Back Law Targeting Illicit Funds in Real Estate
Legal Source / April 7, 2025
The Real Deal
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Why Is the Charitable Deduction So Uncharitable?
Co-Author / April 3, 2025
WG&L's Taxation of Exempts Newsletter, Volume 36, No. 05, March/April 2025
Thomson Reuters
The CTA Rollercoaster Continues: FinCEN Finalizes Major Exemption for U.S. Entities
Author / March 28, 2025
Our Perspective
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The CTA Compliance Rollercoaster: Treasury Hits the Brakes on BOI Reporting for U.S. Businesses
Author / March 10, 2025
Our Perspective
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The CTA Compliance Rollercoaster: BOI Reporting is Back—Again—With a March 21 Deadline
Author / February 21, 2025
Our Perspective
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Why Is the Charitable Deduction So Uncharitable?
Co-Author / February 2025
Thomson Reuters Estate Planning Journal (subscription required)
Log in to read about the current rules for substantiation of charitable deductions >
Florida’s New Income and Principal Act Promotes Fiduciary Flexibility
Co-Author / February 1, 2025
Florida Banking Magazine, Feb/March 2025 Issue, Pages 14-15
Read more about the Fiduciary Income and Principal Act (FIPA) in Florida Banking Magazine >
Read more on Our Perspective >
The Estate Planning Path: Protect, Preserve, Plan
Speaker / January 22, 2025
Prudential Financial Seminar
Boca Raton, FL
Speaker / February 12, 2025
Prudential Financial Seminar
Palm Beach Gardens, FL
Speaker / February 26, 2025
Prudential Financial Seminar
Boca Raton, FL
Speaker / March 19, 2025
Prudential Financial Seminar
Boca Raton, FL
Read more on Our Perspective >
Florida’s Principal and Income Act Gets a Refresh
Co-Author
The Florida Bar, RPPTL Section / Actionline Newsletter, Summer 2024 issue, Pages 6-12 (member login required)
Read more about Florida's Fiduciary Income and Principal Act in Our Perspective blog >
On and Off Again: A CTA Tale by the Fifth Circuit Court of Appeals
Author / December 31, 2024
Our Perspective
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Florida’s New Fiduciary Income and Principal Act
Speaker / December 11, 2024
RCCA Professional Endowment Committee Meeting
Palm Beach, FL
Florida’s New Fiduciary Income and Principal Act
Author / December 6, 2024
Daily Business Review
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Stay Prepared: FinCEN's Guidance on Corporate Transparency Act Reporting Deadlines
Author / December 6, 2024
Our Perspective
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The Fine Print of Cashing Out: Life Insurance Planning Considerations for Business Owners
Author / November 7, 2024
Best Lawyers "2025 Best Law Firms"
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How to Incorporate Charitable Giving Strategies Into an Estate Plan
Author / October 25, 2024
Our Perspective
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Estate Planning Strategies to Maximize Your Wealth; Act Before the Tax Exemption Deadline
Author / October 23, 2024
Our Perspective
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Family Limited Partnership and the Marital Deduction Mismatch
Co-Author / November 2012
Journal of Financial Service Professionals, Vol. 66, Issue 6