|
0
|
0
Edward Smith III, J.D. has a diverse financial background with over three decades of varied experience including national public accounting, major financial institutions, and law. He was a practicing tax and estate planning lawyer in Connecticut and Florida. Mr. Smith concentrates on comprehensive wealth transfer strategies, tax and estate planning, asset protection, family office planning and structuring, business entity structuring. He has extensive experience in business, estate and family planning matters for ultra high net worth individuals and families. In addition, Mr. Smith represents nonprofit entities and counsels clients on their philanthropic goals including the specific tax implications of private foundations, charitable trusts, and other sophisticated planned giving structures. Mr. Smith has been a frequent speaker at seminars on various tax, financial, and estate planning topics, and has served on the editorial advisory board for a national estate planning publication. He has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.