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Marc J. Soss
Marc J. Soss, Esquire Estate Planning - Business - Probate Law
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Biography
For the past four (4) decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, and Probate Avoidance. I have also represented Florida corporate entities, shareholders, LLC members, and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes.
My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of individuals who need to have incapacity determined and a guardianship established.
I am a nationally published author and it would be my pleasure to assist you with your legal matter.
Practice Areas
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Elder Law
Additional Practice Areas
- Guardianship Law
- Probate Administration and Litigation
Fees
- Free Consultation
Jurisdictions Admitted to Practice
- Connecticut
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- Florida
- The Florida Bar
- ID Number: 0937045
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- Rhode Island
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Languages
- English: Spoken, Written
Professional Experience
- Managing Attorney
- Marc J. Soss, Esquire
- - Current
- Estate Planning, Probate and Business legal services
- Supply Corps Officer
- U.S. Navy Reserve
- -
- ETT - Afghanistan FY06 Kuwait Naval Base FY03
Education
- U.S. Navy Supply Corps School
- (1999) Logistics, Materials, and Supply Chain Management Grade O-1
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- University of Miami School of Law
- LL.M. (1992) | Taxation
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- Cumberland School of Law, Samford University
- J.D. (1991) | Law
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- Tulane University
- B.A. (1988) | Economics
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Awards
- Outstanding Contributions Award
- Rhode Island Bar Association
- The Writing Award Committee also recognized Marc J. Soss, Esq., with an Outstanding Contributor Award based on his consistent and significant article submissions on important developments in the law. Attorney Soss has contributed thirteen articles to the Bar Journal in the past ten years, eight of which were submitted in the last five years.
- National Award of Merit
- Association of the US Navy
- Pro-Bono Award
- Collier County Legal Aid
- Morale and Welfare Award
- SemperComm Foundation
- Clayton B. Burton Award of Excellence
- Florida Bar Military Affairs Committee
- for the “Demonstration of Character and Leadership in Promoting Legal Services to Military Personnel Serving in Florida"
Professional Associations
- Military Officers Association
- Member
- Current
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- United States Association of Veterans in Business
- Supporting Member
- Current
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- Reserve Officers Association
- Member
- - Current
- Activities: FL - Judge Advocate General 2005 - 2009
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- Association of the US Navy
- Member
- - Current
- Activities: National VP (2003 - 2015)
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- Navy League (SRQ / Manatee)
- Member
- - Current
- Activities: Judge Advocate General 2004 - 2018
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- Sarasota County Bar Association
- Member
- - Current
- Activities: Estate Planning, Probate and Guardianship Law Sections
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- Rhode Island State Bar
- Member
- - Current
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- Florida Bar Association
- Member
- - Current
- Activities: Real Property, Probate & Trust Law; & Elder Law Sections; Abuse, Neglect & Exploitation Committee
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- Connecticut Bar
- Member
- - Current
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Publications
Articles & Publications
- U.S. Supreme Court Finds North Carolina’s Taxation of a Beneficiaries Undistributed Share of a Trust to Violate the Due Process Clause
- Rhode Island Bar
- Your Computer May Be Evidence in a Will Contest Case
- Leimberg
- The U.S. Supreme Court Rules on Divorce and Military Disability Benefits
- Rhode Island Bar Journal
Speaking Engagements
- Florida Sales Tax
- Lorman Sales Tax Seminar
- 2005
- Guardianship Law
- Guardianship Training Program
- 2006
- Estate Planning and Probate
- Florida Institute of Certified Public Accountants
- 2008
- Probate and Pumpernickel
- Digital Assets
- 2017
Websites & Blogs
- Website
- Marc J. Soss, Esq. Website
- Website
- Marc Soss' Website Profile
- Blog
- FLORIDA ESTATE PLANNING AND PROBATE LAW BLOG
- 2022 FEDERAL ESTATE AND GIFT TAX EXEMPTION AMOUNTS
January 25, 2022 - OFFICE CLOSED BETWEEN DEC. 24,2021 - JANUARY 24, 2022
December 13, 2021 - HOUSE WAYS AND MEANS COMMITTEE TAX PROPOSAL
October 7, 2021
Legal Answers
13 Questions Answered
- Q. My father passed, leaving my mother. How to transfer title of car to her? No estate/probate, car only asset
- A: In many cases, if the decedent's Last Will left everything to his/her surviving spouse, the DMV will transfer the title to them upon receiving a copy of the Will. The auto is an exempt asset so no creditor claims would attach to it. Try that route and see if they oblige.
- Q. Good morning. I have a question about adding a child to a will. My mother-in-law is 69 yrs old and creating a will.
- A: None of what is being requested is needed by the attorney drafting her estate planning documents. The only information he/she may require is the age of the child.
- Q. Will a Quit Claim deed from mother to son avoid probate upon her death?
- A: A properly prepared and recorded quit-claim deed will pass title to the property from one party to another. If done during her lifetime, she will lose her homestead and/or widow exemption, if applicable. Based upon the value of the property, if in excess of $16,000, you will need to report the gift to the IRS (no taxes will be owed).
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