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I am originally from Ohio, where I lived for 27 years. I graduated from the University of Toledo with a BBA in Management and Finance. I graduated from Ohio Northern University Petite College of Law in 2004. Due to my interest in tax law, I went on to receive my LL.M. in Taxation from the University of Miami School of Law in 2005. Only a very small percentage of attorneys in the United States go on to attend and complete the LL.M. in Taxation Program.
After graduation, I worked at The Andersen Firm, which provided estate planning and legal services to a broad base of clients in multiple states. Through hard work and an extensive knowledge base, I served clients throughout the State of Florida and also co-counseled with firms out of State to serve the needs of additional clients.
I have lectured throughout the United States to individuals, business owners, businesses, financial planners, and CPAs on tax, probate, guardianship, and estate planning issues.
In my free time I like to relax with my family, golf, watch movies and go see the Jacksonville Jaguars during football season.
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|FL||Member in Good Standing||2007||06/19/2016|
|Attorney||Heekin Law, P.A.||2013 - Present|
|Attorney||Wood, Atter & Wolf, P.A.||2010 - 2013|
|Senior Associate Attorney||The Andersen Firm||2005 - 2010|
|Association name||Position name||Duration|
|True Blue: Navy Families Benefactors, Inc.||Board of Directors||2012 - Present|
|Florida Bar, Tax Section||N/A||2011 - Present|
|Florida Bar, Elder Law Section||N/A||2011 - Present|
|Jacksonville Bar Association||N/A||2010 - Present|
|Florida Bar, Real Property, Probate and Trust Law Section||N/A||2010 - Present|
|Jacksonville Bar Association, Young Lawyers Section||N/A||2010 - Present|
|Florida Bar||N/A||2007 - Present|
|Gator Bowl Association||Committee Member||2011 - 2012|
|Inside the Minds (Aspatore Books)||Strategies for Trusts and Estates in Florida||2011|
|University of Miami School of Law||Taxation||LL.M - Master of Laws||2005|
|Ohio Northern University - Claude W. Pettit College of Law||Law||JD - Juris Doctor||2004|
|CPE for CPAs Winter 2011||Tax Reduction Act of 2010||2011|
|CPE for CPA's||The Birth and Death of a Business||2010|
|CPE for CPA's||Florida LLC - Never ending update||2010|