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
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?
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.
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
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
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