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Jeffrey M. Gad
401 East Jackson Street, Suite 3100 Tampa, Florida 33602
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Overview
Jeffrey Gad focuses his practice on representing individuals, with an emphasis on estate planning, probate and trust administration, probate litigation and business planning. His practice integrates the personal and estate tax planning concerns of individuals with tax and business planning for their closely held businesses. As part of his corporate practice, Jeffrey assists businesses with choice-of-entity planning, the formation of business entities, business contracts, such as the preparation, review and negotiation of operating agreements and shareholder agreements. In addition to his corporate practice, Jeffrey has extensive experience in all aspects of probate and trust administration, including the preparation of estate tax returns. Jeffrey is also experienced in probate, trust and guardianship litigation and appeals, including will and trust contests and cases involving capacity, undue influence, determination of beneficiaries, homestead challenges, powers of attorney, spousal elective share, estate claims, breach of fiduciary duty, and tortious interference with inheritance. He also represents clients with IRS audits and investigations and has successfully resolved estate tax audits involving valuation issues raised by use of family limited partnerships in estate planning.
What legal services does this lawyer offer?
Awards
- The Best Lawyers in America©, 2013-2020, Listed in Florida for Trusts and Estates and Tax Law
- Florida Trend’s Legal Elite 2015-2020, Listed for Wills, Trusts & Estates Law
Education
Graduated
University of Florida, BA
Graduated 1994
Contact Details and Office Locations
Office: (813) 225-2500
401 East Jackson Street, Suite 3100
Tampa, Florida 33602
Tampa, Florida 33602
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