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Marc Jeremy Soss

Estate planning Attorney at Sarasota, FL

4.8   57 reviews

Licensed for 30 years

Free consultation

About Marc

Learn Marc’s areas of practice.

5
Practice areas
  1. Estate planning
    30%
    Experience in assisting families prepare basic to sophisticated estate planning.documents Including Wills, Trusts (Revocable & Irrevocable), Charitable Planning (Gifts & Trusts) and multi-generational planning.

    30 years, 1,000 cases

  2. Probate
    30%
    Over two decades of experience guiding Florida Personal Representatives, beneficiaries and heirs through the Florida probate administration and litigation process.

    30 years, 500 cases

  3. Corporate and incorporation
    20%
    From selection to formation of the correct legal entity - corporations (C & S), partnerships, LLC and hybrid entities. I also assist clients with their business contracts and transactions.

    30 years, 500 cases

  4. Guardianship
    15%
    Assisting families members with the guardianship administration and litigation process.

    30 years

  5. Marriage and prenuptials
    5%
    Preparation of prenuptial and postnuptial agreements for couples. Planning in the beginning makes it easier when something goes wrong.

    30 years

My Sarasota and Manatee County Florida legal practice focuses on assisting clients in the areas of estate planning, probate & trust administration and inheritance disputes, and business & corporate law matters. I also assist clients with the drafting of their pre-marital agreements.

From 1998-2019, I served as a Supply Corps Officer (Contracting and Logistical Planning) with the United States Navy Reserve. I am a veteran of Operation Enduring Freedom and Iraqi Freedom.  

In addition, I have published articles and been quoted in The Florida Bar, The Rhode Island Bar, North Carolina Bar (Elder Law), Forbes Magazine, Leimberg (LISI), Association of the US Navy, Reserve Officers Association, MSN Money, etc..

I am the recipient of the following awards:

2020 Rhode Island Bar Journal Outstanding Contributor Award

2015 Best Business of Lakewood Ranch - Law Firm

2010 National Award of Merit from the Assoc. of the US Navy;

2009 Pro-Bono Award, Collier Legal Aid

2007 SemperComm Award 

2006 Clayton B. Burton Award of Excellence (The Florida Bar) 

2003 Naval Reserve Assoc., Literary Award

Photos and videos

Licensed for 30 years
State CT
Status Active
Acquired 1992
Updated 09/29/2022
State FL
Status Member in Good Standing
Acquired 1992
Updated 11/23/2022
State RI
Status Inactive
Acquired 1994
Updated 11/15/2022

This lawyer was disciplined by a state licensing authority in 2022. See details

Contact Marc

Marc J. Soss, JD, LL.M.
Marc J. Soss, JD, LL.M.
9040 Town Center Parkway
Lakewood Ranch, FL, 34202
Marc J. Soss, JD, LL.M.
79 Franklin St
Westerly, RI, 02891
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Reviews

