Matthew Palma

Matthew Palma primarily focuses his practice in the areas of estate planning, trusts, estate, and tax matters. He is well-versed and fully prepared to advise clients on the following matters: asset protection; revocable living trusts; estate tax marital deduction planning and credit shelter trusts; irrevocable life insurance trusts for disposition of insurance proceeds; charitable trusts to minimize income or estate tax liabilities; gifting to trusts; preparation and review of corporate shareholder agreements, partnership agreements, and limited liability company operating agreements; last wills and testaments, living wills, healthcare surrogate designations, and durable powers of attorney; probate administration and trust administration.

Education:

• University of Miami School of Law Heckerling Graduate Program, LLM, Estate Planning (2015)
• Barry University Dwayne O. Andreas School of Law, JD (2014)
• Florida State University, BA, Humanities (2009)

Admissions : Florida

Experience : Advises in various areas of probate and trust litigation, including: will contests; trusts contests; claims of undue influence; claims of lack of capacity; probate accountings; trust accountings; actions brought against personal representatives; actions brought against trustees; federal and state tax litigation, including tax appropriation issues; and creditor claim actions

Professional Activities : The Florida Bar

Community : Board of Directors, Dave’s House, Inc.