About Us
The PLAN
Too many people focus on the ESTATE in ESTATE PLANNING. One does not need to have an estate to PLAN for their assets and loved ones. Let us assist you with creating your PLAN.
Services Offered
Estate Planning
- Revocable Trusts
- Last Will and Testament
- Durable Power of Attorney
- Health Care Proxy
- Living Will
- Irrevocable Trusts
Business Planning
- Business Succession Planning
- Entity formation
International Planning
- International Estate and Tax Planning
Estate Administration (Probate)
- Formal Administration
- Summary Administration
Trust Administration
- Limited Trust Administration services
- Full Trust Administration services
Real Estate/Title Services
- Act as a Title and Closing Agent for real estate transactions.
- Represent Buyers and Sellers in their real estate dealings.
Attorney Bio
For over a decade, Attorney Gotlieb has been practicing exclusively in the areas of domestic and international estate planning and estate administration. He has focused on assisting his clients in making sure that their assets are distributed in accordance with their wishes, while minimizing their tax liability.
Additionally, Attorney Gotlieb represents buyers and sellers in their real estate dealings. Furthermore, we can serve in the role as title and closing agent for real estate transactions throughout Florida.
Attorney Gotlieb graduated from Yeshiva University, receiving a B.A. in Economics. He received his J.D. from Touro Law Center in New York, as well as an LL.M. in International Law from the University of Miami School of Law. Attorney Gotlieb is admitted to the Florida Bar and is a member of the Real Property and Probate section of the Florida Bar. He is also a member of the international organization S.T.E.P. (Society of Trust and Estate Practitioners).
Attorney Gotlieb was designated as a Super Lawyer Rising Star in 2017, 2018 and 2021. He was also listed as "Top Lawyer 2022" in the September 2022 issue of the Boca Observer.
Attorney Gotlieb sits on the boards of the Levis JCC in Boca Raton, FL (Co-Chair of their Special Needs Department), the Anti-Defamation League (Florida), and currently is the Chair of the Fifteenth Judicial Circuit Grievance Committee C of the Florida Bar.