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About Patrick
Practice Areas
5
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 11 years
State: New York
Acquired: 2014
No misconduct found
Licensed in Florida for 14 years
State: Florida
Acquired: 2011
No misconduct found
Location
Holland & Knight
100 N. Tampa Street, Suite 4100, Tampa, FL, 33606
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Experience
Honors
2017
Rising Star, Florida Super Lawyers
2017
Legal Elite - Up & Comer, Florida Trend
2015
Florida Fellows Institute, American College of Trust and Estate Counsel
Work Experience
2015 - Present
Associate, Holland & Knight
2012 - 2015
Associate, The Duffey Law Firm
2012 - 2012
Fellow, University of Florida Fredric G. Levin College of Law
Associations
2017 - Present
Florida Bar, Real Property, Probate and Trust Law Section, Trust Law CommitteeSub-Committee Chair, Florida Uniform Principal and Income Act
2017 - Present
Florida Bar, Real Property, Probate and Trust Law Section, Litigation CommitteeSecretary
Education
2012
New York University School of Law
LL.M - Master of Laws
2011
University of Florida, Fredric G. Levin College of Law
JD - Juris Doctor
2008
University of Florida
BS - Bachelor of Science
Speaking Engagements
2017
The Probate Process From Start to Finish
Probate Creditor Claims and Homestead in Probate
2017
2017
2017 RPPTL Convention, Probate & Trust Litigation Committee
Issues in Fiduciary Accountings: Turkish v. Brody
2017
19th Annual Estate, Tax, Legal and Financial Planning Seminar
Charitable Giving and Avoiding Traps for the Unwary
2016
Ullman Tax Year in Review
Basis Consistency and Basis Reporting Issues
2016
Strafford CLE Webinar
Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses
2014
2014 Spring Symposia of the ABA Real Property Trust and Estate Law Section, Chicago, IL
Silver Platter of Non-Tax Estate Planning Considerations in Light of Recent Cases and Trends
2013
Pennsylvania Bar Institute, Philadelphia, PA
What Every Estate Planning Attorney Needs to Know About Florida Law
2013
CLE Down by the Shore, Atlantic City, NJ
What Every Estate Planning Attorney Needs to Know About Florida Law
Publications
2017
Estate and Personal Financial Planning (Thomson-West)
The Proposed 2704 Regulations: Confusion Still Reigns After Public Comments and Hearing – (Parts One, Two and Three)
2016
ABA Real Property, Trust and Estate Law Journal (Spring 2016)
Dude, Where's My Income? Examining Property Conversion Clauses in Marital Trusts
2016
Estate and Personal Financial Planning (Thomson-West)
Highway (Bill) to the Danger Zone: A Practitioner's Guide to the New Basis Rules of Sections 1014(f) and 6035
2014
48th Heckerling Reporter
Windsor’s Wake: Non-Traditional Estate Planning Issues for Non-Traditional Families
2014
Estate Planning
The Implications of State "Conversion" Laws for Same-Sex Couples
2013
Estate Planning
Weighing Wimmer: Can a Gift of a Closely Held Entity Qualify for the Annual Exclusion?
2013
Real Property, Trust & Estate Law Journal (ABA)
A Question of Value: the Evolution of Formula Clauses Through the Decades
2012
Valuation Strategies
Formula Clauses for the Non-Charitably Inclined
2011
Trusts & Estates
Health, Education, Maintenance, and Support: The Dual Life of the (Un-) Ascertainable Standard
2011
Estate Planning
Formula Clauses for the Non-Charitably Inclined
Languages
English