Jerome L. Wolf, P.L.
Partner
Duane Morris LLP
Boca Center Tower II
5100 Town Center Circle, Suite 650
Boca Raton, FL 33486-9000
USA
Phone: +1 561 962 2111
Fax: +1 561 516 6317
Email: jlwolf@duanemorris.com

Jerome L. Wolf, P.L. has more than 30 years of experience as a trusts and estates lawyer and practices in the areas of estate, tax, asset protection and business succession planning for high net worth families. He provides sophisticated transfer and generation-skipping tax strategies to successful individuals and advises closely held corporations, partnerships and other business entities on succession and asset protection planning structures.

Mr. Wolf is a board-certified Wills, Trusts and Estates Lawyer by the Board of Legal Specialization of The Florida Bar, and speaks and writes extensively on estate and related planning topics. He has been recognized by Worth magazine as one of the top 100 wealth management attorneys in the country.

Mr. Wolf is a 1973 graduate of Duquesne University School of Law and a graduate of The George Washington University.

Areas of Practice

• Wealth Planning
• Asset Protection
• Business Succession Planning
• Estates and Asset Planning

Professional Activities

• American Bar Association
  - Real Property, Probate and Trust Law Section
  -- Committee on Estate Planning and Drafting
  --- Co-Chairman, Subcommittee on Irrevocable Life Insurance Trusts
  - Section on Taxation
  -- Committee on Tax Legislation and Regulations
  --- Subcommittee on Disclaimers
• Florida Bar Association
  - Real Property, Probate and Trust Law Section
  - Probate and Guardianship Rules Committee
  - Probate Law Committee
  - Trust Law Committee
  -- Chairman
  -- Draftsman of Revisions to Chapter 737, Florida Statutes (Trust Administration)
  --- Chairman, Subcommittee on Antilapse Revisions
  - Section CL Publications Committee
  -- Co-Chairman
  - Consumer Protection Committee
  - Out-of-State Member Relations Committee
  - Estate and Trust Tax Planning Committee
  -- Vice Chairman
  - Asset Preservation Committee
  -- Vice Chairman
  -- Liaison with Asset Protection Subcommittee of Trust Law Committee
  - Tax Section
  -- Committee on Employee Benefits
  -- Committee on Professional Corporations
  -- Committee on Income Taxation of Estates and Trusts
• New York State Bar Association
  - Trusts and Estates Section
  - Committee on Estate Planning
  -- Subcommittee on Financial Planning
  --- Chairman
  -- Subcommittee on Community Property
  --- Chairman
  -- Subcommittee on Asset Protection Planning
  --- Co-Chairman
  - Trust Law Section
• Palm Beach County Bar Association
  - Probate Division
  - Continuing Legal Education Committee
  - Probate and Guardianship Rules Committee
• South Palm Beach County Bar Association
  - Probate Practice Committee
  - Tax Law Committee
• Bahamian Financial Services Board, Commonwealth of the Bahamas
• International Association for Financial Planning
• Greater Boca Raton Estate Planning Council
• East Coast Estate Planning Council
• Broward County Estate Planning Council
• Palm Beach Martin County Estate Planning Counsel

Admissions

• Florida
• New York

Education

• Duquesne University School of Law, J.D., 1973
• George Washington University, B.A., 1970

Honors and Awards

• 2013 Top Rated Lawyers in Taxation Law
• Top Rated Lawyers, Trust & Estates, The American Lawyer, 2013
• Florida Super Lawyer, 2006-2013
• Top Lawyer in Florida, South Florida Legal Guide, 2005-2012
• The Best Lawyers in America, 2007-2013
• South Florida's Best Lawyers, 2011
• Top 100 Attorneys, Worth Magazine, 2005, 2006
• Strathmore's Who's Who Registry of Business Leaders
• Annual Achievement Award, The Florida Bar, Real Property, Probate and Trust Law Section, 1993
• AV® Preeminent™ Peer Review Rated by Martindale-Hubbell

Selected Publications

• Author, "Home Is Where You Hang Your Hat: The Significance of Domicile Planning," Duane Morris Alert, March 21, 2013
• Author, "Legal Considerations for Protecting the Physician's Assets," The Journal of Medical Practice Management, March/April 2011
• Editor, Asset Protection in Florida, published by The Florida Bar; author of Chapter 7, "Creditors' Rights to Assets in Trust"
• Author, "The Importance of Domicile in Asset Preservation Planning," The Florida Bar Journal, Vol. 79, No. 10, November 2005
• Author, "The Florida Advantage Presented by PNC Private Bank," PNC Bank, 1999
• Author, "1995 Legislative Modifications to Florida's Trust Claims Procedures," The Florida Bar Journal, Vol. 69, No. 9, October 1995
• Author, "Revocable Trusts - The Case for Statutory Reforms," The Florida Bar Journal, Vol. 65, No. 10, November 1991
• Author, "Financial Planning for the Disabled and Elderly Florida Resident," The New York State Bar Association Journal, October 1990
• Author, "Qualified Cash or Deferred Arrangements" and "Taxable Year of Trust," Tax Reform Act of 1986 Highlights Report and Practitioner's Alert Lists, December 1986
• Author, "Florida Living Will," The Florida Bar Journal, Vol. 59, No. 4, April 1985
• Co-author, "Creditors Rights and Spendthrift Clauses," Administration of Trusts in Florida (now in its Fifth Edition), The Florida Bar, Continuing Legal Education, 1999, 2001, 2005, 2007
• Co-author, "Severing Joint Property Interests Report of Committee on Estate Planning and Drafting: Inter Vivos Transfers and Property Ownership)," Real Property, Probate and Trust Journal, Vol. 16, No. 3, Fall 1981
• Co-author, "Planning for Terminally Ill Client's Estate," Estate Planning, Vol. 7, No. 5, September 1980
• Contributing Author, "Robinson's Estate Planning," Gerald J. Robinson and Sanford J. Schlesinger, Law Journal Seminars Press, 1977. Sections on "Domicile," "Clifford Trusts," "Gifts to Minors," "Crummey Trusts," and "Split Dollar Insurance." Assisted on various other sections of the book.

