Contact

Phone  (772) 464-7700
Fax (772) 464-7877
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Dana M. Apfelbaum

Associate
Office:

Ms. Apfelbaum practices in the areas of federal income, estate, and gift tax law and family business succession planning. She counsels individuals in estate planning, with an emphasis on implementing the client’s objectives, asset protection and minimizing wealth transfer taxes. Ms. Apfelbaum also represents fiduciaries through all stages of probate, estate and trust administration. In addition, she represents businesses and business owners in all types of business and tax matters, including choice of entity, mergers and acquisitions, reorganizations, other general business matters, and succession planning.


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Professional and Civic Activities

  • The Florida Bar
    • Tax Section
      • New Tax Lawyer Division - Co-Director
    • Young Lawyers Division
  • Leadership St. Lucie
  • St. Lucie Bar Association – Member
    • Young Lawyers Division – Past Chair
  • Port St. Lucie Businesswomen’s Association – Member
  • Royal Palms of St. Lucie County – Member

Charitable and Pro Bono Service

  • Early Learning Coalition of St. Lucie County – Vice Chair
  • Parent Academy of St. Lucie County
    • Planning Committee, Chair - Inaugural Lip Sync Battle

Education

  • Master of Laws (LL.M.) in Taxation: University of Florida Levin College of Law, Gainesville, Florida, 2010,
    • Honors: Graduate Assistant for Professor Dennis A. Calfee, 2010
  • Juris Doctor: University of Florida Levin College of Law, Gainesville, Florida, cum laude, 2009
    • Honors: Member, Florida Law Review, Research Assistant to Professor Elizabeth T. Lear
    • Certificate in Trusts and Estates
    • Book Awards in Estate Planning and Income Taxation of Estates and Trusts
  • Undergraduate Degree: University of Florida, cum laude, 2006

Bar Admissions

  • Florida

Recognition & Awards

  • Award received (2011) from St. Lucie County Bar Association for recruiting membership, presiding over meetings and planning a program of activities for the Young Lawyers Division of the Association.

Speaking Engagements

  • Tax and Succession Planning for Regions Bank Private Wealth Management, The Lighthouse Restaurant, Fanning Springs, February 24, 2016
  • Tax and Succession Planning for Agricultural Businesses, Florida Agricultural Financial Management Conference, Omni Orlando Resort at ChampionsGate, Orlando FL, August 27, 2015
  • After the Storm: How Have Recent Tax Changes Affected Estate Planning and Real Estate Investments? Old Historic City Hall, Fort Pierce, FL, May 16, 2013
  • Estate Planning After the American Taxpayer Relief Act of 2012, Wesche Jewelers, Melbourne, FL, April 23, 2013
  • The End of the Perfect Storm of Estate Planning is Nearing (maybe!) – Planning for the Remainder of 2012, Fort Pierce, Florida, November 14, 2012

Blog Articles