George Metcalfe

Overview

George is of counsel in the firm's Private Wealth Services Group. George’s practice is exclusively concentrated in domestic and foreign estate planning, with an emphasis on implementing effective tax reduction strategies, estate, trust and guardianship administration and fiduciary litigation. George advises domestic families and high net worth individuals in implementing advanced wealth transfer techniques, income and transfer tax planning, expatriation planning, business succession planning, as well as representing clients who have complicated family situations in complex estate, trust and guardianship administrations. George also advises various cross-border families and foreign high net worth individuals from Latin America and Europe on international estate planning matters, pre-immigration planning, foreign investment in U.S. real property, and the taxation of domestic and foreign trusts. George believes the best approach in resolving any client problem begins with consideration of the client’s personal and familial goals before consideration of their tax and business objectives.

George has authored articles, presented and commented on various topics regarding foreign investment in the United States, the Panama Papers leaks, wealth transfer planning for same-sex couples in light of the Obergefell decision, life insurance planning for divorce and death, planning with partnerships and S-corporations, and various complicated trust administration and fiduciary liability issues.  

George is the son of a Cuban immigrant and speaks Spanish. He believes in the power of giving back to his community with his time and resources. He is an active participant in Dade Legal Aid’s Put Something Back Pro Bono program and has dedicated a substantial amount of time over the years in helping various low-income families in probate and guardianship administration cases. He is actively involved with his alma mater Belen Jesuit Preparatory School and serves on the board of directors for the Belen Alumni Lawyers Section. George is also a member of the Cuban American Bar Association and has been recognized by his peers as a 2020 Rising Star for Tax in Super Lawyers.

Honors

  • The Best Lawyers in America®, “Ones to Watch”
    • Tax Law, 2022-25
    • Trusts and Estates, 2023-25
  • Florida Super Lawyers, “Rising Star,” 2020, 2023-24
  • Cyril Coleman Award for Pro Bono Service, 2021

News & Insights

  • "California, Texas and Florida Probate Proceedings of Cross-Border Estates," panelist, University of San Diego School of Law Chamberlain International Tax Institute, February 2024
  • "The 2018 Partnership Audit Rules: Why All Partnerships (and LLC) Agreements Should be Amended," Advisory, April 3, 2018
  • "What Tax Reform Means for Your Estate Plan," January 3, 2018
  • "The Estate and Tax Planning Benefits of Shell Corporations," Practical Law Strategies, Thomson Reuters, December 2016
  • "FATCA’s Due Diligence Expansion," Law Journal Newsletter and the Corporate Counselor, September 2, 2015
  • "7 Corporate Trends in Law and Politics," The Corporate Counselor, January 26, 2015
  • "Internal-Use Software: More clarity on the R&D Tax Credit,"  The Corporate Counselor, December 2015

Involvement

Professional Associations & Memberships

  • Florida Bar Association
    • Real Property Probate and Trust Law Section, Member, 2012-present
      • Probate Rules Committee, Member, 2022-present
    • Tax Section, Member, 2012-present
  • Cuban American Bar Association
    • Member, 2013-present
  • Belen Alumni Lawyers Section
    • Member, 2012-present
    • Board of Directors, 2015-present
  • Hispanic National Bar Association
    • Member, 2022-present

Civic & Community Service

  • Belen Jesuit Alumni Lawyers Section, board of directors 2015-present

Education

  • University of Miami, Miami, Florida, LL.M. in Taxation, 2014
  • Nova Southeastern University Shepard Broad Law Center, Fort Lauderdale, Florida, J.D., 2012
  • Florida State University, Tallahassee, FL, B.S., 2009

Admissions

  • Florida Bar, 2012
  • United States Tax Court, 2013
  • U.S. District Court, Southern District of Florida, 2013

News & Insights

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