Marc J. Soss, Esquire Estate Planning, Business & Corporate & Probate Attorney

2070 Ringling Blvd., Sarasota, Florida 34237
Opening at 9:00 AM
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Updates

Estate Planning Adjustments for Tax Year 2020
With 2020 quickly approaching it is important to be aware of the changes you can expect. For tax year 2020, taxpayers will see their Federal Exclusion amount (and GST Exemption amount) increase to $11,580,000, from $11,400,000 (an $180,000 increase)....

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The Internal Revenue Service has announced the inflation adjustments for the estate and gift tax exclusion, the generation-skipping transfer tax exemption, the gift tax exclusion, and other estate planning rates for 2020.

- The federal estate and gift tax exclusion amounts will increase from $11...

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Check out this 5 star Google My Business review by Lori:
I called regarding a matter with my parents and Marc was very helpful.
See the review on Google

Prior to the Tax Cuts & Jobs Act of 2017</a> ("ACT"), a divorced spouse could deduct any alimony payments made to his former spouse. The former spouse had to claim the alimony received as income. The ACT eliminated this tax deduction effective January 1, 2019. The implementation of this change r...

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CONNECTICUT IS THE LAST STATE WITH A GIFT TAX
Currently, the State of Connecticut holds the distinction of being the only state that imposes a gift tax. While the legislation was again proposed, which included a repeal of the Connecticut gift tax retroactive to January 1, 2019, and would have lim...

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US SUPREME COURT RULES ON NORTH CAROLINA TAX ON TRUST BENEFICIARY
On June 21, 2019, the U.S. Supreme Court addressed the case of North Carolina Department of Revenue v. Kimberly Rice Kaestner 1992 Family Trust. The Court, in a unanimous decision, found that the State of North Carolina may not tax...

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5 star Yelp review.: Marc Soss is a principled, knowledgeable attorney who knows his business who is going to tell it to you straight, offer excellent...

5 star Google My Business review. We recommend attorney Marc Soss as an excellent lawyer and litigator in trust and estate law in the Southwest Florida area

DO I REALLY NEED A WILL?
This is a question asked too often. Individuals that die without a Last Will and Testament (“Will”) fail to grasp how the Florida Probate process will control who administers their estate, the beneficiaries and the shares they will receive.

Personal Representative | Admi...

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Testimonials

a month ago
Great job. Very reasonable pricing and great service for all our will and trust documents. Marc turned it all around quickly after my wife and I met him for a comprehensive review of our needs. He gave us options that were helpful, then we finalized everything quickly. I don't think this process should be complicated or expensive and Marc keeps it reasonably priced and simple. I'd refer him to any of my friends or family.
- David E
4 months ago
Marc was helpful, informative, and provided timely responses. We appreciated his positive attitude, exceptional knowledge of the law, and his ability to interpret and plainly explain It to us while reassuring us through the process.
- Jenni K
2 months ago
I called regarding a matter with my parents and Marc was very helpful.
- Lori F
For the past three (3) decades I have been providing legal services to individuals in the areas of Estate Planning, Probate & Trust Administration and Litigation, Probate Avoidance, and Guardianship 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. 

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  • (941) 928-0310

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2070 Ringling Blvd
Sarasota, FL 34237
United States

Business Hours

Mon:9:00 AM – 5:00 PM
Tue:9:00 AM – 5:00 PM
Wed:9:00 AM – 5:00 PM
Thu:9:00 AM – 5:00 PM
Fri:9:00 AM – 5:00 PM
Sat:Closed
Sun:Closed
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