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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Check out this 5 star Google My Business review. See the review on Google My Business by clicking the link below.

Estate Planning and Wealth Transfer Topics on the Horizon:
Reduction to the exemption for estate, gift and Generation Skipping Transfer Tax (GST). Without new legislation, the current exemption is $11.7 million (or $23.4 million per couple) for estate and gift taxes and is set to expire on Decemb...

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The cost of long-term care is a concern for all Florida seniors. The annual cost continues to rise and makes it untenable for most to afford it. It is estimated that an individual turning age 65 has a seventy (70%) percent chance of needing long-term care at some point. The most expensive state f...

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Check out this 5 star Google My Business review
Consulted Marc Soss and found him very helpful and considerate. He is an honest and very capable attorney.

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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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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4 months ago
Marc was very competent and knowledgeable. He was able to assist me through a series of complex legal questions. Highly recommended.
- Joe S
10 months ago
Marc is a very knowledgeable, personable attorney who was very easy to work with. We had to redo our estate documents. Marc provided great advice and best practices, making this a painless but well informed process. His fee was fair and eliminated the "nickel dime" approach. We would highly recommend engaging Marc for his legal expertise.
- Randy K
a year 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
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
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