Marc J. Soss

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

University of Miami School of Law

LL.M. (1992) | Taxation

Cumberland School of Law, Samford University

J.D. (1991) | Law

Tulane University

B.A. (1988) | Economics

Managing Attorney

Marc J. Soss, Esquire

2008 - Current

Estate Planning, Probate and Business legal services

Supply Corps Officer

U.S. Navy Reserve

1998 - 2019

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

December, 2019

New IRS Private Letter Ruling Provides for 401(k) Student Loan Repayment

Rhode Island Bar

January, 2019

Your Computer May Be Evidence in a Will Contest Case

Leimberg

October, 2018

The U.S. Supreme Court Rules on Divorce and Military Disability Benefits

Rhode Island Bar Journal

December, 2017

Another IRS Win on Personal Liability against the Administrator of an Estate

Leimberg (LISI)

February, 2017

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

2020

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

2010

Pro-Bono Award

Collier County Legal Aid

2009

Morale and Welfare Award

SemperComm Foundation

2007

Clayton B. Burton Award of Excellence

Florida Bar Military Affairs Committee

2006

for the “Demonstration of Character and Leadership in Promoting Legal Services to Military Personnel Serving in Florida"

Military Officers Association

Member

Current

United States Association of Veterans in Business

Supporting Member

Current

Combat Veterans Motorcycle Association

Member

2023 - Current

Reserve Officers Association

Member

2004 - Current

Activities: FL - Judge Advocate General 2005 - 2009

Association of the US Navy

Member

2003 - Current

Activities: National VP (2003 - 2015)

Connecticut

Since 1992

Florida

The Florida Bar

ID Number: 0937045

Since 1992

Rhode Island

Since 1994

• 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

Q. Father passed away. He left me as beneficiary on bank account and his stocks. Is this able to be contested by siblings ?

November 16, 2023

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?

October 25, 2023

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

October 25, 2023

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.