Michael D. Miller

Mike has extensive experience in the areas of estate planning, entity and business planning, and asset protection planning. Actions in these areas range from the essential to the sophisticated, and include preparing wills, revocable and irrevocable trusts, advance medical directives, powers of attorney, and grantor retained annuity trusts (GRATs).

Entity and business planning involves:

Selecting the best form of entity to own property or operate a business

Preparing the necessary documents to form and operate the entity (for example leases, employment agreements, and buy-sell agreements)

Considering the management and control of the entity

Analyzing and implementing the eventual transfer of its ownership to successors

All must be in the most efficient tax manner taking into account the business and personal desires of the client.

Mike handles all aspects of matters involving qualified plans, including their implementation, submission to the IRS for a favorable determination letter, and preparation of qualified domestic relations orders that transfer a plan benefit from one spouse to another spouse incident to a divorce.

Mike enjoys the challenge of analyzing and integrating these legal areas and developing the plan that best addresses the particular needs of the client. Mike is married and has two sons.

Professional Associations

Hillsborough County Bar Association

The Florida Bar (Member, Tax Section)

Tampa Bay Estate Planning Council

Florida West Coast Employee Benefits Council

University of South Florida Professional Advisory Council of Estate and Financial Planners