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I am an attorney practicing in Central Florida, where I focus on Estate Planning and Trust and Estate Administration. Planning for asset growth and protection, wealth succession, and major life events (marriages, divorces, births, incapacity, and end-of-life) is critical for everyone. I provide the guidance, structure, and documentation needed to maximize wealth, minimize taxes, reduce worry, and provide security for working people and their families. Whether planning for a growing family and career, retirement, or final distribution, I provide all of the client’s estate planning needs at a predicable cost.
In addition, I have a significant amount of experience in the areas of tax exempt organizations and corporate law.
My education began at Florida Southern College, where I studied Communications and Advertising Design. After working as a graphic artist and copywriter for a few years, I attended Stetson University where I earned both an MBA and a law degree. During my tenure at Stetson, I served as an intern to Federal Magistrate Judge Thomas G. Wilson and an Articles Editor of the Stetson Law Review. Subsequently, I earned a Master of Laws in Taxation from the University of Florida College of Law, where I was a Graduate Tax Scholar and served as an editor for the Florida Tax Review.
In my free time, I enjoy writing and collaborating with my husband on creative projects. I also stay active in professional and community organizations. Currently, I am involved with two great Orlando organizations - the Central Florida Association for Women Lawyers and the George C. Young First Central Florida American Inn of Court. In the past, I have been active in organizations across the state, including The Lakeland Bar Association, Junior League, Estate Planning Councils, the Polk Museum of Art, Kiwanis, the Lakeland Chamber of Commerce, and Community Foundations, among others.
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Ashley and I both have advanced degrees in tax law from the same university and we are both involved in the same professional organizations. She is extremely knowledgeable in complex estate planning involving complex business assets and multi-generational planning. I have gladly referred her many of my potential clients in these areas since I focus more on tax law controversy.
Charlotte Erdmann Tax Attorney
Relationship: Fellow lawyer in community
|FL||Member in Good Standing||2003||10/02/2016|
|Award name||Grantor||Date granted|
|Grads Made Good||FSC Chapter of ODK||2006|
|Graduate Tax Scholar||University of Florida College of Law||2003|
|Outstanding New Associate Award||Stetson Law Review||2002|
|Attorney||Rush, Marshall, Jones and Kelly, P.A.||2012 - Present|
|Associate||Broad & Cassel||2007 - 2012|
|Associate||Gray Robinson||2004 - 2007|
|Student Intern||US District Court, Middle District of Florida||2003 - 2003|
|Summer Associate||Gray Robinson||2002 - 2002|
|Association name||Position name||Duration|
|George C. Young First Central Florida American Inn of Court||Barrister||2011 - Present|
|Florida Bar, Real Property, Probate and Trust Law Section||Member||2011 - Present|
|Central Florida Association for Women Lawyers||Director||2009 - Present|
|Florida Bar, Tax Section||Member||2004 - Present|
|Matthew Bender||Florida Statutes Section 213.018: Taxpayer Problem Resolution Program||2006|
|Matthew Bender||Limitations on Actions to Collect Secured Tax Liability||2006|
|Matthew Bender||Florida’s Taxpayer’s Bill of Rights: Where We Have Been, Where We Are Going||2006|
|Stetson Law Review||Winking in the Dark: The Burden of Proof for Corrective-Advertising Damages...||2003|
|Stetson Law Review||Local Government Recent Developments||2003|
|University of Florida College of Law||Tax||LL.M - Master of Laws||2004|
|Stetson University College of Law||Law||JD/MBA - Juris Doctorate and MBA||2003|
|Florida Southern College||Mass Comm & Ad Design||BA - Bachelor of Arts||1999|