How Rose Helps Clients
An attorney in estate and business planning must be able to offer smart advice along with peace of mind. That is what Rose brings to the individuals, businesses and organizations she serves.
Rose focuses her practice on estate and business planning, working primarily with high net worth individuals and closely held business owners. She handles matters such as developing individual estate plans, forming and restructuring closely held businesses and administering estates and trusts. Rose also has significant experience with tax-exempt organizations. She has assisted numerous private foundations and public charities with matters ranging from formation and qualification for federal and state tax exemptions to ongoing tax compliance and dissolution.
Rose is a frequent lecturer on topics related to estate, gift and GST tax planning, asset protection planning, business governance and succession planning and nonprofit organization issues.
What Clients Can Expect
Rose complements legal expertise with the sensitivity and compassion needed to service client relationships that can last decades.
Rose is easy to talk to and always responsive to questions, changes or concerns. She works as part of the client's team and fosters an environment in which clients feel confident and comfortable.
I work with my clients to discover practical solutions to problems that can be both highly complex and emotionally charged.
Outside the Office
Rose likes to make the world a better place. She is inspired by and dedicated to transformational projects, like rehabbing a dilapidated property or bringing an overgrown garden back to life.
- Restructured business entities owned by a high net worth family to simplify accounting and reporting requirements, increase asset protection and organize entities along related business lines.
- Modified an existing irrevocable trust to increase income tax basis step-up opportunities and reduce Medicare surtaxes by converting to defective grantor trust status.
- Assisted a private foundation with the grant of a conservation easement on timber property and program-related investment issues.
University of Florida Levin College of Law, LL.M., 2002, Taxation
University of Florida Levin College of Law, J.D., 2001, cum laude
University of Florida, M.Acc., 2001
University of Florida, B.S., 1997, cum laude
- United States Tax Court
Member, The United States Law Firm Group, Estates and Trusts Committee
IRS Gulf Coast Tax Exempt/Government Entities Liaison Council: Past Exempt Organizations Coordinator
Member, Tampa Bay Estate Planning Council
Philanthropic Advisor Leadership Institute: Class of 2012-2013
Wills for Heroes Program, free estate planning services for firefighters, law enforcement and emergency medical technicians