Show Original

Contact

Phone  (321) 259-8900
Fax (321) 254-4479
Email Me
V-card
Download as PDF

Robert J. Naberhaus III

Shareholder
Office:


Mr. Naberhaus is a Shareholder in the Viera office and his practice consists mostly of estate planning, transfer tax planning, estate and trust administration and asset protection planning. He is certified by the Florida Bar as an expert in the area of Wills, Trusts and Estates, and has extensive experience working with high net worth individuals. He also practices in the areas of business succession planning, charitable planning, guardianship and probate and trust litigation.


[ show / hide all ]

Professional and Civic Activities

  • Real Property Probate and Trust Law (“RPPTL”) Section of The Florida Bar – Member since April, 2001
  • Indian River County Estate Planning Council - Past President
  • Martin County Estate Planning Council - Past President
  • Planned Giving Council of Indian River
  • Viera Charter Schools, Inc. – Board Member
  • Brevard County Estate Planning Council - President

Charitable and Pro Bono Service

  • Junior Achievement of the Space Coast - Board Member
    • Chair of the Planned Giving Committee
  • Visiting Nurse Association of the Space Coast - Board Member
    • Planning Giving Committee - Visiting Nurse Association and Hospice Foundation
  • Brevard Rescue Mission - Board Member
  • Boy Scouts of America - Eagle Scout
  • March of Dimes – Co-chair of the 2015 Signature Chef’s Auction

Education

  • J.D.: University of Florida Levin College of Law, Gainesville, Florida, with honors, 2000
  • Estate and Trusts Practice Certificate Degree: University of Florida Levin College of Law, Gainesville, Florida, 2000
  • Undergraduate Degree: B.S.B.A., University of Florida, Gainesville, Florida, with high honors, 1997

Bar Admissions

  • Florida, 2001

Prior Legal Experience

  • Gunster, Yoakley & Stewart, P.A., Attorney, Stuart and Vero Beach, Florida, 2001-2010

Recognition & Awards

  • Board Certified in Wills, Trusts, and Estates by The Florida Bar Board of Legal Specialization
  • Recognized as a ‘Rising Star’ by Florida Super Lawyers, 2009
  • Martindale-Hubbell: AV Rating

Speaking Engagements

  • Trustees Beware: Discussion of Duties and Dangers, Melbourne, Florida, June 7, 2018
  • Sweeping Changes You Need to Know: Impact of The Tax Cuts and Jobs Act on Estate Planning, Dean Mead Tax Symposium, Viera, Florida, February 15, 2018
  • The IRA Witch Project – Planning with IRAs, The Florida Bar RPPTL Section’s CLE program, Tampa, FL, October 23, 2015
  • Florida’s Revised Limited Liability Company Act, Viera, FL, November 6, 2015
  • Tax Consequences of Trust & Estate Settlements and Modifications, Eau Gallie Yacht Club, Indian Harbour Beach, FL, October 23, 2014
  • Introduction to Estate & Asset Protection Planning, Indian Harbour Beach, FL, September 19, 2014
  • Estate Planning After the American Taxpayer Relief Act of 2012, Wesche Jewelers, Melbourne, FL, April 23, 2013
  • Estate Planning Seminar 2012, “The End of the Perfect Storm of Estate Planning is Nearing (maybe!) - Planning for the Remainder of 2012”, Viera, FL July, 25, 2012
  • Introduction to Estate Planning and Charitable Giving, presented at the Harbor Branch Oceanographic Institute Foundation Planning Giving Seminar, Fort Pierce, Florida, May 20, 2011
  • 2011 Florida Legislative Update, Viera, Florida, July 28, 2011
  • Federal Transfer Tax Developments and Asset Protection Planning, presented to the FICPA Sailfish Chapter, Palm City, Florida, May 18, 2011; Brevard County Chapter, July 26, 2011
  • Asset Preservation: Protecting Your Clients’ Assets in Today’s Litigious Environment, presented at the Dean Mead Estate Planning Seminar Series, Viera, Florida, February 23, 2011
  • Federal Transfer Tax Law Changes Are Coming (Maybe?)! - Estate, Gift and GST Tax Update, presented at the Dean Mead Estate Planning Seminar Series, Viera, Florida, December 7, 2010

Publications

  • Latest Developments in Medicaid Planning: A Case Study and Outline, March 5, 2012
  • "Secret Trusts: (Some) Questions and (Fewer) Answers About Florida's New Designated Representative Statute", co-authored this article, Action Line Vol. XXXIII, No. 1, Fall 2011
  • “Temporary Tax Relief Provides Significant Planning Opportunities for Small Business Owners”, co-authored with Richard I. Withers and Michael D. Minton, published in Farm Credit of Central Florida, August 2011
  • "Back to the Future for Estate Tax Planning", published in Farm Credit Leader, December, 2010
  • “A Move to the Sunshine State: Leaving the Cold and Taxes Behind”, co-authored this article, Palm Beach Daily News, January 9, 2005

Blog Articles

Key Legal Services