Marc J. Soss, Esquire

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)
Veteran of Operations Enduring & Iraqi Freedom

ACTIVITIES:

Real Property, Probate & Trust Law Section, Florida Bar
Elder Law Section, Florida Bar
Lakewood Ranch Business Alliance
Lakewood Ranch Soccer Club

Legal Aid of Manasota

Sarasota-Manatee Navy League (Judge Advocate (2006-2018)

Habitat for Humanity (Sarasota Home Build)

Brian Bill Foundation

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)

Thorns of Deception

(Business Observer)

Social Security Do-Over

(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?

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.