David R. Carlisle, P.A. concentrates his practice on dispute resolution involving trusts, estates and guardianships, and related issues. He is a frequent lecturer on issues relating to estates, trusts and guardianships, and is active in legislative initiatives on behalf of the Real Property Probate and Trust Law Section of The Florida Bar as well as private clients. Recently, Mr. Carlisle was appointed by the Department of Elderly Affairs to the Board of Directors of the Statewide Public Guardianship Offices Direct Support Organization.
Mr. Carlisle is a fellow of the American College of Trust and Estate Counsel and a member of its Asset Preservation Committee. He is a member of the Executive Council of the Real Property Probate and Trust Law Section of The Florida Bar and is serving as co-chair of the Section's Alternative Dispute Resolution Committee for 2011-2012. He presently serves on the Probate Litigation, Probate Law and Durable Power and Advance Directive committees. Mr. Carlisle is presently the co-vice chair of the Dade County Bar Association Probate and Guardianship Committee and is a member of the American Bar Association, the Coral Gables Bar and the Dade County Bar Association.
Mr. Carlisle is a 1984 graduate of the University of Miami School of Law and a graduate of the University of Miami.
Areas of Practice
· Wealth Planning
· Trust, Estate and Guardianship Litigation
Professional Activities
· The Florida Bar
- Executive Council, Real Property, Probate & Trust Law Section
-- Co-Chair, Alternative Dispute Resolution Committee, 2011-2012
- Chair, Guardianship Law and Procedure Committee, 2004-2006
- Vice Chairman, Guardianship Law and Procedure Committee, 2002-2003
- Chair, Florida Probate Rules Committee, 1999-2002
- Member, Probate and Trust Litigation Committee
- Member, Rules of Judicial Administration Committee, 2000-2002
· American Bar Association
- Litigation Section
- Real Property, Probate and Trust Law Section
· Coral Gables Bar
- President, 1995-1996
· Dade County Bar Association
- Co-Vice Chair, Probate and Guardianship Committee
Board Memberships
· Board of Directors, Statewide Public Guardianship Offices Direct Support Organization
Honors and Awards
· Listed in Best Lawyers in America, 2007-2012
· Fellow, American College of Trust and Estate Counsel (ACTEC)
- Member, Asset Preservation Committee
· Listed in Florida Super Lawyers, 2006-2011
· AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
Selected Publications
· "Fraudulent Transfer/Fraudulent Conveyances in Estate Planning," Florida Bar Continuing Legal Education Seminar, Estate Planning in the New Millennium, 2000
Selected Speaking Engagements
· "Wolves at the Door: Creditor Issues in Trusts and Estates," Florida Bar Trust & Estates Symposium 2011
· "Probate and Case Law Update," Florida Bar Elder Law Certification and Review Seminar 2011
· "New Power of Attorney Statute," Palm Beach County Bar Association 28th Annual Estate and Probate Seminar-Part 2, 2011
· "Extraordinary Fees-Trustee and Attorney," Florida Bar Real Property & Trust Law Section and the Florida Bankers Association Attorney Trust Officer Liaison Conference 2010
· "Preparation and A voidance of Accountings," Florida Legal Educators Association, Probate Team Seminar 2010
· "The ABCs of Fees-Personal Representatives, Trustees and Attorneys," Florida Legal Educators Association, Probate Team Seminar 2009
· "Intangible Issues with Tangible Personal Property," Florida Legal Educators Association, Probate Team Seminar 2008
· "Creditor Rights and Fiduciary Obligations in Insolvent Estates," Trust Law Symposium, May 17 and 25, 2007
· "Greatest Cases of the Decade," Florida Legal Educator's Association "Guardianship Team" seminar, Tampa, Florida, March 15, 2007
· "Joint Property Issues," Florida Education Association Estate planning in the Real World Seminar, 2005
· "Least Restrictive Alternatives to Guardianship Litigation Issues," The Florida Bar, 2005
· "Protecting the Estate from the Decedent's Fraudulent Transfers," The Florida Bar, 2004
· "Minor Settlements," Florida Legal Education Association, Intermediate Seminar, 2004
· "Guardianship News," The Florida Bar, 2003
· "Florida Probate Rules 2002 Amendments," The Florida Bar, 2001
· "Litigation Issues," Florida Bar Continuing Legal Education Seminar - Elective Share: Integrating the New Law Into Your Practice, 2001
· "Florida Probate Rules: 2002 Amendments and Preview of Proposed Rules," Florida Legal Education Association, 2001
· "Fraudulent Transfer/Fraudulent Conveyances" in Estate Planning, Florida Bar Continuing Legal Education Seminar, Estate Planning in the New Millennium, 2000