Jerome L. Wolf, P.L. has more than 30 years of experience as a trusts and estates lawyer and practices in the areas of estate, tax, asset protection and business succession planning for high net worth families. He provides sophisticated transfer and generation-skipping tax strategies to successful individuals and advises closely held corporations, partnerships and other business entities on succession and asset protection planning structures.Mr. Wolf is a fellow of The American College of Trust and Estate Counsel and is a board-certified Wills, Trusts and Estates Lawyer by the Board of Legal Specialization of The Florida Bar. Mr. Wolf speaks and writes extensively on estate and related planning topics. He has been recognized by Worth magazine as one of the top 100 wealth management attorneys in the country.Mr. Wolf is a 1973 graduate of Duquesne University School of Law and a graduate of The George Washington University. Honors & Awards•fellow, The American College of Trust and Estate Counsel •The Best Lawyers in America, 2007-2016 •Top Lawyer in Florida, South Florida Legal Guide, 2005-2014 •Florida Super Lawyer, 2006-2015 •2013 Top Rated Lawyers in Taxation Law •Top Rated Lawyers, Trust & Estates, The American Lawyer, 2013 •South Florida's Best Lawyers, 2011 •Top 100 Attorneys, Worth Magazine, 2005, 2006 •Strathmore's Who's Who Registry of Business Leaders •Annual Achievement Award, The Florida Bar, Real Property, Probate and Trust Law Section, 1993 •AV Preeminent Peer Review Rated by Martindale-Hubbell Selected Speaking Engagements•Instructor, Asset Protection and Business Succession Planning Courses, Florida Graduate Trust and Wealth Management School, July 12-17, 2015 •Speaker, 2014 American College of Trust and Estate Counsel (ACTEC) Summer Meeting, Quebec, Canada, June 17, 2015 •Speaker, Asset Protection Planning: The New Estate Planning, Tampa Bay Estate Planning Council, Tampa, November 19, 2014 •Panel Member, A Changing Landscape: Addressing Trust, Estate Planning and Wealth Management Issues, South Florida Legal Guide, 2014 •Moderator, Protecting Your Assets on the Court and in the Courtroom: Preserving Wealth in Entertainment and Sports, American Bar Association Forum on the Entertainment and Sports Industries Annual Meeting, May 1, 2014 •Speaker, Wills, Trusts and Estates Certification Review Course, Florida Bar Continuing Legal Education Committee and the Real Property Probate & Trust Law Section, April 4, 2014 •Speaker, Defending Those 2012 Gifts When The IRS Comes Knocking, Florida Bar Real Property Probate and Trust Law Section's Trust and Litigation Symposium 2013, Fort Lauderdale and Tampa, May 9-10, 2013 •Panelist, Celebrity Big Bucks and International Wealth Management: Income Tax, Estate and Asset Protection Planning For The Entertainer and Athlete, American Bar Association Fourth Annual International Legal Symposium on the World of Music, Film, TV and Sports, Miami Beach, May 2-3, 2013 •Panelist, What to Do When the Worst Happens, Florida Institute of CPAs' (FICPA) Estate and Financial Planning Conference, Fort Lauderdale, December 2, 2010 •Speaker, Estate Planning After the Sunset, Atlantic Chapter of the Florida Institute of Certified Public Accountants' seminar, November 23, 2010 •Speaker, Estate Planning in an Ever-Changing Environment: Looking Back and Forward in 2010, Florida Bar Legal Education Committee and the Real Property Probate & Trust Law Section program, Orlando, Florida, November 19, 2010 •2010 Lecturer, Florida Graduate Trust School, Florida Bankers Association • Self Settled Spendthrift Trusts: An Estate Planning Trend in an Asset Protection World? The Florida Bar's 28th Annual Attorney/Trust Officer Liaison Conference, Palm Beach, Florida, June 18-21, 2009 •Program Chair and Speaker, Creditors' Rights to Assets in Trust, Asset Protection in Florida CLE seminar, Tampa, Florida, November 12, 2008; Fort Lauderdale, Florida, November 13, 2008 •Panel Member, Wealth Protection & Counseling in the New Age, Florida Bar CLE Committee, Real Property, Probate and Trust Law Section, Tampa, Florida, April 28, 2006 • Cross-Border Asset Protection and Recovery, American Bankruptcy Institute 2008 Caribbean Insolvency Symposium, Hollywood, Florida, January 17-18, 2008 • Asset Protection Planning for Physicians, Florida Institute of Certified Public Accounts, 2006 Health Care Industry Conference, Orlando, Florida, April 27, 2006 • Drafting Marital and Credit Shelter Trusts in Uncertain