Jeffrey Gad Bio

Jeffrey Gad focuses his practice on representing individuals emphasizing a broad range of probate, business and taxation related issues. His practice integrates the personal and estate tax planning concerns of individuals with tax and business planning for their closely-held businesses. As part of his corporate practice, Jeffrey assists businesses with choice-of-entity planning, the formation of business entities, business contracts, such as the preparation, review and negotiation of operating agreements and shareholder agreements. In addition to his corporate practice, Jeffrey has extensive experience in all aspects of probate and trust administration, including the preparation of estate tax returns. Jeffrey is also experienced in probate, trust and guardianship litigation and appeals, including will and trust contests and cases involving capacity, undue influence, determination of beneficiaries, homestead challenges, powers of attorney, spousal elective share, estate claims, breach of fiduciary duty, and tortious interference with inheritance. He also represents clients with IRS audits and investigations and has successfully resolved estate tax audits involving valuation issues raised by the use of family limited partnerships in estate planning. Jeffrey has been recognized for his professional accomplishments in several publications, including The Best Lawyers® in America for Trusts and Estates and Tax Law (2013 – 2020), Florida Trend’s Legal Elite (2015 – 2020) and by Super Lawyers (2021).