Stephen Vogelsang is a shareholder who joined the firm in 1987. Steve assists high net worth and ultra-high net worth families implement sophisticated gift and estate planning strategies designed in a tax efficient manner. Planning will typically include significant discussion of planning ideas which are not only transfer tax efficient, but also designed for long term asset preservation.

In addition to working with active and retired C-suite executives of public companies, Steve works with many closely held business owners helping to ensure the business passes to successive generations in a fair and efficient manner. Steve is also actively engaged in the administration of his client’s estates, working with family members to preserve the benefits of their prior planning efforts including working on estate and gift tax controversies with the Internal Revenue Service.

  • The Best Lawyers in America®, Tax Law, Trusts & Estates, 2008-17
  • Florida Super Lawyers, 2006-10, 2012-17
  • “Recent developments for Florida family trust companies,” Estate Planning Supplement, Palm Beach Daily News, January 2016
  • “Florida Family Trust Company Legislation,” Trusts and Estates, January 2014
  • “Be Quick But Don’t Hurry: Plan for 2012 with Caution,” Trust and Estates, 2012
  • “Family Limited Partnerships Now More Than Ever,” Trusts and Estates supplement, 2011
  • “Step-Transaction Doctrine Compliance,” Trusts and Estates, December 2011
  • “Final Regulations Clarify Estate Tax Treatment of GRATS,” Palm Beach Daily Review, January 2009
  • “Crescent-Did the Florida Supreme Court Effectively Repeal the Documentary Stamp Tax on Transfers of Real Estate,” Florida Bar Journal, October 2005
  • “The Final Tax Shelter Disclosure Rules: Reporting, Registration and List Maintenance Requirements,” Florida Bar Journal, May 2004
  • “Reducing Fiduciary Exposure in Managing Closely Held Business Interests,” Florida Banking, March 2003
  • “Determining Whether to Exercise a Power to Adjust or Unitrust Under the New Florida Uniform Principal and Income Act,” Florida Banking, June 2003
  • “Florida Intangibles Tax: 1998 Update,” FICPA Estate Planning Seminar, November 1998
  • “Effective Drafting Strategies for Family Limited Partnerships,” 23 Estate Planning No. 9, 1996
  • “Internal Revenue Service Eases Net Worth Requirement for Partnerships,” Florida Bar Journal, April 1989
  • South Florida Science Museum, board of trustees, 2009-present
  • Child Life Institute, Board of Directors, 2007-09
  • St. Mark’s Episcopal School, board of directors, 2006-10
  • Children’s Healthcare Charities, board of directors, 2006-present
  • Nicklaus Children’s Healthcare Foundation, Inc., board of directors, 2005-present
  • Arthritis Foundation, board of directors, 2005
  • Our Community, Our Children, chair, board of directors, 1995-98
  • Florida Bar Association
    • Real Property Probate & Trust Law Section, Estate & Gift Tax Committee
    • Family Trust Company Legislation Subcommittee, co-chair, 2015
    • Charitable Organizations Committee
      • Uniform Prudent Management of Institutional Funds Act subcommittee
  • American Bar Association
    • Real Property Trust & Estate Law Section, Tax Section
  • Palm Beach County Bar Association
  • Palm Beach County Estate Planning Council, 2000-present
  • East Coast Estate Planning Council, 2000-present
    • Planned Giving Council, 2002-present
  • Palm Beach Tax Institute, 1987-present

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