Stuart is a well respected attorney known for his commitment to clients and for creative solutions. He has practiced in Florida for over 30 years. His practice focuses on estate, trusts, probate, trust administration, charitable planning, and estate, gift and income tax planning.
Stuart understands that the each client's needs and family situations are unique, whether there are a simple or quite complex set of facts. For example, he understands that planning estates for: second marriages with children from different relationships; and special needs children or grandchildren who require extra attention and sensitivity. He can also help create and implement vehicles for family foundations for philanthropic purposes such as charitable trusts or foundations. Stuart has extensive knowledge in developing unique options to meet a client's specific circumstances. He is also a Circuit Court Mediator certified by the Florida Supreme Court.
Stuart has been appointed by the Probate Court to serve as an independent fiduciary in disputed probate, guardianship, and trust matters. Whether serving as a curator, guardian, trustee, or Personal Representative, Stuart fulfills his fiduciary duties in the best interest of the estate in an impartial manner.
Stuart has received an AV Peer Review Rating, the highest level of professional excellence in the Martindale-Hubbell system, and has been made a Super Lawyer by Florida Super Lawyers magazine.
-LLM. in Taxation, University of Miami, Miami, Florida 1994
-J.D., University of Toledo College of Law, Toledo, Ohio, 1982
-B.A. University of Indiana, Bloomington, Indiana, 1979.
-Licensed to practice in Florida, the U.S. District Court for the Southern District of Florida and the U.S. Tax Court.
Community Honors and Awards:
-Jurisprudence Award by the Anti-Defamation League (ADL), South Palm Beach County.
-Honored by JAFCO (Jewish Adoption and Foster Care Options) along with his wife Gayle, 2004
Stuart has published articles in such periodicals as the American Bar Association, Tax Section Newsletter and Leimberg Information Services. He has lectured and written course materials for the Florida Bar and Continuing Legal Education seminars and the South Florida AICPA, including ethical issues for estate planners and elder care lawyers.
-Greater Boca Raton Estate Planning Council, Member and former President (2005-2006)
-Boca Raton Tax Institute, former President (2009-2010)
Community and Charity Involvement:
-Anti-Defamation League, Member of Profession Advisory Committee
-JAFCO Foundation, Board Member, current Vice President, and Chair of Planned Giving Committee since 2005.
-Morikami Museum, Planned Giving Committee Member
-Boca Raton Regional Hospital, Professional Advisory Committee