4.8 / 5.0
  57 customer reviews
Posted by Denis & Paula | February 25, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Assistance with Trust and Will
Marc was wonderful to work with. Very down to earth and helped the process go easily and without anxiety! We highly recommend him!
Posted by Doug | July 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Marc was a great choice for probate attorney!
Marc helped guide us through processing my father's estate through probate. He was happy to answer all our questions and provided a concise checklist of things we needed to do during probate. The probate process takes time and Marc was always there when we needed him. He also quoted us a reasonable fee for his services and we are 100% satisfied with the results he achieved for us.
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Posted by Margaret | March 17, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Knowledgeable and Nice
I called Marc Soss because I couldn't get a hold of my estate attorney. Marc happened to know my estate attorney very well. I had a question pertaining to one of the Trust documents my estate attorney drafted and Marc listened to my concern and was able to clearly give me a definitive answer. He was truly amazing and helpful. Marc immediately answered my question completely and thoroughly. He is awesome (and nice too)!
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Posted by Sarah | April 21, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning from a professional and thorough attorney.
I recently had to change my will, health care proxy and power of attorney documents. I was impressed by how fast and efficient Marc was. He was very considerate with scheduling our meeting and of my time frame for needing the documents quickly. The price was reasonable and he was very attentive to all details. I was able to compare Mr. Soss’ services to my previous experience with an out of state attorney. Marc did a better job in every way.
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Posted by Joanne | March 28, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Great Lawyer
My husband and I moved back to Florida and needed legal advice for our estate, including our Last Will & Testament, Durable Power of Attorney, Health Care Surrogate, Living Will and Pre-Need Guardian Declaration. Marc was very knowledgeable, helpful and sincerely wanted to help us. Marc also gave us great advice on some business problems for which we are involved. Marc was thorough and was easy to reach by telephone and when making an appointment. I highly recommend Marc Soss.
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Posted by Lisa | March 19, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Professional and knowledgeable.
Marc helped me update my estate documents after moving to Florida. I was extremely impressed with his professionalism, knowledge and efficiency. He sent the prepared documents to me for review within a week. I was very satisfied with his legal fees and would recommend him to anyone looking for an attorney.
Posted by Bill | October 22, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent, Accurate & Thoughtful
Marc prepared my estate documents. He provided excellent advice regarding my particular situation, did a great job preparing the required documents, and explained everything to me in clear and simple terms. He is a good listener and a thoughtful attorney who provides personalized, thoughtful service.
Posted by Peter | September 22, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Satisfied Clients
Marc was very helpful in getting our Estate planning untangled and updated. He explained everything in terms we could understand… all went smoothly without any delays.
Posted by Philippe | August 21, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Very pleased.
I retained Marc earlier this year (2021) to assist my fiancée and me regarding pre-nuptial agreements, as needed for our upcoming wedding, and we were very satisfied with his very knowledgeable handling of the issues presented. Separately, and equally or more important, Marc represented me, very promptly, very thoughtfully, and very competently, with respect to the necessity for changes to be made to my estate planning documents in view of the upcoming marriage. I was very, very pleased with his work.
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Posted by Jim | August 16, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Will & Testament
Marc was extremely professional/knowledgeable in advising/preparing: My will/testament, power of attorney, health care surrogate document, living will and pre-need guardian declaration. A very important document for Florida. I would definitely recommend Marc to my family/friends. Trust him; I did and will use him in the future.
Posted by Anton | May 14, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Lawyer high ethical standards
I hired Marc after reading reviews on Avvo. I hired him due to high ethical standards described in the reviews. I was not disappointed. Marc finished our postnup in about a week and had no issues editing the initial draft. We agreed on around $1000 for the postnup, but Marc actually did it for 800, since he was able to do it faster, than anticipated. I was expecting 1000-1500, since this is how "around 1000" usually turns out, so I was really pleased and surprised, that he worked rather in my interest, than his. I will recommend this lawyer and come back to do my will and estate planning. I highly recommend Marc! Very honest lawyer with high ethical standards!
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Posted by Linda | May 5, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
Mr. Soss is the finest attorney we’ve ever dealt with! My husband is an attorney, and I’m a paralegal, so we’ve dealt with many in our 40 years together. He is articulate, knows the law thoroughly, and gave us expert advice. He prepared legal documents that covered every foreseeable aspect of our concerns. We recommend him to the highest degree! Linda I.
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Posted by Steve | May 4, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Positive experience with Marc Soss
My wife and I recently became Florida residents which was an opportune time to update our estate plan. After researching our options we connected with Marc Soss. We realized quickly that Marc had a breadth and depth of knowledge in all aspects of estate planning. We met with Marc in his office and started the process of clarifying expectations and information gathering. Within two weeks we were presented with a first draft of all the components of a comprehensive estate plan, including our Wills, Trust, Power-of- Attorney, Health Care Surrogate, Living Will and Pre Need Guardian. Marc was thorough, professional and addressed all our questions. The final version of all documents were executed in Marc’s office and two weeks later we received a bound copy in the mail. Along with the documents a key aspect of Marc’s service was help navigating the complexity. For example, Marc provided a letter of explanation that offered practical guidance for us notifying banks and financial institutions of our new Revocable Trust. I had questions that Marc responded to by phone or email – always in a timely manner. Without hesitation I recommend Marc’s services.
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Posted by Bert | February 7, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Professional Attorney
I retained Mr. Soss to update my Trust and Estate Documents. At our 1st meeting, Mr. Soss quickly assessed the inadequacies in my documents and promised a quick resolution to that and all related issues. True to his word, Mr. Soss contacted me within the agreed upon time frame and set an appointment to review and execute the documents. Note: there was no interim, nor need there of, communication between our 1st meeting and the conclusion of our business. What I thought was going to be a very stressful { and expensive } event in my life, turned out to be just the opposite. Mr. Soss put me at ease immediately and throughout our business event. Business successfully concluded !
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Posted by anonymous | September 27, 2019
This review is from a person who hired this attorney.
| Hired Attorney
New Will
Enjoyed working with Marc to make a new Will. He was responsive, efficient and we finalized it quickly as I am leaving town for a lengthy period. He recommended other essential documents and they were dealt with as well. Great job.
Posted by anonymous | June 21, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Marc J. Soss
Our meetings with Marc were relaxed and informative. He was efficient, reasonably priced and trustworthy. We recommend Marc.
Posted by Frank | February 14, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Pleasantly surprised
We're very pleased and happy with the results of our estate planning with Marc He took the time to listen to our needs and fulfilled our wishes. I highly recommend him.
Posted by Ed and Susan | January 21, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Update Estate Planning
It was time to update all of our estate planning documents, so we reconnected with Marc J. Soss, who did the original work many years ago, and began the process. It went very smoothly and quickly under Marc’s guidance and counsel. We have signed the new documents and are very pleased with the results. We would confidently recommend Marc Soss for estate planning.
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Response from Marc Soss February 9, 2019
Thank you so much for the complimentary words.
Posted by Charles | January 6, 2019
This review is from a person who hired this attorney.
| Hired Attorney
professional
Marc Soss is a very competent lawyer who helped me with a Last Will & Testament; Durable Power of Attorney (POA); Health Care Surrogate (HCS); Living Will (LW) and a Pre-Need Guardian Declaration (PNG). His work was done quickly and efficiently. His fee was very reasonable. I am glad I was fortunate enough to use his services.
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Posted by anonymous | September 29, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Highly Recommend
We hired Marc to do our wills, power of attorney and health directives. He answered all of our questions. After the documents were prepared for our signatures, he went over everything in great detail. His depth of knowledge and professionalism gave us confidence in our decisions. We would recommend Marc to anyone who needs help creating a will and consulting on estate issues.
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Cost

