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
561.338.5060
Email: RWolf@mannwolf.com