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Marc J. Soss

Marc J. Soss

Legal services in the areas of Estate Planning, Business & Probate Law
  • Business Law, Estate Planning, Probate ...
  • Connecticut, Florida, Rhode Island
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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 Area
  • 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"
Literary Award
Naval Reserve Association
Top Lawyers in Florida
The Legal Network
2014, 2015, 2016, 2017
Clients' Choice Award
Avvo
2017, 2018
Wartime Service Medal
Connecticut Veterans
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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Combat Veterans Motorcycle Association
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
New IRS Private Letter Ruling Provides for 401(k) Student Loan Repayment
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
Another IRS Win on Personal Liability against the Administrator of an Estate
Leimberg (LISI)
2009 Federal Tax Return Tips
Association of the United States Navy
Charitable Planning Opportunities in 2009
Naval Reserve Association
Requirements for Execution of Estate Planning Documents in Florida
Leimberg Information Services (LISI)
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
Certifications
Supply Corps Officer
US Navy
Websites & Blogs
Website
Marc J. Soss, Esq. Website
Website
Marc Soss' Website Profile
Blog
FLORIDA ESTATE PLANNING AND PROBATE LAW BLOG
Legal Answers
26 Questions Answered
Q. How to address a will and trust made by a family member that used her parents to remove her other children?
A: You need to engage an attorney and change the document. If you believe your Mother was unduly influenced that is a legal basis to challenge the document. Unfortunately, what you are experiencing is not uncommon today.
Q. i added my son to my home deed about 10 years ago
A: You will need to have him sign a new deed that removes him from the title to the property.
Q. Am PR for my late father’s estate for almost 3 yrs now. Difficulties working with estate attorney. Options?
A: As the Personal Representative you are free to engage any attorney you desire to assist you with the probate process. I would express my concerns first to your current and then, if necessary, you can hire a replacement attorney. You must have an attorney assist you through this legal process.
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Contact & Map
Marc J. Soss, Esq.
2070 Ringling Blvd.
Sarasota, FL 34237
US
Telephone: (941) 928-0310
Monday: 9 AM - 5 PM (Today)
Tuesday: 9 AM - 5 PM
Wednesday: 9 AM - 5 PM
Thursday: 9 AM - 5 PM
Friday: 9 AM - 5 PM
Saturday: Closed
Sunday: Closed
Notice: By Appointment Only
9040 Towncenter Parkway
Lakewood Ranch, FL 34202
US
Telephone: (941) 928-0310