EDUCATION:
Tax Law (LL.M.), Univ. of Miami Law School
Juris Doctor (J.D.), Cumberland School of Law
Economics (BA), Tulane University
Supply Corps School (SC), U.S. Navy
AWARDS:
2020 Rhode Island Bar Journal Outstanding Contributor Award
2010 National Award of Merit, AUSN
2009 ProBono Legal Award, Collier County Legal Aid
2007 SemperComm Award
2006 Florida Bar - Clayton B. Burton Award of Excellence
2003 Naval Reserve Assoc. Literary Award
BAR LICENSED:
Connecticut
Rhode Island
Florida
MILITARY SERVICE:
Supply Corps Officer, U.S. Navy Reserve (1998-2019)
Combat Veteran of Operations Enduring & Iraqi Freedom
ABOUT
In the Desert They Call Him the Fixer
Business People - Sarasota Herald
Sailor Honored for Boosting Morale
Florida Bar News - Semper Comm Award
Navy Reservist Receives Award For Boosting His Unit's Morale
ACTIVITIES:
Real Property, Probate & Trust Law Section, Florida Bar
Legal Aid of Manasota
Sarasota-Manatee Navy League (Judge Advocate (2006-2018)
Habitat for Humanity (Sarasota Home Build)
QUOTES IN PUBLICATIONS
Electronic Wills—Are They Valid and Enforceable?
(Estate Planning Review - The JournalAL)
The Best Ways To Save In A Recession
(Forbes Magazine)
When A Housemate Is A Dependent (And A Tax Break)
(Forbes Magazine)
(Business Observer)
(KTS Publications)
Military Spouses Residency Relief Act
(NAEPC Journal of Estate & Tax Planning)
Wills, Trusts and Estates for the D.C. Area
(Google Book)
Employers who offer military differential pay should also offer tips for dealing with the tax rules
You Inherited An IRA. Can Creditors Grab It?
COMMUNITY INVOLVEMENT
Combat Veterans Motorcycle Association
Gulf Coast Football Officials Association
Sigma Chi Alumni Chapter
CLIENT REVIEWS
5 STAR: Marc was extremely professional/knowledgeable in advising/preparing: My will/testament, power of attorney, health care surrogate document, living will and pre-need guardian declaration. A very important document for Florida. I would definitely recommend Marc to my family/friends. Trust him; I did and will use him in the future. This review is from a person who hired this attorney.
5 STAR: I hired Marc after reading reviews on Avvo. I hired him due to high ethical standards described in the reviews. I was not disappointed. Marc finished our postnup in about a week and had no issues editing the initial draft. This review is from a person who hired this attorney.
5 STAR: Mr. Soss is the finest attorney we’ve ever dealt with! My husband is an attorney, and I’m a paralegal, so we’ve dealt with many in our 40 years together. He is articulate, knows the law thoroughly, and gave us expert advice. He prepared legal documents that covered every foreseeable aspect of our concerns. We recommend him to the highest degree! This review is from a person who hired this attorney.
5 STAR: My wife and I recently became Florida residents which was an opportune time to update our estate plan. After researching our options we connected with Marc Soss. We realized quickly that Marc had a breadth and depth of knowledge in all aspects of estate planning. We met with Marc in his office and started the process of clarifying expectations and information gathering. Within two weeks we were presented with a first draft of all the...This review is from a person who hired this attorney.
5 STAR: Marc helped me update my estate documents after moving to Florida. I was extremely impressed with his professionalism, knowledge and efficiency. He sent the prepared documents to me for review within a week. I was very satisfied with his legal fees and would recommend him to anyone looking for an attorney.
MARC HAS HAD ARTICLES PUBLISHED IN THE FOLLOWING PUBLICATIONS:
Leimberg Information Services
(Estate Planning Newsletter)
The Florida Bar
Rhode Island Bar Journal
North Carolina Bar (Elder Law Newsletter)
State Bar Association of North Dakota
The State Bar of Texas
Forbes Magazine
MSN Money
FoxBusiness.com
Reuters.Com
Estate Planning Review - The Journal (CCH)
Institute of Chartered Financial Analysts
Retirement Weekly
Wealth Strategies Journal
Nat. Assoc. of Estate Planners & Council
(Journal of Estate and Tax Planning)
SRQ Magazine
Military.Com
Florida Department of Veteran Affairs
IN THE NEWS:
Sailor Honored for Boosting Morale
Sarasota Herald - Business People
A Civil Dispute Over Guardianship
The Best Legal Planning may not be enough to keep you safe from Guardianship
Elder Guardianship: A Well Oiled Machine
Florida Guardian Charges Big Bucks
Women in Guardianship Series on Edge of Freedom
Linda Bous Hopes Someone Hears Her Voice
Finish Reform of Guardianship Law
Florida Enhances its Debtor Friendley Rep - Forbes Mag
PUBLISHED ARTICLES OF INTEREST
Government Cares About You (COVID-19)
The U.S. Supreme Court Rules on Beneficiary Interests in Trusts
Does Your State’s Statute Really Disinherit an Ex-Spouse?
A Different Interpretation of "Per Stirpes"
2018 Federal Tax Law Changes
The US Supreme Court Rules on Military Benefit and Divorce
2016 - Expiring Social Security Strategies
PTSD Ruling Returns Benefits to Thousands of Veterans
When a Housemate is a Dependent
Military Spouses Residency Relief Act
Beneficiary and fiduciary liability for income, gift and estate taxes
Can your Florida Trust Document Limit a Settlement
Supporting the Troops - Military Differential Pay
New IRS Private Letter Ruling Provides for 401(k) Student Loan Repayment
Tax-free planning opportunity for long-term care expenses
Estate Planning Opportunities For Same-Sex Married Couples After Obergefell
New Department of Veterans Affairs Rules for Needs-Based Benefits
What Rights Does Your Personal Representative Have to Your E-Mail Account
New Issues with Florida Creditor Protected Homestead Property
Taxation of Employer Payments to Reservists and Members of the National Guard
Naming Your Trust as the Beneficiary of Your Retirement Plan ...
Your Charitable Giving Options
Let the Victor Be the Couple's Prenuptial Agreement - LISI
GOVERNMENT CONTRACTING
New DoD Contracts Require Self-Reporting of Workers in China (Feb. 2023)
A firm-fixed-price contractor uses an
unwritten clause (Dec. 2022)
LINKS ON THE INTERNET
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Marc J. Soss, Attorney at Law | (941) 928-0310