Frank T. Adams Member - Estate Planning Administrative and Probate Administrative and Probate Phone: (954) 522-3636 E-mail: fta@katzbarron.com Fax: (954) 522-5119 Frank Adams is a Fellow in the American College of Trust and Estate Counsel. He is an AV-rated attorney, and is Board Certified in Wills, Trusts and Estates. Frank practices primarily in sophisticated estate planning and administration, including wills; revocable and irrevocable trusts; probate; estate, gift and generation-skipping taxation; probate litigation; planning for charitable contributions and charitable foundations; asset protection planning; and planning for distributions from IRAs and other qualified retirement plans. His experience also includes planning for closely held businesses, including formation, operation and planning for the dissolution or sale of all types of business entities. In business planning, Frank also assists families in succession of ownership and control matters and the drafting and implementation of buy/sell agreements. Frank also counsels individuals concerning prenuptial and postnuptial agreements. Areas Of Practice: Trusts and Estates Planning Estate Administration and Probate Business Continuation Planning Probate and Trust Litigation Charitable Trusts and Foundations Negotiating and Drafting Marital Agreements Corporate and Business Planning Pre-immigration Tax Planning Representative Experience Primary responsibility for all aspects of the administration of decedents' estates, including preparation of Federal tax returns and the audit of those returns by the Internal Revenue Service. Some of those estates have been as great as $75 million and owned assets as diverse as a controlling interest in a publicly traded company, a stable of thoroughbred race horses, and the copyright interests of a major American playwright. Preparation and implementation of estate plans for individuals and families with both U.S. and foreign situs assets. Those plans involve planning for minimizing income, estate, gift and generations-skipping tax. The assets owned by those individuals and families encompass almost every type of asset, and have ranged in value to more than $1 billion. Charitable planning for families, obtaining tax-exempt status for the entities established and representation of the resulting private or public charities. Significant experience in obtaining tax-exempt status for religious and educational institutions and foundations in support of hospitals, and the subsequent representation of those entities. Representation of beneficiaries in will contests, construction proceedings, and actions to amend, reform or terminate trusts or replace trustees. Significant experience in representing corporations and their shareholders in business succession and continuation planning, often involving complex issues of valuation. Certifications/Specialties: Board Certified Wills, Trusts and Estates Lawyer, Florida Board of Legal Specialization and Education Fellow , American College of Trust and Estate Counsel Bar Admissions: Florida, 1979 Ohio, 1978 Education: University of Miami School of Law , Coral Gables, Florida, 1979, LL.M., in Estate Planning University of Toledo College of Law, Toledo, Ohio, 1978, J.D. Indiana University, 1975, A.B. Professional Associations and Memberships American Bar Association (Tax Section and Real Property, Probate and Trust Law Sections) The Florida Bar (Tax Section and Real Property, Probate and Trust Law Sections) The Florida Bar (Probate Rules Committee) The Florida Bar (Wills, Trusts and Estates Law Certification Committee; Chairman 2004 - 2006) Estate Planning Council of Greater Miami (Director, 1998 - 2000) Estate Planning Council of Broward County (Director, 2002 - 2004) Planned Giving Council of Greater Miami Community Foundation of Broward (Professional Advisory Committee) Dade Foundation (Professional Advisory Committee) Nova Southeastern University - Planned Giving Council Foundation of Jewish Philanthropies of Greater Miami Jewish Federation; Chairman - Professional Advisory Committee, 1997 - 1998 Baptist Hospital Foundation; Planned Giving Council Published Works Divorce: A Window for Estate Planning Opportunities, (Co-authored with Jerome M. Hesch, Esq.) Tax Management Memorandum, Vol.41, No. 10, May 8, 2000. Practice Under Florida Probate Code, Fifth Edition, The Florida Bar, 2008, Author, chapter on "Management of Decedent's Property". Also authored Fourth Edition (2003), Third Edition (2002), Second Edition (2000) and Revisions to First Edition (1997 and 1994). Financial Executive, July/August, 1994: "Make Your Second Home Do Double Duty (Qualified Personal Residence Trusts)". Florida Bar Journal, February, 1987: "Tax Reform Act of 1986 Moves to Eliminate Income Tax Shifting and Deferral of Payments". Trusts and Estates, February, 1986: "Estate Planning for the Elderly". Florida Will Manual, Blakemore & Gathright. Florida Editor. Classes, Lectures and Seminars Taught The Florida Bar 2004 - Family Limited Partnerships - Bad Facts are Making Bad Law 2002 - Family Limited Partnerships and Other Advanced Planning Techniques 2001 - Florida's Elective Share Under EGTRR 1997 - Planning for Florida Homestead and Vacation Homes 1987 - Various Topics on Estate Tax and Estate Planning 1986 - Probate Administration University of Miami School of Law 1998 - Present - Lecturer in LL.M. Programs 1985 - Present- Advisor in Estate Planning LL.M. Program ACTEC - Florida Fellows August, 2003 - How to Explain Even the Most Complex Planning to Our Clients Estate Planning Council of Broward County October, 2001 - IRC Section 529 and Other Educational Savings Plans Estate Planning Council of Greater Miami May, 1999 - Tax Law Update April, 1998 - Tax Law Update October, 1996 - Tax Law Update Fiduciary Trust International of the South January, 2000 - Estate Planning for Separation and Divorce National Business Institute 1985 - Estate Tax and Estate Planning 1984 - Estate Administration Frequent lecturer on topics of guardianship, estate planning and taxation, and estate administration at lectures (and seminars) sponsored by various trust companies, accounting groups, and charitable organizations. Awards and Recognition Listed Best Lawyers in America since 2006 Selected by Super Lawyers Magazine 2006, 2007, 2008 and 2009 Birth Information July 2, 1953, Cincinnati, Ohio ©2011 Katz, Barron, Squitero, Faust, Friedberg, Grady, English & Allen, P.A. All Rights Reserved. | Legal Disclaimer