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Dana Michelle Apfelbaum
About Dana
Biography
I practice in the Treasure Coast (Port. St. Lucie, Stuart, Palm City, Vero Beach, Fort Pierce, and Okeechobee) in the areas of federal income, estate, and gift tax law, business law, and estate planning. I represent individuals and businesses with regard to their personal estate planning and business planning needs, with a focus on asset protection planning and personalized service. I also represent personal representatives, trustees, and beneficiaries through all stages of probate, estate and trust administration.
Practice Areas
5
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Florida for 16 years
State: Florida
Acquired: 2009
No misconduct found
Location
Dean, Mead, Minton & Zwemer
1903 S 25th St Ste 200, Fort Pierce, FL, 34947-4740
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Dana Michelle Apfelbaum's Lawyer Endorsements
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"Dana Apfelbaum is highly intelligent and gives well informed advice especially in the areas of estate planning and tax. If you want the right answers to your legal questions, Dana is the right person to talk to!"
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Experience
Work Experience
2010 - Present
Associate, Dean Mead
Associations
2017 - Present
Port St. Lucie Business WomenBylaws Chair
2016 - Present
Justice Major B. Harding American Inn of CourtMember
2015 - Present
Florida Bar, Tax SectionNew Tax Lawyers Committee Co-Chair
2014 - Present
Port St. Lucie Business WomenMember
2009 - Present
Florida BarMember
2009 - Present
Florida Bar, Real Property, Probate and Trust Law SectionMember
2009 - Present
Florida Bar, Tax SectionMember
2011 - 2014
St. Lucie County Bar AssociationYoung Lawyers Division Chair
2007 - 2009
Florida Law ReviewMember
Education
2010
University of Florida, Fredric G. Levin College of Law
LL.M - Master of Laws
2009
University of Florida, Fredric G. Levin College of Law
Doctor of Jurisprudence/Juris Doctor
Speaking Engagements
2016
Florida State University Accounting Conference
Recent Developments in Federal Income Taxation
2015
Florida Bar, Tax Section - Organizational Meeting
Estate, Gift, and Generation-Skipping Transfer Tax Update
2015
Florida Agriculture Financial Management Conference
Tax and Succession Planning for Agricultural Businesses
2011
Florida Bar, Tax Section - Organizational Meeting
Estate, Gift, and Generation-Skipping Transfer Tax Update
Publications
2017
Florida Bar Tax Section Bulletin
Florida's Water Crises: Can We Afford the Solutions (Part II)
2016
Florida Bar Tax Section Bulletin
Florida's Water Crises: Can We Afford the Solutions (Part I)
2014
Florida CPA Today
Federal Tax Issues for Same Sex Couples
2014
Florida CPA Today
Estate Planning for Same Sex Couples
Languages
English