Rates
  • Free Consultation 15 minutes
Payment methods
Cash, Check

Resume

AVVO RATING 5.3 (Average)

Professional misconduct

This lawyer was disciplined by a state licensing authority in 2022.

Reciprocal - Suspension issued in CT, 2022
updated on 05/19/2022

This means that the attorney's misconduct in another state, or jurisdiction, also violated the rules for practicing law in Connecticut.

Suspension issued in FL, 2021
updated on 05/19/2022

Suspension means an attorney lost his or her license to practice law for a period of time. The attorney typically returns to practicing law when the suspension expires.

Work Experience

  • Managing Attorney
  • Marc J. Soss, Esquire
  • 2008 - Present
  • Of Counsel
  • Akerman Senterfitt
  • 2005 - 2008
  • Senior associate
  • Becker & Poliakoff
  • 2000 - 2005
  • Supply Officer
  • US Navy Reserve
  • 1998 - 2019
View all work experience

Education

  • U.S. Navy Supply Corps School
  • 1999
  • University of Miami School of Law
  • LL.M. in Tax
  • 1993
  • Samford University, Cumberland School of Law
  • Law
  • 1991
  • Tulane University
  • BA - Bachelor of Arts
  • 1988
View all education

Legal Cases

  • Estate of ____________
  • Very Positive for Client
  • Estate of Larkin
  • Very positive for 5 heirs
  • Marc J. Soss, Curator of Estate Charles Lalli v. Mary Ellen McGrath, Trustee of Bubbling Springs Realty Trust, et al
  • Court ruled for Defendant.

Associations

  • Naval Reserve Association
  • National Vice President
  • 2002 - Present
  • The Navy League
  • Member
  • 2001 - Present
  • Sarasota County Bar Association (Estate Planning, Probate and Guardianship Law Sections)
  • Member
  • 1998 - Present
  • Florida Bar Association (Tax, Elder Law and Real Property and Probate Law Sections)
  • Member
  • 1992 - Present
  • Reserve Officers Association
  • Judge Advocate (FL Department)
  • 2004 - 2009
View all associations

Languages Spoken

  • Hebrew

Awards

  • Outstanding Contributor Award
  • Rhode Island Bar Association
  • 2020
  • Top 25 Estate, Probate & Elder Law Blog
  • LexisNexis
  • 2011
  • Naional Award of Merit
  • Association of United States Navy
  • 2010
  • Pro-bono Award
  • Collier County Legal Aid
  • 2009
  • SemperComm
  • SemperComm Foundation
  • 2007
  • Florida Bar Clayton B. Burton Award of Excellence,
  • Florida Bar
  • 2006
  • Naval Reserve Association Literary Award
  • Naval Reserve Association
  • 2003
View all awards