Selected Speaking Engagements

• Speaker, "Defending Those 2012 Gifts When The IRS Comes Knocking," Florida Bar Real Property Probate and Trust Law Section's Trust and Litigation Symposium 2013, Fort Lauderdale and Tampa, May 9-10, 2013
• Panelist, "Celebrity Big Bucks and International Wealth Management: Income Tax, Estate and Asset Protection Planning For The Entertainer and Athlete," American Bar Association Fourth Annual International Legal Symposium on the World of Music, Film, TV and Sports, Miami Beach, May 2-3, 2013
• Panelist, "What to Do When the Worst Happens," Florida Institute of CPAs' (FICPA) Estate and Financial Planning Conference, Fort Lauderdale, December 2, 2010
• Speaker, "Estate Planning After the Sunset," Atlantic Chapter of the Florida Institute of Certified Public Accountants' seminar, November 23, 2010
• Speaker, "Estate Planning in an Ever-Changing Environment: Looking Back and Forward in 2010," Florida Bar Legal Education Committee and the Real Property Probate & Trust Law Section program, Orlando, Florida, November 19, 2010
• 2010 Lecturer, Florida Graduate Trust School, Florida Bankers Association
• "Self Settled Spendthrift Trusts: An Estate Planning Trend in an Asset Protection World?" The Florida Bar's 28th Annual Attorney/Trust Officer Liaison Conference, Palm Beach, Florida, June 18-21, 2009
• Program Chair and Speaker, "Creditors' Rights to Assets in Trust," Asset Protection in Florida CLE seminar, Tampa, Florida, November 12, 2008; Fort Lauderdale, Florida, November 13, 2008
• Panel Member, "Wealth Protection & Counseling in the New Age," Florida Bar CLE Committee, Real Property, Probate and Trust Law Section, Tampa, Florida, April 28, 2006
• "Cross-Border Asset Protection and Recovery," American Bankruptcy Institute 2008 Caribbean Insolvency Symposium, Hollywood, Florida, January 17-18, 2008
• "Asset Protection Planning for Physicians," Florida Institute of Certified Public Accounts, 2006 Health Care Industry Conference, Orlando, Florida, April 27, 2006
• "Drafting Marital and Credit Shelter Trusts in Uncertain Times," Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's How to Draft Trusts in 2005: Yes, You Still Have a Job (Co-Chair), Tampa and Miami, Florida, November 2005
• "Intestate Succession and Allowances," Florida Legal Education Association's Estate Planning the Real World, Orlando, Florida, October 14, 2005
• "Self-Settled Trusts and 'Similar Devices' After BAPCPA," Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's Estate Planners Beware: New Laws, Rules and Regulations (Chair), Orlando, Florida, September 23, 2005
• "FLP's and LLC's," NBI, Unraveling the Mystery of Asset Protection, Fort Lauderdale, Florida, November 8, 2004
• "Thanksgiving Fixin's for the Estate Planning Lawyer,", Florida Bar CLE Committee, Real Property, Probate and Trust Law Section (Co-Chair), Fort Lauderdale, Florida, November 4, 2004
• "How to Protect Assets," Florida Bar CLE Committee, Family Law Section's Fees and Costs in Family Law, Miami Lakes and Tampa, Florida, October 2004
• "Asset Protection Planning," South Florida Financial Planning Association's 2004 FPA Conference and Expo, Fort Lauderdale, Florida, June 4, 2004
• "Strategies," Palm Beach County Estate Planning Council's Asset Protection, North Palm Beach, Florida, May 18, 2004
• Panel Member, "The Prudent Investor Rules - How to Avoid Liability as a Fiduciary," Community Foundation for Palm Beach and Martin Counties, Boca Raton, Florida, April 28, 2004
• "Non-Tax Aspects of Estate Planning: Protecting Your Assets," Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's Customizing the Estate Plan, Fort Lauderdale and Tampa, Florida, December 2002
• "Drafting the Estate Plan After EGTRR," Florida Bar CLE Committee, Real Property, Probate and Trust Law Section's Estate Plan Odyssey 2001 (Chair), Fort Lauderdale and Tampa, Florida, October 2001
• "The Basics of Living Trusts," "Defining Estate Administration" and "Understanding Basic Tax Procedures," Institute for Paralegal Education, Estate Planning and Probate for the Paralegal/Legal Assistant in Florida, West Palm Beach, Florida, September 7, 2001