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, and Probate Avoidance. 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.
I am a nationally published author and it would be my pleasure to assist you with your legal matter.
- 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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- Managing Attorney
- Marc J. Soss, Esquire
- - Current
- Estate Planning, Probate and Business legal services
- Supply Corps Officer
- U.S. Navy Reserve
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- ETT - Afghanistan FY06 Kuwait Naval Base FY03
- 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
- 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
- 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
- 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"
- Military Officers Association
- Member
- Current
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- United States Association of Veterans in Business
- Supporting Member
- Current
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- Combat Veterans Motorcycle Association
- 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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- Connecticut
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- Florida
- The Florida Bar
- ID Number: 0937045
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- Rhode Island
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- Free Consultation
- 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
- Probate Administration and Litigation
- English: Spoken, Written
- Q. Father passed away. He left me as beneficiary on bank account and his stocks. Is this able to be contested by siblings ?
- A: Unfortunately, nothing prevents them from challenging your designation with each institution. There are no tax implications if the amount received is under the unified credit amount.
- Q. Can a personal representative be named by the court in a summary administration in Florida?
- A: A Personal Representative is NOT named when you utilize Summary Administration in Florida.
- Q. Pre-marriage home owner here (in my name), if I pass away does the house go to my spouse now or do I need a new deed etc
- A: If the home is your primary residence, under Florida law your spouse can elect either a 1/2 ownership interest or a life estate. If you leave your entire estate to your spouse by Will, the above would not apply as he/she would be receiving the entire asset.