George L. Metcalfe

Overview

George is a member of the firm's Private Wealth Services Group in the Miami Office where his practice focuses on domestic and foreign estate planning with an emphasis on implementing effective tax reduction strategies, family offices, administrations of trusts, estates and guardianships, and fiduciary litigation.

George advises both domestic and international families and high net worth individuals in implementing advanced wealth transfer techniques, planning for income and transfer tax, expatriation, business succession, Florida homestead laws, pre-immigration considerations, foreign investment in the United States, the creation and maintenance of charitable organizations and charitable trusts, and the taxation of domestic and foreign trusts.

George also has significant experience in representing fiduciaries and beneficiaries in the administration and litigation of estates, trusts and guardianships. George is well versed in the complexities involved in the administration of high net worth cross border estates and guardianships and regularly works on matters where a decedent or incapacitated person has significant assets in multiple jurisdictions that require administration. George regularly works with lawyers in other jurisdictions, trust companies, family offices and financial institutions in serving his fiduciary clients in such matters and believes a team approach best serves his fiduciary clients.

George has authored articles, presented in speaking engagements and commented on various topics including cross-border probate and guardianship issues, community property disposition laws, foreign investment in the United States, wealth transfer planning for same-sex couples in light of the Obergefell decision, life insurance techniques for business succession, estate planning in anticipation of divorce, planning with partnerships and S-corporations, and various complicated trust administration and fiduciary liability issues.  

George is an active participant in the Probate, Real Property and Trust Law (RPPTL) Section of the Florida Bar. In 2022, George served on the subcommittee addressing a rule change regarding cross state community property in intestate estate for Florida’s Uniform Disposition of Community Property Rights at Death Act. George is also a contributor to the committees for Trust Law, Asset Protection, Probate Law and Procedure, Guardianship, Power of Attorney and Advance Directives, and Estate and Trust Tax Planning.

George is the son of a Cuban immigrant and speaks Spanish. He is an active participant in the community and believes in the power of giving back to his community with his time and resources. George 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 has served on the board of directors for the Belen Alumni Lawyers Section.