Rose Wilson focuses her practice on estate and business planning, working primarily with high net worth individuals and closely held business owners. She handles matters such as developing individual estate plans, forming and restructuring closely held businesses and administering estates and trusts.
Rose also has significant experience with tax-exempt organizations. She has assisted numerous private foundations and public charities with matters ranging from formation and qualification for federal and state tax exemptions to ongoing tax compliance and dissolution.
An attorney in estate and business planning must be able to offer smart advice along with peace of mind. That is what Rose brings to the individuals, businesses and organizations she serves. Rose is a frequent lecturer on topics related to estate, gift and GST tax planning, asset protection planning, business governance and succession planning and nonprofit organization issues.
Rose complements legal expertise with the sensitivity and compassion needed to service client relationships that can last decades. Rose is easy to talk to and always responsive to questions, changes or concerns. She works as part of the client’s team and fosters an environment in which clients feel confident and comfortable.
- University of Florida Levin College of Law, LL.M., 2002, Taxation
- University of Florida Levin College of Law, J.D., 2001, cum laude
- University of Florida, M.Acc., 2001
- University of Florida, B.S., 1997, cum laude
Rate : $$$