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Marc J. Soss

Marc J. Soss

Marc J. Soss, Esquire
  • Business Law, Estate Planning, Probate ...
  • Connecticut, Florida, Rhode Island
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For the past three decades I have been providing legal services to individuals in the areas of Estate Planning, Elder Law, Asset Protection, Probate & Trust Administration and Litigation, Probate Avoidance, and Guardianship Administration and Litigation proceedings. I have also represented Florida corporate entities, shareholders, LLC members and partners in business transactions, contract drafting, succession planning, mergers & acquisitions, and business disputes. My clients include opposite-sex and same-sex couples, business owners, individuals looking to protect their assets from creditor claims, retirees, family members needing guidance in the administration of a Florida probate estate or an inheritance dispute, and relatives of individuals who need to have incapacity determined and a guardianship established.

Practice Areas
    Business Law
    Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Probate Administration, Probate Litigation, Will Contests
    Elder Law
Additional Practice Areas
  • Guardianship Law
  • Probate Administration and Litigation
  • Free Consultation
Jurisdictions Admitted to Practice
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Rhode Island
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  • English
Professional Experience
Managing Attorney
Marc J. Soss, Esquire
- Current
Estate Planning, Probate and Business law
Supply Corps Officer
U.S. Navy Reserve
ETT - Afghanistan FY06 Kuwait Naval Base FY03
Of Counsel
Akerman Senterfitt
Senior Associate
Becker & Poliakoff
U.S. Navy Supply Corps School
(1999) Logistics, Materials, and Supply Chain Management Grade O-1
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University of Miami School of Law
LL.M. (1992) | Taxation
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Cumberland School of Law, Samford University
J.D. (1991) | Law
Cumberland School of Law, Samford University Logo
Tulane University
B.A. (1988) | Economics
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National Award of Merit
Association of the US Navy
Pro-Bono Award
Collier County Legal Aid
Morale and Welfare Award
SemperComm Foundation
Clayton B. Burton Award of Excellence
Florida Bar Military Affairs Committee
for the “Demonstration of Character and Leadership in Promoting Legal Services to Military Personnel Serving in Florida"
Literary Award
Naval Reserve Association
Top Lawyers in Florida
The Legal Network
2014, 2015, 2016, 2017
Clients' Choice Award
2017, 2018
Wartime Service Medal
Connecticut Veterans
Professional Associations
Military Officers Association
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United States Association of Veterans in Business
Supporting Member
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Reserve Officers Association
- Current
Activities: FL - Judge Advocate General 2005 - 2009
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Association of the US Navy
- Current
Activities: National VP (2003 - 2015)
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Navy League (SRQ / Manatee)
- Current
Activities: Judge Advocate General 2004 - 2018
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Sarasota County Bar Association
- Current
Activities: Estate Planning, Probate and Guardianship Law Sections
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Rhode Island State Bar
- Current
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Florida Bar Association
- Current
Activities: Real Property, Probate & Trust Law; & Elder Law Sections; Abuse, Neglect & Exploitation Committee
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Connecticut Bar
- Current
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Articles & Publications
U.S. Supreme Court Finds North Carolina’s Taxation of a Beneficiaries Undistributed Share of a Trust to Violate the Due Process Clause
Rhode Island Bar
New IRS Private Letter Ruling Provides for 401(k) Student Loan Repayment
Rhode Island Bar
Your Computer May Be Evidence in a Will Contest Case
The U.S. Supreme Court Rules on Divorce and Military Disability Benefits
Rhode Island Bar Journal
Another IRS Win on Personal Liability against the Administrator of an Estate
Leimberg (LISI)
2009 Federal Tax Return Tips
Association of the United States Navy
Charitable Planning Opportunities in 2009
Naval Reserve Association
Requirements for Execution of Estate Planning Documents in Florida
Leimberg Information Services (LISI)
Speaking Engagements
Florida Sales Tax
Lorman Sales Tax Seminar
Guardianship Law
Guardianship Training Program
Estate Planning and Probate
Florida Institute of Certified Public Accountants
Probate and Pumpernickel
Digital Assets
Websites & Blogs
Marc J. Soss, Esq. Website
Marc Soss' Website Profile
Legal Answers
3 Questions Answered
Q. I live in Florida, I have a will, do I still need an Enhanced Life Estate Deed to help beneficiaries avoid proabate?
A: A deed of that nature would allow you to avoid the administration, through probate, of the property at your death. Some attorneys utilize them while others do not. Please consult with an estate planning attorney when making a decision to utilize a deed of this nature.
Q. How can my Mother-In-Law access her deceased sons bank account?
A: Under Florida probate law, the matter could be handled in one of three (3) methods. If the value of the bank account is less than or equal to the funeral bill it can be handled through the simplest method. However, a court order will be required for the bank to release the account funds. You can handle this type of probate proceeding without the use of an attorney, however, there will be a filing fee with the county.
Q. If a will reads that proceeds initially go to surviving spouse (in Florida) and then, upon death of surviving spouse,
A: To answer your question I need to make several assumptions (never a good thing), however, assuming the surviving spouse inherits the probate assets without any restrictions, they are free to dispose of them during their lifetime as they choose. That can include distributing them to just one individual. In contrast, if the inheritance has restrictions, such as only a life estate or income interest, they are not free to distribute all the assets to just one of the beneficiaries.
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Contact & Map
2070 Ringling Blvd.
Sarasota, FL 34237
Telephone: (941) 928-0310
9040 Towncenter Parkway
Lakewood Ranch, FL 34202
Telephone: (941) 928-0310
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