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About Dana M. Apfelbaum
Dana Apfelbaum helps clients create estate and business plans to meet their tax and non-tax goals. This includes the preparation of wills, trusts, powers of attorney, health care documents, and business and investment entities and continued advice.
Dana 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. She also represents fiduciaries through all stages of probate, estate and trust administration. In addition, she is Board Certified by the Florida Bar as an expert in the area of Wills, Trusts and Estates.
Represented the retiring owners of a business, in which she assisted in the sale, in connection with their post-retirement estate planning needs, including creation of wills, trusts, and other gifting vehicles.
Represented a client moving from the northeast in establishing Florida residency, moving his plan to Florida, and creating a flexible, inter-state plan.
Key Legal Services
- The Florida Bar: Tax Section CLE Event, "Estate and Tax Planning With Closely Held Businesses," Chair
- The Florida Bar: Tax Section: Secretary, New Tax Lawyer Division - Co-Director, Marketing, and Membership co-chair for 3 years
- Indian River Council: Member
- 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
- Board Certified in Wills, Trusts and Estates by The Florida Bar Board of Legal Specialization
- Recognized as a Rising Star in Estate Planning & Probate by Super Lawyers, 2018-2019
- 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.
- Sweeping Changes You Need to Know: Impact of The Tax Cuts and Jobs Act on Estate Planning, Dean Mead Tax Symposium, Fort Pierce, Florida, February 22, 2018
- Trust and Estate Accountings, Stuart, Florida, November 7, 2017
- 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 Post, Sunders Ralston Dantzler, "Sunlight In Your Pocket: Solar Energy Tax Incentives," October 23, 2023 (Blog Post)
- "Sunlight In Your Pocket: Solar Energy Tax Incentives," October 10, 2023 (Article)
- 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”, 11th Edition, published by The Florida Bar and distributed by LexisNexis.
- 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
- 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
- Early Learning Coalition of St. Lucie County – Former Vice Chair
- Parent Academy of St. Lucie County - Former Planning Committee
- United Way of St. Lucie County - Former Board of Directors
Let's Work Together
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