MARC J. SOSS, ESQUIRE
ESTATE PLANNING | BUSINESS | PROBATE | ELDER LAW
The Lakewood Ranch Florida law firm of Marc J. Soss is veteran owned and assists clients in the areas of Estate Planning (Wills, Trusts, Power of Attorney, Health Care Surrogate, and Living Wills), Probate Administration (Formal and Summary Administration), Asset Protection Planning and Business & Corporate (establishment of Limited Liability Companies, Corporations, Partnerships). Marc is a nationally published author who has been providing legal service to clients in the Manatee County Florida area (Lakewood Ranch, Bradenton, Ellenton, Parrish, University Park and River Club) since 1998. Marc is also licensed in the states of Connecticut and Rhode Island. Please do not hesitate to contact me for assistance with your matter.
U.S. Navy Supply Corps Officer: 1998-2019 (retired)
Marc has published articles in several bar magazines (Florida, Rhode Island, Texas, etc ..), and other publications, and in 2020 was the recipient of the Rhode Island Bar Journal Outstanding Contributor Award for his consistent and significant article submissions on important developments in the law. Marc has received other National writing awards.
Attorney.Com Top Attorney Award in Estate Planning
(2019 -2022)
Lakewood Ranch Attorney Marc Soss
Florida probate attorney available to assist with the legal administration of both Florida resident and non-resident Formal and Summary probate estates. The litigation of Florida inheritance, estate, and Will disputes.
Determination of the proper business and corporate legal structure and entity (Corporation, LLC, Partnership, etc.) for the operation of your business and asset protection.
Last Will & Testament, Revocable Trusts, Powers of Attorney, Health Care Surrogate, Living Wills & Pre-Need Guardian Designations.
FEDERAL ESTATE TAX EXEMPTION:
For 2025, the Federal Estate Tax Exemption amount will increase to $13.99 million per individual. A couple may now leave a total of $27.98 million without having to pay any federal estate or gift tax.
ANNUAL GIFT TAX EXCLUSION
For 2025, the annual gift tax exclusion increased to $19,000 per individual. Married couples can make joint gifts of $38,000 per recipient.
Assisting clients plan for incapacity and guiding families through the Florida Guardianship administration process and with disputes.
Client Comment: "It has been a pleasure getting to know you and working with you on estate planning cases. I am grateful for introducing you to our firm and our clients. I have grown to admire your professionalism and expertise, and I am certain that they are in competent hands (and this is absolutely critical to me). So, I wanted to let you know that I nominated you as a Five Star Best in Client Satisfaction Wealth Manager. Gulfshore Life Magazine sought my nomination of exceptional attorneys who work with individuals of substantial wealth. And I immediately thought of you! Thank you again for going above and beyond the call of duty. I salute you!
Lakewood Ranch | River Club | River Wilderness | Palm Aire | University Park | Heritage Harbor | Bradenton | Parrish | Panther Ridge | Grey Hawk | Rye Wilderness | Country Meadows | Palmetto | Ellenton.
