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Robert M. Wolf, Esq.

FLORIDA BAR BOARD CERTIFIED TAX ATTORNEY

 

AREAS OF PRACTICE:

      -   Estate and Gift Tax Planning, including:
            -   Preparation of wills and trusts
            -   Generation skipping tax planning
            -   Estate freezes
            -   Pre and post-marital agreements and cohabitation agreements
            -   Special needs trusts
            -   Asset protection matters
            -   IRA distribution planning
      -   Probate and Trust Administration
      -   Business Succession Planning
      -   Business Entity Formation and Agreements.

 

BAR ADMISSION:

-   Florida Bar 1980
-   New York Bar 1983
-   United States Tax Court 1989            
-   Board Certified (Tax Law) by Florida Bar 1996
            
EDUCATION:
-   New York University, Master of Laws in Taxation 1983
-   Samford University, Juris Doctor (cum laude) 1980 
-   University of Florida, BSBA (Accounting) (with honors) 1977
             
ORGANIZATIONS:
                                                  
-   President (2008/2009) of Boca Raton Tax Institute
-   Member of Greater Boca Raton Estate Planning Council
-   Florida Bar Real Property, Probate and Trust Law Section
-   Florida Bar Tax Law Section.

 

PUBLISHED ARTICLES:
                                                 
-   Estate Planning Journal (Nov/Dec 1993) Transferring Life Insurance 
     Policies to a New Partnership    
-   Journal of Partnership Taxation (Spring 1993) Partnership Law Update
-   Journal of Partnership Taxation (Summer 1992) S Corporations Update
-   Estate Planning Journal (Jan/Feb 1989) How to Structure Corporate Buy-out  
     Agreements Now
-   Florida Bar Journal (Nov. 1988) The Effects of the Tax Reform Act of 1986 on
    Corporate Buy-out Agreements Funded with Life Insurance
 
SEMINAR / SPEECH PRESENTATIONS TO:

-   Florida Bar
-   WXEL (Wealth and Wisdom show)
-   Palm Beach Chapter of Chartered Life Underwriters
-   Probate and Pumpernickel Luncheon Seminars (Boca Raton and West 
    Palm Beach)       
-   Boca Raton Tax Institute      
-   Board Certified and ACTEC Attorneys’ Roundtable

Boca Raton Office

561.338.5060