Todd Kaplan Email and Phone Number
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My law practice is "tax-based"; primarily practicing in the firm's Trusts and Estates, Taxation and Corporate/Business practice groups. Wills, Trusts and Estates: I work closely with my clients to provide a full range of estate planning services ranging from the preparation of basic foundational documentation designed to protect clients and their families (simple wills, omplex wills, revocable trusts, living wills, health care surrogates and durable powers of attorney) to the utilization of advanced legal techniques which help clients take full advantage of tax benefits (life insurance trusts, dynasty trusts, family limited partnerships, irrevocable trusts, qualified personal residence trusts, minors' trusts, and charitable trusts). After the death of a loved one, I routinely represent the designated fiduciary and provide post mortem advice to trustees, personal representatives and beneficiaries in trust and estate administration matters, both domiciliary and ancillary. Related activities for estates regularly include the preparation of estate tax returns, when necessary. Corporate/Business Law: My practice also consists of works in the firm’s tax and corporate practice groups in developing plans that address the client’s family and business objectives. Many of my clients own businesses that often consist of one of their most valuable assets. Therefore, a comprehensive estate plan typically incorporates an effective business plan. As part of my business practice, I regularly advise clients in connection with the creation of corporations (regular, not-for profit, and S corporations), partnerships and limited liability companies. Further, my representation of business entities include sales and purchases of businesses, choice of entity, company formation, operations, conduct of corporate meetings, succession planning, dissolutions, employment and non-compete agreements.
Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A.
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- icardmerrrill.com
- Employees:
- 88
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ShareholderIcard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A. Sep 2006 - PresentLakewood Ranch, Florida, United StatesI have a diverse background in corporate and business law, mergers and acquisitions, and estate planning and wealth preservation. Holding a Master of Laws in Taxation (LL.M.) degree equips me with a comprehensive understanding of tax law that I utilize to help clients navigate complex legal issues.My experience in corporate and business law encompasses the representation of businesses in all phases of the business life cycle, including entity selection, formation, corporate governance, mergers, acquisitions, reorganizations, and succession planning. I routinely draft and negotiate a wide range of commercial contracts, including stock and LLC membership purchase agreements, asset purchase agreements, operating agreements, shareholder agreements, consulting agreements and governance documents.My work in the M&A space has earned me a reputation as a skilled and trusted advisor to entrepreneurs and emerging growth companies. I regularly advise clients on all aspects of the M&A process, from due diligence and contract negotiations to post-closing integration.My estate planning practice covers guidance to families with matters ranging from basic estate planning to sophisticated strategies for lifetime asset transfers, including grantor retained annuity trusts (GRATs), family limited partnerships, intentionally defective grantor trusts, income tax advantaged grantor trusts, and qualified personal residence trusts (QPRTs).My proficiency in business law, tax and estate planning collectively prove a valuable resource for my clients.
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Vice PresidentMiracle League Of Manasota 2008 - Dec 2020One of the Founding Board Members of the Miracle League of Manasota.The Miracle League of Manasota is a 501(c)(3) organization dedicated to providing an opportunity for all children to play baseball, regardless of their ability. For the 14,000 school-aged children with disabilities in Sarasota and Manatee counties, the Miracle League of Manasota will build a synthetically surfaced baseball field and all the requisite amenities at a site that would serve children from both Counties. For the first time, children challenged by any form of disability will be empowered to enjoy the joys and thrills of baseball regardless of their ability to play. The opening game of the Miracle League of Manasota was held on Saturday, March 17, 2012.
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AttorneyHamrick, Perrey, Quinlan & Smith, Pa Sep 2002 - Aug 2006Bradenton, FloridaWills, Trusts, Estate Planning, Taxation, Probate and Business/Corporate Law
Todd Kaplan Skills
Todd Kaplan Education Details
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Doctor Of Law (J.D.) -
Political Science And Government
Frequently Asked Questions about Todd Kaplan
What company does Todd Kaplan work for?
Todd Kaplan works for Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.a.
What is Todd Kaplan's role at the current company?
Todd Kaplan's current role is Shareholder at Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A..
What is Todd Kaplan's email address?
Todd Kaplan's email address is tk****@****ill.com
What is Todd Kaplan's direct phone number?
Todd Kaplan's direct phone number is +194190*****
What schools did Todd Kaplan attend?
Todd Kaplan attended University Of Florida - Fredric G. Levin College Of Law, Quinnipiac University School Of Law, Siena College.
What skills is Todd Kaplan known for?
Todd Kaplan has skills like Estate Planning, Commercial Litigation, Civil Litigation, Litigation, Legal Research, Legal Writing, Real Estate, Trusts, Courts, Wills, Legal Assistance, Llc.
Who are Todd Kaplan's colleagues?
Todd Kaplan's colleagues are Robert (Tad) Drean, Nicole Price, Mike Cochran, Debbie Richmond, Michael Furen, Patricia Barron, Jeanne Hayden.
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