
Marc J. Soss
Marc J. Soss, EsquireFor the past three decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, Probate Avoidance, and Guardianship Administration and Litigation proceedings. I have also represented Florida corporate entities, shareholders, LLC members and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes. My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of individuals who need to have incapacity determined and a guardianship established.
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Elder Law
- Guardianship Law
- Probate Administration and Litigation
- Free Consultation
- Connecticut
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- Florida
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- Rhode Island
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- English
- Managing Attorney
- Marc J. Soss, Esquire
- - Current
- Estate Planning, Probate and Business law
- Supply Corps Officer
- U.S. Navy Reserve
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- ETT - Afghanistan FY06 Kuwait Naval Base FY03
- Of Counsel
- Akerman Senterfitt
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- Senior Associate
- Becker & Poliakoff
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- U.S. Navy Supply Corps School
- (1999) Logistics, Materials, and Supply Chain Management Grade O-1
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- University of Miami School of Law
- LL.M. (1992) | Taxation
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- Cumberland School of Law, Samford University
- J.D. (1991) | Law
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- Tulane University
- B.A. (1988) | Economics
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- National Award of Merit
- Association of the US Navy
- Pro-Bono Award
- Collier County Legal Aid
- Morale and Welfare Award
- SemperComm Foundation
- Clayton B. Burton Award of Excellence
- Florida Bar Military Affairs Committee
- for the “Demonstration of Character and Leadership in Promoting Legal Services to Military Personnel Serving in Florida"
- Literary Award
- Naval Reserve Association
- Military Officers Association
- Member
- Current
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- United States Association of Veterans in Business
- Supporting Member
- Current
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- Reserve Officers Association
- Member
- - Current
- Activities: FL - Judge Advocate General 2005 - 2009
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- Association of the US Navy
- Member
- - Current
- Activities: National VP (2003 - 2015)
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- Navy League (SRQ / Manatee)
- Member
- - Current
- Activities: Judge Advocate General 2004 - 2018
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- U.S. Supreme Court Finds North Carolina’s Taxation of a Beneficiaries Undistributed Share of a Trust to Violate the Due Process Clause
- Rhode Island Bar
- Your Computer May Be Evidence in a Will Contest Case
- Leimberg
- The U.S. Supreme Court Rules on Divorce and Military Disability Benefits
- Rhode Island Bar Journal
- Florida Sales Tax
- Lorman Sales Tax Seminar
- 2005
- Guardianship Law
- Guardianship Training Program
- 2006
- Estate Planning and Probate
- Florida Institute of Certified Public Accountants
- 2008
- Probate and Pumpernickel
- Digital Assets
- 2017
- Website
- Marc J. Soss, Esq. Website
- Website
- Marc Soss' Website Profile
- Blog
- FLORIDA ESTATE PLANNING AND PROBATE LAW BLOG
- THE COST OF LONG-TERM CARE IN 2020
5 March 2021 - 2021 Tax Information
3 March 2021 - 2019 INCREASE IN CHARITABLE GIVING
28 July 2020
- Q. I live in Florida, I have a will, do I still need an Enhanced Life Estate Deed to help beneficiaries avoid proabate?
- A: A deed of that nature would allow you to avoid the administration, through probate, of the property at your death. Some attorneys utilize them while others do not. Please consult with an estate planning attorney when making a decision to utilize a deed of this nature.
- Q. How can my Mother-In-Law access her deceased sons bank account?
- A: Under Florida probate law, the matter could be handled in one of three (3) methods. If the value of the bank account is less than or equal to the funeral bill it can be handled through the simplest method. However, a court order will be required for the bank to release the account funds. You can handle this type of probate proceeding without the use of an attorney, however, there will be a filing fee with the county.
- Q. If a will reads that proceeds initially go to surviving spouse (in Florida) and then, upon death of surviving spouse,
- A: To answer your question I need to make several assumptions (never a good thing), however, assuming the surviving spouse inherits the probate assets without any restrictions, they are free to dispose of them during their lifetime as they choose. That can include distributing them to just one individual. In contrast, if the inheritance has restrictions, such as only a life estate or income interest, they are not free to distribute all the assets to just one of the beneficiaries.