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Experience 

Jeffrey Gad focuses his practice on representing individuals emphasizing a broad range of probate, business and taxation related issues. 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 the use of family limited partnerships in estate planning.

Jeffrey has been recognized for his professional accomplishments in several publications, including The Best Lawyers® in America for Trusts and Estates and Tax Law (2013 – 2020), Florida Trend’s Legal Elite (2015 – 2020) and by Super Lawyers (2021).

Representative Experience 

  • Litigation support in probate and trust litigation matters and in cases involving homestead disputes
  • Asset protection and business planning, including the use limited partnerships and limited liability companies (LLCs), and the various exemptions available under Florida law, including homestead and tenancy by the entireties
  • Planning for the future of closely held businesses, including buy-sell agreements, liquidity needs, transfer tax consequences of various alternatives, and structuring of purchases and sales of such entities consistent with family financial planning for the future
  • Representation of taxable and non-taxable estates and trusts, including tax questions, will and trust interpretations and court filings
  • Work with clients on post-mortem planning, including trust reformations, disclaimers, as well as the preparation of federal estate tax returns

Distinctions & Memberships 

  • The Best Lawyers in America®, Since 2013, Listed in Florida for Trusts and Estates and Tax Law
  • Florida Trend’s Florida Legal Elite, Since 2015, Listed for Wills, Trusts & Estates Law
  • The Florida Bar, Tax and Real Property and Probate Sections, Member
  • Hillsborough County Bar Association, Real Property and Probate Division, Member
  • Congregation Kol Ami, Vice President and Member of Board of Trustees
  • Jewish National Fund of Tampa Bay, Past Board Member
  • JCRC of Tampa Bay, Past Committee Member
  • Hillsborough Education Foundation, Past School Enrichment Committee Member
  • Super Lawyers, Since 2021

Education

  • LL.M., New York University School of Law, 2000; Taxation
  • J.D., Nova Southeastern University, Shepard Broad Law Center, 1999; magna cum laude
  • B.S.B.A., University of Florida, 1994
  • Participated as lecturer in Stetson’s Virtual 2020 National Conference on Special Needs Planning and Special Needs Trusts on Tuesday, October 13, 2020 on the topic of “Omnibus Grantor Trust Rules”
  • “The IRS and Audits of Estate & Gift Tax Returns” presentation at the 2019 National Conference on Special Needs Planning and Special Needs Trusts, October 16, 2019
  • Professional Education Broadcast Network, Teleseminar, Co-Moderator, “Health Care Issues in Estate Planning,” January 11, 2018
  • Professional Education Broadcast Network, Teleseminar, Co-Moderator, “Estate Planning for Liquidity,” September 29, 2016
  • Diversity LGBT Chamber of Commerce Meeting, Speaker, “The U.S. Supreme Court Ruling On Same Sex Marriage: Planning Techniques for Your Clients and Future Challenges,” September 13, 2016
  • Professional Education Broadcast Network, Live Teleseminar, Speaker, “Drafting Trusts for the Long Term,” April 1, 2016
  • Professional Education Broadcast Network, Live Teleseminar, Co-Moderator, “Estate Planning for ‘Portability,'” January 21, 2016
  • Professional Education Broadcast Network, Webinar, Speaker, “Drafting Trust Distribution Clauses: Health, Education & Maintenance and More,” December 2, 2015
  • Professional Education Broadcast Network, Webinar, Speaker, “The Role of Trust Protectors & Trust Advisers in Estate Planning,” November 17, 2015
  • LISI Estate Planning Newsletter, #2301, Co-Author, “Mikel v. Commissioner: Another Crummey Result for the IRS,” April 14, 2015
  • Sarasota County Bar Association, Business Law Section, Speaker, “Planning Techniques Using Disregarded Entities” February 5, 2015
  • The Florida Bar Tax Section, New Tax Lawyers Committee, Speaker, “The ‘DisreGaded’ Entity: How to form a Florida Entity That is Disregarded for Federal Tax Purposes, While Retaining Charging Order Protections” November 6, 2014
  • Professional Education Broadcast Network, Co-Presenter, “Role of ‘Trust Protectors’ in Trust Planning,” May 15, 2014
  • Hillsborough County Bar Association, Speaker, “New Durable Power of Attorney Act,” September 2011
  • Hillsborough County Bar Association, Speaker, “Elder Law and Client Capacity CLE,” December 2009
  • The Florida Bar Tax Section, S-Corporations Update Seminar, Speaker, “Ullman Year in Review” “The IRS and Civil Tax Penalties: Where is the Love?,” May 2009
  • “Hold the Pina Coladas: IRS Targets Abusive Tax Arrangements Involving the Virgin Islands” “Owners of LLCs Beware: Your Ass(ets) May No Longer be Protected!”

News

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