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Marc J. Soss
Legal services in the areas of Estate Planning, Business & Probate Law
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Biography
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
- Probate Administration, Probate Litigation, Will Contests
- Elder Law
Additional Practice Area
- Probate Administration and Litigation
Fees
- Free Consultation
Jurisdictions Admitted to Practice
- Connecticut
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- Florida
- The Florida Bar
- ID Number: 0937045
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- Rhode Island
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Languages
- 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
Education
- 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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Awards
- 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"
Professional Associations
- Military Officers Association
- Member
- Current
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- United States Association of Veterans in Business
- Supporting Member
- Current
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- Combat Veterans Motorcycle Association
- 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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- Sarasota County Bar Association
- Member
- - Current
- Activities: Estate Planning, Probate and Guardianship Law Sections
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- Rhode Island State Bar
- Member
- - Current
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- Florida Bar Association
- Member
- - Current
- Activities: Real Property, Probate & Trust Law; & Elder Law Sections; Abuse, Neglect & Exploitation Committee
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- Connecticut Bar
- Member
- - Current
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Publications
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
- 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
Speaking Engagements
- 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
Certifications
- Supply Corps Officer
- US Navy
Legal Answers
22 Questions Answered
- 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.
- Q. Is it illegal for Benefits/insurance company to give out policy information and account balances to non beneficiaries?
- A: Absolutely yes. If you are the sole beneficiary, the information can only be given to you.
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