Marc J. Soss, Esquire

Personal attention to your legal matters

This lawyer is licensed to practice in Florida and has no record of discipline from the Florida bar association.*

Firm Overview

Estate Planning (Wills, Revocable Trusts, Power of Attorney, Health Care Surrogate, Living Will); Probate (Administration and Litigation); Elder Law (Planning for Incapacity); Guardianship Law; Business Law (Corporations, LLC, Partnerships and Joint Ventures)

Main Office

Main
328 N. Rhodes Avenue
Sarasota FL 34236

Phone

(941) 928-0310

Fax

(888) 814-9869

Websites

Fees

Free Initial Consultation?

Yes, free consultation for 15 minutes.

Office Information

Office Hours

Monday — Friday 9am — 6pm

Emergency After Hours

Other Offices

Marc J. Soss, Esquire
9040 Town Center Parkway
Lakewood Ranch, FL 34202

Estate Planning

Over 22 years of experience assisting clients with the drafting of their estate planning documents (Wills, Revocable Trusts, Powers of Attorney, Health Care Surrogates, Living Wills, Etc.)

No matter the size or complexity of your estate planning needs, I am available to assist you accomplish your objectives.

Probate

Over 22 years experience administering Florida probate estates (Formal, Summary and Ancillary proceedings).

My practice is focused on assisting clients with the administration of probate estate and litigation (Will Contests, Inheritance Disputes, Remove Personal Representative, etc.)

Business

Over 22 years of experience assisting clients with the selection, formation and management of their business entities. I also draft the business contracts many operate under.

I have over 22 years of experience guiding business owners in the multi-stage process of buying or selling a business including: Advising on the structure of the transaction, Negotiation of terms and drafting of the deal memorandum, Advising sellers on legal strategies to address issues raised during the due diligence process, Advising buyers on conducting legal due diligence, Drafting, reviewing and negotiating the extensive documentation involved in a business transaction,such as asset purchase agreements, stock purchase agreements and security agreements.

How frequently does your firm use mediation, arbitration, or collaborative law to resolve cases?

Case resolution is much easier than litigation

Does your firm provide pro bono legal services or otherwise participate in your community?

Yes

What distinguishes your law firm from others?

Personalized attention

What is your firm's point of view regarding clients educating themselves on legal issues?

An educated client is the best type of client

Is your firm willing to review documents prepared by clients?

Yes.

Marc J. Soss

I have practiced law since 1993 in Florida, Connecticut & Rhode Island. My practice is focused on Estate Planning, Probate, Business | Corporate, Asset Protection and Guardianship law.

I currently serve as an Officer in the U.S. Navy Reserve. I am also a published author (Forbes, CNN, Leimberg Information Services (Estate Planning Newsletter), The Florida Bar, MSN Money, FoxBusiness.com, Reuters.Com,Rhode Island Bar Journal, North Carolina Bar (Elder Law Newsletter), etc...

License

Bar Number: Florida Bar
Florida , 1992
Bar Number: Connecticut Bar
Connecticut , 1992
Bar Number: Rhode Island Bar
Rhode Island , 1993

Education

Tulane University
BA , 1988
New Orleans, LA
Cumberland School of Law
Juris Doctor , 1991
Birmingham, AL
U of Miami Graduate Tax Law Program
LL.M. in Tax Law , 1993
Coral Gables, FL

* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.

Articles Written

Beneficiary and Fiduciary Liability for Income, Gift and Estate Taxes

Created On: 10/28/2009

It can be either a blessing or a curse to be appointed as the Personal Representative of an estate or Trustee of a trust (collectively a “Fiduciary”). One of the most over looked aspects of the job...

Roth IRA Conversion: Opportunities for 2010 and Beyond

Created On: 10/26/2009

January 1, 2010 opens a new window of opportunity for taxpayers to convert an existing Individual Retirement Account (IRA) to a Roth IRA. The conversion can be made without regard to the taxpayer’s annual income or marital...

The Bicycle Commuter Act

Created On: 10/07/2009

Beginning Jan. 1, 2009, bicycling commuters became eligible for employer reimbursement of workplace transportation costs. Under the “Bicycle Commuter Act” cyclists are provided tax-free fringe benefit status, similar to workers who receive qualified transportation benefits, for utilizing public transit...

Beneficiary and Fiduciary Liability: Part Three

Created On: 08/31/2009

Every estate and trust beneficiary (heir, legatee, and devisee) must be appraised of their potential for personal liability for unpaid estate taxes under...

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