Florida Bar Board Certified Wills, Trusts and Estates Attorney
Brett is a board-certified specialist in Wills, Trusts and Estates. Board certification in Wills, Trusts and Estates is a distinction held by fewer than 0.3% of all lawyers in Florida. Additionally, Brett is a Florida Certified Public Accountant (CPA) with a Master of Science in Taxation.
Brett represents families and clients in designing and implementing tax-efficient wealth transfer plans – including estate, gift, and generation-skipping tax planning. Brett helps clients prepare estate and gift tax returns concerning wealth transfer. Typically, this planning includes the utilization of revocable and irrevocable trusts. In addition to planning engagements, Brett assists personal representatives and trustees in navigating the complexities of transferring wealth.
Brett was born in Fort Myers but raised since birth in Charlotte County. Brett joined the firm as an associate in 2013, after clerking with the firm in 2012, and became a partner in 2020. Before law school, Brett worked as a CPA in the area of Trusts and Estates with Kerkering, Barberio & Co., and Dees and Dees, CPAs.
Education
- J.D., cum laude, Stetson University College of Law, 2013
- M.S. in Taxation, University of Central Florida, 2005
- B.S. in Accounting, Florida State University, College of Business, 2004
Honors & Accolades
- Board-certified specialist in Wills, Trusts and Estates
- Rising Stars, Florida Super Lawyers 2019-2023
- Book Award, Federal Taxation of Estates, Trusts, and Gifts, 2012
Memberships
- Member, The Florida Bar
- Member, Real Property, Probate, and Trust Law Section
- Member, Tax Law Section
- Member, Charlotte Estate Planning Council
- Member, Charlotte County Bar Association, current Treasurer
Community Involvement
- Peace River Botanical & Sculpture Gardens, board member and current Treasurer
- Coached his children in little league baseball, competitive soccer, and flag football
Personal
When not at work, Brett enjoys spending time with his wife, Annie, and children Corbin, Lily, and Walker. The family enjoys traveling and cheering on the Florida State Seminoles.