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.
- 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.
Rate : $$$