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Marc J. Soss

Marc J. Soss

Marc J. Soss, Esquire
  • Business Law, Estate Planning, Probate ...
  • Connecticut, Florida, Rhode Island
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Biography

For the past four (4) decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, Probate Avoidance, and Guardianship Administration and Litigation proceedings. I have also represented Florida corporate entities, shareholders, LLC members and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes.

My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of individuals who need to have incapacity determined and a guardianship established.

Education
U.S. Navy Supply Corps School
(1999) Logistics, Materials, and Supply Chain Management Grade O-1
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University of Miami School of Law
LL.M. (1992) | Taxation
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Cumberland School of Law, Samford University
J.D. (1991) | Law
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Tulane University
B.A. (1988) | Economics
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Professional Experience
Managing Attorney
Marc J. Soss, Esquire
- Current
Estate Planning, Probate and Business law
Supply Corps Officer
U.S. Navy Reserve
-
ETT - Afghanistan FY06 Kuwait Naval Base FY03
Of Counsel
Akerman Senterfitt
-
Senior Associate
Becker & Poliakoff
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Publications
Articles & Publications
U.S. Supreme Court Finds North Carolina’s Taxation of a Beneficiaries Undistributed Share of a Trust to Violate the Due Process Clause
Rhode Island Bar
New IRS Private Letter Ruling Provides for 401(k) Student Loan Repayment
Rhode Island Bar
Your Computer May Be Evidence in a Will Contest Case
Leimberg
The U.S. Supreme Court Rules on Divorce and Military Disability Benefits
Rhode Island Bar Journal
Another IRS Win on Personal Liability against the Administrator of an Estate
Leimberg (LISI)
2009 Federal Tax Return Tips
Association of the United States Navy
Charitable Planning Opportunities in 2009
Naval Reserve Association
Requirements for Execution of Estate Planning Documents in Florida
Leimberg Information Services (LISI)
Speaking Engagements
Florida Sales Tax
Lorman Sales Tax Seminar
2005
Guardianship Law
Guardianship Training Program
2006
Estate Planning and Probate
Florida Institute of Certified Public Accountants
2008
Probate and Pumpernickel
Digital Assets
2017
Awards
Outstanding Contributions Award
Rhode Island Bar Association
The Writing Award Committee also recognized Marc J. Soss, Esq., with an Outstanding Contributor Award based on his consistent and significant article submissions on important developments in the law. Attorney Soss has contributed thirteen articles to the Bar Journal in the past ten years, eight of which were submitted in the last five years.
National Award of Merit
Association of the US Navy
Pro-Bono Award
Collier County Legal Aid
Morale and Welfare Award
SemperComm Foundation
Clayton B. Burton Award of Excellence
Florida Bar Military Affairs Committee
for the “Demonstration of Character and Leadership in Promoting Legal Services to Military Personnel Serving in Florida"
Literary Award
Naval Reserve Association
Top Lawyers in Florida
The Legal Network
2014, 2015, 2016, 2017
Clients' Choice Award
Avvo
2017, 2018
Wartime Service Medal
Connecticut Veterans
Professional Associations
Military Officers Association
Member
Current
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United States Association of Veterans in Business
Supporting Member
Current
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Reserve Officers Association
Member
- Current
Activities: FL - Judge Advocate General 2005 - 2009
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Association of the US Navy
Member
- Current
Activities: National VP (2003 - 2015)
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Navy League (SRQ / Manatee)
Member
- Current
Activities: Judge Advocate General 2004 - 2018
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Sarasota County Bar Association
Member
- Current
Activities: Estate Planning, Probate and Guardianship Law Sections
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Rhode Island State Bar
Member
- Current
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Florida Bar Association
Member
- Current
Activities: Real Property, Probate & Trust Law; & Elder Law Sections; Abuse, Neglect & Exploitation Committee
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Connecticut Bar
Member
- Current
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Jurisdictions Admitted to Practice
Connecticut
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Florida
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Rhode Island
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Fees
  • Free Consultation
Practice Areas
    Business Law
    Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Probate
    Probate Administration, Probate Litigation, Will Contests
    Elder Law
Additional Practice Areas
  • Guardianship Law
  • Probate Administration and Litigation
Languages
  • English
Legal Answers
Q. Ex died leaving a house he received in divorce to his sister. Im still on the mortgage. Who pays and what happens to
A: What did your divorce decree state with regard to the mortgage? Did he have to refinance it? You need to get yourself removed from the mortgage, and the sister needs to refinance the house. How is your name on the mortgage and not the title? I cant tell you what to do, but if she sells it will discharge you from the mortgage, so long as there is not a short fall in equity to debt.
Q. I want to make changes to my will. Do I have to consult with a lawyer for the changes or what needs to be done?
A: You can do it yourself, but you run the risk it will not be done in accordance with Florida Law and be invalid. I highly recommend that you utilize the service of a respected attorney to make your changes to ensure they are done correctly and honored at your death.
Q. My dad passed w/o a will. He owns 100 acres in Louisiana. Do I probate in FLORIDA or LA?
A: If the real property is located in LA, you need to conduct probate in the appropriate Parrish.
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Websites & Blogs
Website
Marc J. Soss, Esq. Website
Website
Marc Soss' Website Profile
Blog
FLORIDA ESTATE PLANNING AND PROBATE LAW BLOG
Contact & Map
2070 Ringling Blvd.
Sarasota, FL 34237
Telephone: (941) 928-0310
9040 Towncenter Parkway
Lakewood Ranch, FL 34202
Telephone: (941) 928-0310