Publications

  • Forbes.Com
  • The Best Ways to Save in a Recession
  • 2009
  • Naval Reserve Association
  • Tax Tips
  • 2008
  • Florida Bar Magazine
  • Pet Trusts
  • 2008
  • Leimberg Information Services (Estate Planning Newsletter)
  • Military
  • 2008
View all publications

Speaking Engagements

  • Probate and Pumpernickel
  • How you Title your Accounts and Beneficiary Design
  • 2020
  • Probate and Pumpernickel
  • Digital Assets
  • 2017
  • Florida Institute of Certified Public Accountants
  • Estate Planning and Probate
  • 2008
  • Guardianship Training Program
  • Guardianship Law
  • 2006
  • Lorman Sales Tax Seminar
  • Florida Sales Tax
  • 2005
View all speaking engagements

Attorney endorsements

Received (21)
Given (25)
Estate planning Attorney | Aug 22
Relationship: Fellow lawyer in community
"I endorse this lawyer. Attorney Soss has an excellent reputation in the practice area of Estate Planning. I would strongly recommend his services."
Estate planning Attorney | May 23
Relationship: Fellow lawyer in community
"Always knowledgeable and thorough, I endorse this lawyer."
Estate planning Attorney | Apr 04
Relationship: Fellow lawyer in community
"I endorse this lawyer. Anytime I want to brainstorm an issue, I call Marc. He is always available to discuss current topics and extremely bright. It is my pleasure to know Marc."
Estate planning Attorney | Jul 15
Relationship: Fellow lawyer in community
"Marc is a very knowledgeable attorney. I have heard him speak to organizations about estate planning subjects and I have always learned something new. I highly endorse this lawyer."
Guardianship Attorney | Jul 14
Relationship: Worked together on matter
"I endorse this lawyer. Over the years Marc and I have been on the same side in various matters and opposing one another. Marc is an intelligent, honest, and zealous advocate. I endorse Marc without reservation."
Corporate and incorporation Attorney | Sep 28
Relationship: Other
"I endorse this lawyer."
Unknown Attorney | Sep 17
Relationship: Other
"I endorse this lawyer. Excellent contributions and an asset to the AVVO community."
Unknown Attorney | Sep 15
Relationship: Fellow lawyer in community
"I endorse Marc. Highly respected in the legal community with a strong reputation for client advocacy and dedication."
Estate planning Attorney | Aug 03
Relationship: Fellow lawyer in community
"I wholeheartedly endorse this lawyer. A brilliant attorney, highly respected in the legal community."
Corporate and incorporation Attorney | May 19
Relationship: Fellow lawyer in community
"I endorse this lawyer. A highly skilled and respected lawyer in the legal community."
Estate planning Attorney | Apr 11
Relationship: Fellow lawyer in community
"Marc does excellent legal work for his clients. I give him my strongest endorsement in the field of estate planning."
Corporate and incorporation Attorney | Apr 11
Relationship: Fellow lawyer in community
"I endorse this lawyer. A highly skilled and respected lawyer in the legal community."
Unknown Attorney | Mar 31
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Estate planning Attorney | Mar 20
Relationship: Fellow lawyer in community
"I highly endorse this lawyer. Marc is intelligent, professional, and well-respected in the Sarasota legal community. I would not hesitate to refer him clients who had complex estate planning matters or probate cases."
Estate planning Attorney | Mar 17
Relationship: Fellow lawyer in community
"I endorse this lawyer. His responses demonstrate a clear understanding of the law and how to get results for his clients. When it comes to Estate Planning, Probate, Tax, Elder & Business Law, Atty. Soss is the man for the job."
Estate planning Attorney | Jan 14
Relationship: Fellow lawyer in community
"I highly recommend this attorney. Very intelligent and very thorough when analyzing legal issues! Compassionate with clients and aggressive with legal issues! 5 STARS!!"
Tax Attorney | Dec 18
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Oct 04
Relationship: Fellow lawyer in community
"I endorse this lawyer.Marc is a well known and respected attorney in the community. He also does a great volunteer job answering questions on AVVO. I would highly recommend his services."
Estate planning Attorney | Mar 29
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have referred several clients to Mr. Soss and have received extremely positive feedback concerning his advice and work as an estate planning attorney. He has a reputation throughout the community as a professional and ethical attorney, and I would not hesitate to refer him business in the future."
Marriage and prenuptials Attorney | Dec 09
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have known Marc for nearly 15 years. I had the opportunity to work with him in a matrimonial case where he represented the Wife in negotiating terms for a pre nuptial agreement. Marc is very kowledgable and professional. Anyone in need of matrimonial law or estate planning help, should consult with Marc Soss."
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