William R. Swindle: Lawyer with Shumaker, Loop & Kendrick, LLP

William R. Swindle

Partner, Tax & Benefits Practice Co-Administrator
Tampa,  FL  U.S.A.

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AV® Preeminent

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Experience & Credentials Ratings & Reviews

Practice Areas

  • Estate Planning
  • Taxation
  • Trusts and Estates
  • Nonprofit Organizations
  • Educational / Religious Organizations
  • Healthcare
  • Insurance Coverage
  • Real Estate
University Florida Southern College, B.S., Accounting, magna cum laude, 1981
Law SchoolUniversity of Florida, J.D., with honors, 1984 Order of the Coif, Chief Tax Editor of the University of Florida Law Review; University of Florida, LL.M., Taxation, 1985
Admitted1985, Florida; 1986, United States Tax Court

Professional and Community Affiliations

•Tax Certification Committee, The Florida Bar
Practical Tax Strategiesmagazine, Editorial Board
•Tampa Bay Estate Planning Council, former Board Member, 2005-2007
•Hillsborough County Bar Association, former Chairman, Real Property, Probate and Trust Law Section, 1989-1990; former Co-Chair of the Tax Section, 2005
•Circuit Court Probate Rules, Education and Liaison Committee; former Chairman, 1990-1991

BornClifton, New Jersey, October 2, 1959

William R. Swindle is Board Certified by the Florida Board of Legal Specialization and Education in both Tax and in Wills, Trusts & Estates. He also serves as the Co-Chair of the Tax and Employee Benefits and the Trusts & Estates Practice Groups. Bill has extensive experience in the areas of estate planning and probate administration, and federal and state tax matters. He represents taxpayers in connection with individual, corporate, partnership, estate and gift, and trust tax matters, including planning and controversy resolution at the federal and state level.

Bill served as the National Tax Director and a Senior Vice President with Wachovia Wealth Management where he provided technical expertise to members of the Financial Planning Group, assisted Wachovia's highest net worth clients, and authored articles and spoke to raise the awareness of Wachovia among tax and estate planning professionals. Prior to joining Wachovia, Bill was also a shareholder in the law firm of Kalish & Ward, P.A. and served as chairman of that firm's Tax and Estate Planning Department.

He has authored numerous articles on tax and estate planning matters published in law reviews and bar publications and is a frequent lecturer on tax and estate planning topics. Bill also serves on the Editorial Board ofPractical Tax Strategies, a monthly national tax publication.


•AV Peer Review Rated by Martindale-Hubbell
•Best Lawyers in America, 2013, 2014

News Releases

05.05.2014 William R. Swindle Spoke to Suncoast Estate Planning Council

04.24.2014 William R. Swindle Named to Tax Certification Committee of The Florida Bar

08.15.2013 83 Shumaker, Loop & Kendrick, LLP Lawyers Selected for Inclusion in The Best Lawyers in America 2014

08.28.2012 81 Shumaker, Loop & Kendrick, LLP Lawyers Selected for Inclusion in The Best Lawyers in America 2013

03.14.2012 Shumaker Attorneys Co-Presented Mergers & Acquisitions Transactions Seminar

02.02.2011 William R. Swindle Named Co-Chair of Tax and Employee Benefits Department


06.01.2010 Recent Cases Provide Relief For Substantiating Research Tax Credit Claims,Practical Tax Strategies

2010 Trust Accountings, Chapter 5 of Administration of Trusts in Florida, Sixth Edition

05.01.2009 Gifts of Partnership Interests: Avoid the IRS's Indirect Gift Trap,Business Entities

01.01.2009 Don't Get Caught in the IRS's Indirect Gift Trap for Partnership Interests,Practical Tax Strategies

08.01.2008 The Service's Derivative Approach to Variable Prepaid Forward Sales,Practical Tax Strategies

07.01.2008 The Service's Derivative Treatment of Variable Prepaid Forward Sales,The Florida Bar Journal

01.01.2008 Obtaining Split-Gift Treatment for Transfers to Trusts,Estate Planning Magazine

10.01.2007 Beneficiary Withdrawal Powers in Grantor Trusts - A Crumm(e)y Idea?Estate Planning Magazine

07.01.2007 Qualifying Trust Transfers for Split-Gift Treatment,The Florida Bar Journal

2007 Accountings, Chapter 12 of Practice Under Florida Probate Code, Fifth Edition

2007 Trust Accountings, Chapter 5 of Administration of Trusts in Florida, Fifth Edition

2005 Accountings, Chapter 12 of Practice Under Florida Probate Code, Fourth Edition

10.01.1994 The Federal Tax Classification of Florida Limited Liability Companies,The Florida Bar Journal

1988 Allocation of Consideration in Asset Acquisitions and Tax Aspects of the Sale of a Business, Florida Bar CLE Practice Manual, Chapter 2

1984 The Impact of Recent Legislation on the Dual Banking System,The Adelphia Law Journal

01.01.1983 The Defendants Right of Confrontation, Are the Exceptions Swallowing the General Rule,The American Journal of Trial Advocacy, 421-431


07.01.2014 The Estate Planner - July/August 2014

05.01.2014 The Estate Planner - May/June 2014

03.01.2014 The Estate Planner - March/April 2014


02.07.2012 Maximizing Returns in M&A Transactions

01.01.2005 Transfer Tax Planning for High Net Worth Individuals, Southern Federal Tax Institute

01.01.2004 Estate Planning Update, The American College, Bryn Mawr, Pennsylvania


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Office Information

William R. Swindle

101 East Kennedy Boulevard, Suite 2800
TampaFL 33602


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