Patrick J. Lannon

Area of Focus: Tax
Patrick is a graduate of Harvard Law School and a board-certified specialist in Wills, Trusts, and Estates. Patrick represents high-net-worth individuals both domestic and international with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated business succession, income, and estate tax planning strategies. He also assists personal representatives, trustees, and beneficiaries with estate and trust administration and advises fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
Q & A
What sets your practice apart from that of other estate planning attorneys?
Most estate planning attorneys narrowly focus their practice on wills and trusts and on estate and gift taxation. Our team provides a more comprehensive customized approach that provides these "traditional" services at a high level but also takes into account a client's related issues such as business succession planning, asset protection planning, income tax minimization, and charitable planning. Our recommendations may include the use of entities such as limited liability companies, vehicles such as private foundations, and agreements such as prenuptial or postnuptial agreements. We take the time to get to know our clients and fill in the gaps that may have been left by a less complete approach. This comprehensive customized approach also applies to our related estate and trust administration and litigation services.
What recent representation are you most proud of?
One client that stands out came into our office for "basic" estate planning documents. By taking the time to get to know the client concerns we were able to point out errors in past income tax reporting that resulted in a seven-figure income tax refund. Through this planning we were able to significantly improve the client's current financial situation while also working to reduce eventual estate tax and provide an economic legacy for the client's family across generations.
What type of relationship do you have with a client's other advisors?
The ideal client representation is a team effort that includes close consultation with a client's other advisors such as investment advisors, trust officers, accountants, insurance advisors, charitable advisors, attorneys, and business consultants. It is my experience that clear lines of communication lead to better results for the client, ultimately saving the client money.
  • Harvard University, J.D., magna cum laude, 1996
    Columbia University, B.A., summa cum laude; Phi Beta Kappa, 1991
  • Estate Planning Council of Greater Miami
    Past President
    Past Board Member
    The Florida Bar
    Probate Rules Committee, Past Member
    Real Property, Probate & Trust Law Section, Past Executive Council Member
    Real Property, Probate & Trust Law Section Attorney/Trust Officer Liaison Conference Committee, Past Vice Chair
    Real Property, Probate & Trust Law Section, Past At Large Member
    Greater Miami Tax Institute
    Miami Beach Estate Planning Group
    South Dade Estate Planning Council
    Past President
    Past Board Member
    UM Center for Autism and Related Disabilities
    Constituency Board Member
  • Florida
    New York
  • Florida Super Lawyers, 2010 - present

    Florida Trend, Legal Elite, 2010; 2014 - 2015; 2017

    AV® Peer Review Rated, Martindale-Hubbell

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