Robert J. Naberhaus III
ShareholderOffice: Viera / Melbourne
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.
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
- Estate Planning with IRAs, The Florida Bar RPPTL Section’s Practice Series, Webcast, October 2, 2018
- A Primer on Florida Homestead Law, Melbourne, Florida, August 28, 2018
- 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
- Florida Homestead Law Seminar to be Presented by Dean Mead
- Naberhaus Attorneys Talk Duties and Dangers in the Administration of a Trust
- Upcoming Dean Mead Seminar: Trustees Beware – Discussion of Duties and Dangers
- Robert Naberhaus Named Brevard County Estate Planning Council President
- HBOIF Celebrates 6th Annual Love Your Lagoon Gala
- Brad Gould Steps into National Leadership in Tax Law
- Dean Mead Teaches Junior Achievement Lesson at Suntree Elementary
- Rob Naberhaus to present at RPPTL Section’s “Tricks, Treats and Really Scary Things” Program
- Rob and Michelle Naberhaus Recognized for Leadership in March of Dimes
- Dean Mead’s Viera Office Commemorates Silver Anniversary with Gift to Florida Tech.
- Upcoming Seminar: Tax Consequences of Trust & Estate Settlements and Modifications
- Estate Planning Team Hosts “Asset Protection 2013 Update Seminar” in Orlando and Viera
- GRAT IT WHILE YOU STILL CAN
- In Florida, Your Mom is Entitled to a Share of Her Second Husband’s Estate
- Till Divorce Do Us Part – Florida’s New Beneficiary Designation Law
- Wimmer, a Gift Tax Trimmer for Income Producing Family Limited Partnerships
- QTIP Termination 3 Years Before Death May Increase Estate Tax
- Latest Developments in Medicaid Planning: A Case Study and Outline by Robert J. Naberhaus III
- Low Interest Rates – The Good and Not-So-Good Planning Opportunities
- Florida’s New Designated Representative Statute
- “Secret Trusts” Article co-authored by Rob Naberhaus Published in ActionLine Fall Edition
- Fed Up with the QTIP Trust? Tax Results of Terminating QTIP Trust
- Temporary Tax Relief Provides Significant Planning Opportunities for Small Business Owners
- Disclaimer Planning During Uncertain Tax Times
- Florida Homestead Planning
- Asset Protection QTIP Trusts
- Designated Representative: Section 736.0306 of the Florida Trust Code