Norm counsels high net worth individuals and families in connection with estate planning and other complex tax issues as well as business succession and other non-tax family matters. He also counsels individuals and institutions serving as fiduciaries of estates, trusts and guardianships in connection with administrative matters and disputes with the Internal Revenue Service. Areas of Concentration · Personal estate planning · Resolution of estate, gift and generation-skipping tax disputes with IRS · Business succession · International estate and pre-immigration planning · Administration of trusts and estates, including contested probate and trust matters · Establishment and operation of private and public charitable organizations · Negotiation and preparation of marital agreements Significant Representations · Bessemer Trust Company of Florida · Northern Trust N.A. · BNY Mellon, N.A. Professional & Community Involvement · Adjunct professor, University of Miami School of Law, more than 30 years teaching international estate planning, fiduciary administration, drafting and domestic estate planning in the Estate Planning LL.M. and J.D. programs · Member, Advisory Committee, Philip E. Heckerling Institute on Estate Planning · Fellow and Past Regent (and Executive Committee member), American College of Trust and Estate Counsel · President, American College of Trust and Estate Counsel Foundation · Member, International Academy of Estate and Trust Law · Member, American Bar Association · Board of Trustees, Florida Philharmonic Orchestra · Board of Trustees, Executive Committee, Mercy Hospital · Chairman, Endowment Committee, University of Miami · Board of Governors, Doral/Ryder Open · Board of Trustees, Plymouth Congregational Church · Board of Trustees, Fairchild Tropical Botanic Garden Awards & Recognition · Listed, Chambers & Partners USA Guide (National Leader, Wealth Management; Florida Leader, Estate Planning), an annual listing of the leading business lawyers and law firms in the world, 2008-2011 · Selected, Super Lawyers magazine, 2006-2011 · Listed, Who's Who in America · Listed, The Best Lawyers in America (every edition) · Named, Best Lawyers' 2012 Miami Trusts and Estates Lawyer of the Year · Board Certified Estate Planning and Probate Lawyer, Florida Bar Board of Legal Specialization and Education · Listed, Legal Elite, Florida Trend magazine · Rated, AV® Preeminent™ 5.0 out of 5 Military Experience · Co-Author with Diana S.C. Zeydel, "A Walk Through the Authorities on Formula Clauses," Estate Planning, December 2010 · Author, "Transfer Tax Audit Issues; What's Hot, What's Not," Special Session, 37th Annual Philip E. Heckerling Institute on Estate Planning · Co-author with Diana Zeydel, "Valuation Principles and Recent Developments, Practical Guidance for the Estate Planner," ABA Real Property, Probate and Trust Journal, Summer 1999 · Author, "Hot Transfer Tax Audit Issues," Special Session, 33rd Annual Philip E. Heckerling Institute on Estate Planning · Author, "Adequate Disclosure Regulations: Closure and How to Achieve It," Special Session, 37th Annual Philip E. Heckerling Institute on Estate Planning (2003) · Lecturer, "International Estate Planning," University of Miami School of Law, Estate Planning LL.M. Program, 2005-2009 · Lecturer, "Valuation Principles and Recent Developments," 23rd Annual Midwest Estate, Tax & Business Planning Institute · Lecturer, "Decisions Near the End of Life," Education Development Center and the Hastings Center · Panelist, "The Future Vision of Estate Planning," Wilmington Trust Company, Palm Beach, Florida (2007) (Board Certified Lawyer, Wills, Trusts and Estates, Florida Bar Board of Legal Specialization and Education) |