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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

  • Recognized as a Legal Elite ‘Up and Comer’ Tax Attorney by Florida Trend Magazine, 2017
  • 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

Publications

  • Florida’s Water Crises: Can We Afford The Solutions? (Part III), co-authored with Michael Minton and Brad Gould, published in The Florida Bar Tax Section Bulletin, Vol. XXXIV, No. 1, Spring 2017
  • Ms. Apfelbaum co-authored with Brad Gould the chapter titled, Tax Considerations in Eminent Domain Proceedings, as part of the treatise “Florida Eminent Domain Practice and Procedure”, 10th Edition, published by The Florida Bar and distributed by LexisNexis.
  • The State of Same-Sex Marriage in Florida, co-authored with Brad Gould, Law360, October 2014
  • Estate-planning Issues for Same-sex Couples, co-authored with Brad Gould, Florida CPA Today, September/October, 2014 issue
  • Federal Tax Issues Affect Same-Sex Couples, co-authored with Brad Gould, Florida CPA Today, May/June 2014 issue
  • New Reporting Requirements for Foreign Financial Assets, co-authored with Brad Gould, Dean Mead Newsletter, November, 2010

Blog Articles