Times, Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's How to Draft Trusts in 2005: Yes, You Still Have a Job (Co-Chair), Tampa and Miami, Florida, November 2005 • Intestate Succession and Allowances, Florida Legal Education Association's Estate Planning the Real World, Orlando, Florida, October 14, 2005 • Self-Settled Trusts and 'Similar Devices' After BAPCPA, Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's Estate Planners Beware: New Laws, Rules and Regulations (Chair), Orlando, Florida, September 23, 2005 • FLP's and LLC's, NBI, Unraveling the Mystery of Asset Protection, Fort Lauderdale, Florida, November 8, 2004 • Thanksgiving Fixin's for the Estate Planning Lawyer, Florida Bar CLE Committee, Real Property, Probate and Trust Law Section (Co-Chair), Fort Lauderdale, Florida, November 4, 2004 • How to Protect Assets, Florida Bar CLE Committee, Family Law Section's Fees and Costs in Family Law, Miami Lakes and Tampa, Florida, October 2004 • Asset Protection Planning, South Florida Financial Planning Association's 2004 FPA Conference and Expo, Fort Lauderdale, Florida, June 4, 2004 • Strategies, Palm Beach County Estate Planning Council's Asset Protection, North Palm Beach, Florida, May 18, 2004 •Panel Member, The Prudent Investor Rules - How to Avoid Liability as a Fiduciary, Community Foundation for Palm Beach and Martin Counties, Boca Raton, Florida, April 28, 2004 • Non-Tax Aspects of Estate Planning: Protecting Your Assets, Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's Customizing the Estate Plan, Fort Lauderdale and Tampa, Florida, December 2002 • Drafting the Estate Plan After EGTRR, Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's Estate Plan Odyssey 2001 (Chair), Fort Lauderdale and Tampa, Florida, October 2001 • The Basics of Living Trusts, Defining Estate Administration and Understanding Basic Tax Procedures, Institute for Paralegal Education, Estate Planning and Probate for the Paralegal/Legal Assistant in Florida, West Palm Beach, Florida, September 7, 2001 Selected Publications•Quoted in A Changing Landscape: Addressing Trust, Estate Planning, and Wealth Management Issues, South Florida Legal Guide, 2014 •Author, Home Is Where You Hang Your Hat: The Significance of Domicile Planning, Duane Morris Alert, March 21, 2013 •Author, Legal Considerations for Protecting the Physician's Assets, The Journal of Medical Practice Management, March/April 2011 •Editor, Asset Protection in Florida, published by The Florida Bar and LexisNexis; author of Chapter 7, Creditors' Rights to Assets in Trust •Editor, Administration of Trusts in Florida, published by The Florida Bar and LexisNexis; author of Chapter 6, Creditors' Rights to Assets in Trust •Author, The Importance of Domicile in Asset Preservation Planning, The Florida Bar Journal, Vol. 79, No. 10, November 2005 •Author, The Florida Advantage Presented by PNC Private Bank, PNC Bank, 1999 •Author, 1995 Legislative Modifications to Florida's Trust Claims Procedures, The Florida Bar Journal, Vol. 69, No. 9, October 1995 •Author, Revocable Trusts - The Case for Statutory Reforms, The Florida Bar Journal, Vol. 65, No. 10, November 1991 •Author, Financial Planning for the Disabled and Elderly Florida Resident, The New York State Bar Association Journal, October 1990 •Author, Qualified Cash or Deferred Arrangements and Taxable Year of Trust, Tax Reform Act of 1986 Highlights Report and Practitioner's Alert Lists, December 1986 •Author, Florida Living Will, The Florida Bar Journal, Vol. 59, No. 4, April 1985 •Co-author, Creditors Rights and Spendthrift Clauses, Administration of Trusts in Florida (now in its Fifth Edition), The Florida Bar, Continuing Legal Education, 1999, 2001, 2005, 2007 •Co-author, Severing Joint Property Interests Report of Committee on Estate Planning and Drafting: Inter Vivos Transfers and Property Ownership), Real Property, Probate and Trust Journal, Vol. 16, No. 3, Fall 1981 •Co-author, Planning for Terminally Ill Client's Estate, Estate Planning, Vol. 7, No. 5, September 1980 •Contributing Author, Robinson's Estate Planning, Gerald J. Robinson and Sanford J. Schlesinger, Law Journal Seminars Press, 1977. Sections on Domicile, Clifford Trusts, Gifts to Minors, Crummey Trusts, and Split Dollar Insurance. Assisted on various other sections of the book.
Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely
respected by their peers for high professional achievement and ethical standards.
Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.
