Three decades of legal experience in Estate Planning, Probate, Guardianship and Business law.Preparation of Wills, Revocable Trusts, Powers of Attorney, Health Care Surrogates and Living WillsFlorida Probate Administration (Formal, Summary & Ancillary) and Litigation (Inheritance Disputes).Assisting families with incapacity planning, guardianship and elder law abuse matters.Selection & formation of the appropriate legal entity (corporation, LLC, ..) for your business needsPreparation of prenuptial and postnuptial agreements for couples.
|FL||Member in Good Standing||1992||07/20/2017|
|Award name||Grantor||Date granted|
|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|
|Florida Bar Clayton B. Burton Award of Excellence,||Florida Bar||2006|
|Naval Reserve Association Literary Award||Naval Reserve Association||2003|
|Managing Attorney||Marc J. Soss, Esquire||2008 - Present|
|Supply Officer||US Navy Reserve||1998 - Present|
|Of Counsel||Akerman Senterfitt||2005 - 2008|
|Senior associate||Becker & Poliakoff||2000 - 2005|
|Association name||Position name||Duration|
|Reserve Officers Association||Judge Advocate (FL Department)||2004 - Present|
|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, Real Property and Probate Sections)||Member||1992 - Present|
|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.|
|See all legal cases|
|Leimberg (LISI)||Another IRS Win on Personal Liability against the Administrator of an Estate||2017|
|Rhode Island Bar Journal||Medical Expense Deduction Percentage Aging Out||2016|
|Rhode Island Bar Journal||Act Now Before Two Social Security Strategies Are Eliminated||2016|
|SRQ Magazine||What Type of Estate Plan is Right for You||2016|
|Rhode Island Bar Journal||Deducting the Cost of Life in a Retirement Community||2013|
|MSN Money||Tax Benefits of Dependents||2012|
|Forbes||When a Housemate is a Dependent||2012|
|AUSN||Creating a Paper Trail for your Heirs||2011|
|Forbes.Com||You Inherited an IRA. Can Creditors Grab it?||2010|
|Association of the United States Navy||2009 Federal Tax Return Tips||2010|
|AUSN||Mortgage Assistance for Wounded Warriors||2010|
|Lawyers USA||New law allows for record valuation discounts||2009|
|Leimberg (LISI)||INHERITED IRA’S ARE NOT CREDITOR EXEMPT IN BANKRUPTCY||2009|
|AUSN||Eligibility for the Aid & Attendance Pension||2009|
|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|
|U.S. Navy Supply Corps School||Supply||N/A||1999|
|University of Miami School of Law||Tax Law||LL.M. in Tax||1993|
|Samford University, Cumberland School of Law||N/A||Law||1991|
|Tulane University||Economics||BA - Bachelor of Arts||1988|
|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|
Posted by anonymous
Called Marc from another state to ask questions regarding Florida probate law (as my father died in Florida) , as I had questions regarding his debt and estate. Marc was very nice and answered my questions within 2 minutes on the phone. I've never met Marc, but he was super nice and helpful. I didn't know who to call in Florida, but I decided to call him due to all of his outstanding reviews on the web.
Posted by Larry
Marc has been instrumental in creating wills and a family trust for us. He has at all times been sensitive to our needs, professional and timely in preparation. We are pleased that he has been very willing to help in follow up questions and concerns. We are delighted to do business with Marc.
Posted by Tom
My father-in-law died unexpectedly in Jan. of 2012. The attorney he had used in the past for will and estate planning issues had retired. Therefore we needed to quickly retain someone who could help us with administering and closing out the various trusts involved.
I contacted several attorneys to discuss our situation and the family decided to engage Marc. He knew exactly what to do on our various issues and prepared the necessary paperwork quickly.
He has been responsive, timely and exceedingly helpful in assisting us on various followup issues.
My brother-in-law (retired attorney) who worked with Marc on some of these issues was very impressed with Marc's knowledge and his manner in dealing with the bereaved family.
Can't say enough good things about Marc.