Attorney at Law
140 Sixth Avenue, Suite B
Post Office Box 033148
Indialantic, Florida 32903
Phone: (321) 729-9455
Fax: (321)768-2655
Kurt has been practicing in the areas of estate planning, estate administration, and taxation for more than twenty years. Prior to opening his practice, Kurt was a shareholder in a Brevard County law firm where he headed the firm's Trusts and Estates division. Prior to practicing law, Kurt had seven years of public accounting experience, the most recent of which was with the Chicago office of Price Waterhouse.
Kurt is a member of the bar associations in the states of Florida and Illinois, and has been admitted to practice before the U.S. Tax Court. In addition, Kurt has maintained his license as a Certified Public Accountant.
Kurt's education consists of:
Bachelor's Degree in Accounting from Stetson University in 1979
Master's Degree in Business Administration from Stetson University in 1980
Law Degree from Thomas M. Cooley Law School in 1985
Kurt is a member of the Brevard County Estate Planning Council, a frequent lecturer on estate planning and taxation, and has written various articles on estate planning for local publications. He has been certified by the Florida Bar since 1997 as a specialist in Wills, Trusts, and Estates law.
Kurt's experience is as follows:
Estate Planning for Individuals
- Wills and Pourover Wills
- Revocable Trusts (Living Trusts)
- Durable Powers of Attorney
- Health Care Surrogate Designations
- Living Wills
- Advice and Funding of Revocable Trusts to Minimize Probate Administrations
Tax and Business Succession Planning
- Family Limited Partnerships
- Limited Liability Corporations (LLCs)
- Life Insurance Trusts
- Qualified Personal Residence Trusts
- Complex Generation-Skipping Transfer Planning, including testamentary and inter vivos Generation-Skipping Transfer Tax Trusts
- Annual Gifting to Minimize Estate and Gift Taxes
IRA Planning
- Minimum Distribution Planning
- Optimal Devises of IRAs to beneficiaries, including trust beneficiaries
Estate and Trust Administration
- Probate Administration of Wills (formal and summary)
- Administration of Revocable Trusts
Post Mortem Tax Planning
- Income Tax Planning for Estates and Trusts to minimize taxes
- Advice and Recommendations for Optimal Positions on Federal Returns
- Handling of IRS Estate Tax Audits and Appeals
Charitable Giving
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Advice on Charitable Gift Annuities and Other Charitable Gifts
- Formation and Administration on Charitable Foundations (Family Foundations)
International Tax and Estate Planning
- Taxation of Non-Resident Beneficiaries of U.S. Trusts
- Estate Planning for Persons with Assets in Foreign Countries
- Qualified Domestic Trusts for Non-Resident Spouses
Business Organizations
- Choice of Business Entity
- Limited Liability Corporations
- Corporations (Including S Corporations)
- Partnerships
Non-Profit Organizations
- Advice on Formation and Management
- Tax Policy and Private Inurement
Current activities include:
- Board of Directors for Brevard County Estate Planning Council
- Board of Directors for Community Foundation of Brevard, Inc.
- Youth Coach for Baseball, Basketball, and Soccer
Recent past involvements:
- Board of Governors for the Florida Institute of Certified Public Accountants
- Past President, Florida Institute of Certified Public Accountants - Brevard Chapter
- FICPA Estate Planning Committee Chairman - State of Florida
- President for Wuesthoff Health Systems Foundation, Inc.
- Board of Directors for Wuesthoff Health Systems Foundation, Inc.
- Board of Directors for Brevard Museum of Art and Science, Inc.
- Leadership Brevard Graduate
- Board of Directors, Brevard Community College Foundation, Inc.
- President, St. Katherine Greek Orthodox Church, Melbourne, Florida.
- Board of Directors for South Beaches Little League
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