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Marc J. Soss

Marc J. Soss

Legal services in the areas of Estate Planning, Business & Probate Law
  • Business Law, Estate Planning, Probate ...
  • Connecticut, Florida, Rhode Island
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For the past four (4) decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, and Probate Avoidance. 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.

I am a nationally published author and it would be my pleasure to assist you with your legal matter.

Practice Areas
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 Administration, Probate Litigation, Will Contests
Elder Law
Additional Practice Area
  • Probate Administration and Litigation
  • Free Consultation
Jurisdictions Admitted to Practice
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The Florida Bar
ID Number: 0937045
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Rhode Island
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  • English: Spoken, Written
Professional Experience
Managing Attorney
Marc J. Soss, Esquire
- Current
Estate Planning, Probate and Business legal services
Supply Corps Officer
U.S. Navy Reserve
ETT - Afghanistan FY06 Kuwait Naval Base FY03
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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Outstanding Contributions Award
Rhode Island Bar Association
The Writing Award Committee also recognized Marc J. Soss, Esq., with an Outstanding Contributor Award based on his consistent and significant article submissions on important developments in the law. Attorney Soss has contributed thirteen articles to the Bar Journal in the past ten years, eight of which were submitted in the last five years.
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
Top Lawyers in Florida
The Legal Network
2014, 2015, 2016, 2017
Clients' Choice Award
2017, 2018
Wartime Service Medal
Connecticut Veterans
Professional Associations
Military Officers Association
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United States Association of Veterans in Business
Supporting Member
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Combat Veterans Motorcycle Association
- Current
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Reserve Officers Association
- Current
Activities: FL - Judge Advocate General 2005 - 2009
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Association of the US Navy
- Current
Activities: National VP (2003 - 2015)
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Navy League (SRQ / Manatee)
- Current
Activities: Judge Advocate General 2004 - 2018
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Sarasota County Bar Association
- Current
Activities: Estate Planning, Probate and Guardianship Law Sections
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Rhode Island State Bar
- Current
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Florida Bar Association
- Current
Activities: Real Property, Probate & Trust Law; & Elder Law Sections; Abuse, Neglect & Exploitation Committee
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Connecticut Bar
- Current
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Articles & Publications
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
New IRS Private Letter Ruling Provides for 401(k) Student Loan Repayment
Rhode Island Bar
Your Computer May Be Evidence in a Will Contest Case
The U.S. Supreme Court Rules on Divorce and Military Disability Benefits
Rhode Island Bar Journal
Another IRS Win on Personal Liability against the Administrator of an Estate
Leimberg (LISI)
2009 Federal Tax Return Tips
Association of the United States Navy
Charitable Planning Opportunities in 2009
Naval Reserve Association
Requirements for Execution of Estate Planning Documents in Florida
Leimberg Information Services (LISI)
Speaking Engagements
Florida Sales Tax
Lorman Sales Tax Seminar
Guardianship Law
Guardianship Training Program
Estate Planning and Probate
Florida Institute of Certified Public Accountants
Probate and Pumpernickel
Digital Assets
Supply Corps Officer
US Navy
Websites & Blogs
Marc J. Soss, Esq. Website
Marc Soss' Website Profile
Legal Answers
23 Questions Answered
Q. What do I need to do to make a legal document that in case of death of my husband and myself at same time who inherits
A: You need to create a Last Will and Testament and/or Revocable Trust to accomplish your goal. If you want to ensure that one child is disinherited I highly recommend that you utilize the services of a legal expert and not an online form. In the alternative, you could title your financial accounts as Pay-on-Death directly to the two (2) children and exclude the third child.
Q. Please help. My sister Pat was Executrix for father's estate. She altered the will trying to get more money.
A: Is the proceeding in Florida or New Jersey? You may have a legal basis to Appeal the ruling, if it fits within guidelines. Otherwise, you can Petition for removal based upon the presentation of your evidence. Good luck.
Q. Florida residents IRA protection
A: The location of the institution has no bearing on its protection, what is important is your state of residence. Not many institutions are located or headquartered in Florida.
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Contact & Map
Marc J. Soss, Esq.
2070 Ringling Blvd.
Sarasota, FL 34237
Telephone: (941) 928-0310
Monday: 9 AM - 5 PM (Today)
Tuesday: 9 AM - 5 PM
Wednesday: 9 AM - 5 PM
Thursday: 9 AM - 5 PM
Friday: 9 AM - 5 PM
Saturday: Closed
Sunday: Closed
Notice: By Appointment Only
9040 Towncenter Parkway
Lakewood Ranch, FL 34202
Telephone: (941) 928-0310