Todd Douglas Kaplan

Todd Douglas Kaplan

5.0
Rating: 8.1

Licensed for 27 years

Estate planning Lawyer at Bradenton, FL
Practice Areas: Estate Planning, Probate, Business, Tax

8470 Enterprise Cir., Suite 201, Bradenton, FL

About Todd

Practice Areas

4

Practice Areas

Business 25%

Todd develops plans that address the client’s family and business objectives. He regularly advises businesses and individuals in connection with the creation of corporations (regular and S corporations), partnerships and limited liability companies. His representation of business entities include sales and purchases of businesses, advice on choice of entity, formation, operations, conduct of corporate meetings, employment and non-compete agreements.

28 years

25%
Estate Planning 25%

Works with clients in developing and implementing an overall estate plan that recognizes the client’s specific estate planning needs and objectives, and where possible, maximize tax benefits. Assists all clients from simple wills to complicated estate, gift and generation skipping transfer tax planning.

28 years

25%
Probate 25%

In representing individuals and fiduciaries in trust and probate matters, Todd provides post mortem advice to trustees, personal representatives and beneficiaries in probate and trust administrations, both domiciliary and ancillary. Related activities for estates regularly include the preparation of estate tax returns.

28 years

25%
Tax 25%

28 years

25%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Florida for 23 years

State: Florida

Acquired: 2002

Member in Good Standing

No misconduct found

Licensed in New York for 27 years

State: New York

Acquired: 1999

Currently Registered

No misconduct found

Licensed in Connecticut for 27 years

State: Connecticut

Acquired: 1998

Active

No misconduct found

Location

Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A.

8470 Enterprise Cir., Suite 201, Bradenton, FL, 342024105

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Todd Douglas Kaplan's Reviews

Avvo Review Score

5.0 /5.0

5 Client Reviews

Filter Avvo Reviews (5) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
Star rating
5 stars 5
4 stars 0
3 stars 0
2 stars 0
1 star 0
Practice Areas

Showing 1 - 4 of 4 reviews | General Knowledge

Posted by Joan | January 08, 2013 | Estate Planning

Joan

Todd was reccomended by a neighbor and friend to update my will and trust since it had not been updated since my husband passed away 8 years ago. I had put off making revisions to my will and trust since my husband passed away because my last experience with another local attorney who had drafted ou...r first will and trust (and then handled my husband's estate) was not a positive one. Based on that last experience, I was intimidated to see an attorney by myself but knew that i needed to get this accomplished. When i got to the offices of Icard Merrill in Lakewood Ranch, I was greeted warmly by the receptionist and then by Todd's legal assistant. Mr. Kaplan was on time for the appointment and from the first minute, I was comforted by his demeanor. He took the time to explain the relevant laws, review my documents and make good suggestions that will save my children alot of time and money upon my passing. He provided me with a flat fee quote (and actually charged me a little less than quoted) and my work was completed relatively timely. Overall, I was extremely happy with the and comforted by the experience. If you are like me and heistant to see an attorney, I would not hesitate to suggest and reccomend Todd.

Posted by Jennifer | May 17, 2012 | Business

Knowledgeable and Understanding

I came to see Todd for issues and advice regarding my company. We have grown substantially over the past few years but did not have all of the necessary documentation to protect myself and my business. I have partners and Todd took the time to explain a number of issues and problems with the curren...t structure. He also had several suggestions to reduce our current tax liability. Todd ultimately drafted a well needed operating/buy-sell agreement that was specific to our business needs. This new operating agreement was far better than the cookie cutter Operating agreement (full of errors) that I got when I set up my company with another local attorney.I also just made an appointment to update mine and my husband's wills and trusts since they have not been looked at in over 10 years. I presume that this experience will be as successful as the first one. I definately recommend Todd to anyone looking for a smart, knowledgeable (and affordable) attorney.

Posted by Gregory | July 15, 2010 | Estate Planning

Smart and Understanding

It was our second marriage and we visited Todd for estate planning. We had specific concerns in regards to protecting the interests of each of our children as well as each other. Todd addressed all of our concerns, had great ideas, implemented the ideas and we left feeling secure and much more conf...ident than when we started this process. Thank you.

Posted by anonymous | November 04, 2009

Highly Recommend

Todd was very knowledgeable and professional. He had solutions to our seemingly complex issues and patiently answered all our questions. He was very reasonably priced and I would highly recommend him.

See All Client Reviews

Todd Douglas Kaplan's Lawyer Endorsements

Endorse Todd
Charles Ward Telfair headshot
Charles Telfair

Estate planning lawyer | Apr 25

Relationship: Fellow lawyer in community

"I endorse this lawyer. Todd is an excellent estate planning, tax and probate lawyer in our community who is able to quickly grasp his client's specific wants and needs and design a plan to efficiently and effectively implement them."

Jonathan P Whitney headshot
Jonathan Whitney

Business lawyer | Apr 16

Relationship: Fellow lawyer in community

"An excellent lawyer with outstanding legal knowledge who is able to efficiently address business, tax and estate planning needs!"

View All Endorsements
Lisa Ann Bell headshot
Lisa Bell

Family lawyer

David Robert Hoyle headshot
David Hoyle

Guardianship lawyer

Charles Ward Telfair headshot
Charles Telfair

Personal injury lawyer

Jonathan P Whitney headshot
Jonathan Whitney

Litigation lawyer

Experience

Rating:  8.1 (Excellent)

Honors

2012

Pro Bono--One, Florida Bar & Legal Aid of Manasota

2011

Pro Bono--One, Florida Bar, Legal Aid of Manasota

Work Experience

2005 - Present

Member, Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A.

2003 - 2005

Attorney, Hamrick, Perrey, Quinlan & Smith, P.A.

1998 - 2002

Attorney, Zavatsky, Mendelsohn, Gross, Savino & Levy

Associations

2009 - Present

Manatee Community Foundation

Legacy Society Comittee Member

2007 - Present

Miracle League of Manasota

Vice President/ Board Member

2006 - Present

Sarasota County Bar Association

2003 - Present

Rotary Club of Lakewood Ranch

2002 - Present

Manatee County Bar Association

Education

2002

University of Florida, Fredric G. Levin College of Law

LL.M - Master of Laws

1998

Quinnipiac University School of Law

Law

Activity

Avvo Rating

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