Duane Morris LLP, one of the 100 largest law firms in the world, is a full-service firm of more than 650 lawyers. In addition to legal services, Duane Morris has independent affiliates employing approximately 100 professionals engaged in other disciplines. With offices in major markets in the United States and internationally, Duane Morris represents clients across the U.S. and around the world.

Statement of Practice

Administrative Law, Accountants Liability, Admiralty and Maritime Law, Affordable Housing, Alternative Dispute Resolution, Antitrust and Trade Regulation, Appellate Practice, Architects and Engineers Liability, Aviation and Aerospace, Aerospace Law, Banks and Banking, Banking Litigation, Bankruptcy, Bankruptcy Chapter 11, Bankruptcy Reorganization, Business Development, Business Law, Business Litigation, Business Reorganization, Business Start-Ups, Business Taxation, Charitable Giving, Chemical Intellectual Property, Chemical Patent Prosecution, Civil Litigation, Civil Rights, Class Actions, Closely Held Business Law, Closely Held Corporations, COBRA, College and University Law, Commercial Law, Commercial Litigation, Commercial Real Estate, Complex Commercial Litigation, Computers and Software, Computer and Software Patents, Computer Law, Condominium Law, Construction Law, Construction Litigation, Consumer Law, Content Licensing, Copyrights, Copyright Infringement, Copyright Prosecution, Copyright Protection, Corporate Banking Law, Corporate Commercial Law, Corporate Finance, Corporate Law, Creditor Bankruptcy, Criminal Law, Customs Law, Debt Finance, Debtor and Creditor, Debtor and Creditor Rights, Debtor Bankruptcy, Deportation, Disability Benefits, Disability Insurance, Domain Names, E-Commerce, Education Law, Elder Law, Emerging Growth Companies, Eminent Domain, Employee Benefits, Employee Benefits Litigation, Employment Authorizations, Employment Discrimination, Employment Law, Employment Litigation, Energy, Energy Regulation, Environmental Law, Equipment Finance and Leasing, Equine Law, Equity Finance, ERISA, Estates and Asset Planning, Estate and Gift Taxation, Fair Housing, Family Law, Federal Income Tax, Fidelity and Surety, Fidelity and Surety Bonds, Finance, Financial Planning, Franchise and Franchising, Franchise Law, General Practice, Government, Government Investigations, Government Relations, Health Care, Health Care Compliance, Health Care Fraud, Health Maintenance Organizations, Homeowners Association Law, Housing Development, Housing Finance, Housing Law, Immigration and Naturalization, Immigration Law, Independent School Law, Information Technology, Initial Public Offerings, Insurance, Insurance Coverage, Insurance Defense, Insurance Litigation, Integrated Health Care Delivery, Intellectual Property, Intellectual Property Infringement, Intellectual Property Litigation, Intellectual Property Procurement, Intellectual Property Rights, International Energy Law, International Finance, International Law, International Taxation, International Trade, Internet Intellectual Property, Internet Law, Internet Patents, Joint Ventures, Labor and Employment, Land Use, Land Use Litigation, Leveraged Buyouts, Life and Health Insurance, Litigation, Local Government Law, Local Taxation, Low Income Housing, Managed Care, Managed Care Contracts, Mechanical Intellectual Property, Mediation, Medical Malpractice, Medicare and Medicaid, Mergers, Acquisitions and Divestitures, Mortgages, Municipal Bonds, Municipal Finance, Municipal Law, Natural Gas, Natural Resources, Nonprofit and Charitable Organizations, Oil and Gas Law, Partnership Law, Patents, Patent Licensing, Patent Prosecution, Personal Injury, Personal Injury Defense, Piracy, Political Asylum, Privatization, Private Foundations, Probate, Probate Litigation, Products Liability, Professional Liability, Professional Malpractice, Professional Negligence, Proxy Contests, Public Finance, Public Housing, Public Policy, Public School Law, Real Estate, Real Estate Acquisitions, Real Estate Development, Real Estate Litigation, Real Estate Tax Assessment, Regulatory Compliance, Regulatory Law, Reinsurance, Reorganization and Finance, RICO, Risk Management, Secured Creditors Rights, Securities, Securities Fraud, Securities Litigation, Securities Taxation and Telecommunications, Sexual Harassment, Shareholders Disputes, Shareholder Rights, Sports Law, State Government Law, Taxation, Torts, Toxic Torts, Trade Association Law, Trade Secrets, Trademarks, Trademark Licensing, Trademark Prosecution, Trademark Protection, Trusts and Estates, Unsecured Creditors Rights, Utility Law, Visas, Water Law, Water Rights, Web Site Development, White Collar Crime, Workers Compensation, Workouts, Wrongful Death, Zoning, Planning and Land Use.

Address

2700 North Military Trail, Suite 300
Boca Raton, FL 33431-1808, (Palm Beach Co.)

Phone

Phone: 561-962-2100
Fax: 561-962-2101

Website

http://www.duanemorris.com

Firm/Affiliate Offices

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

· Asset Protection

· Business Succession Planning

· Estates and Asset Planning

Professional Activities

· American Bar Association {newline}- Real Property, Probate and Trust Law Section {newline}-- Committee on Estate Planning and Drafting {newline}--- Co-Chairman, Subcommittee on Irrevocable Life Insurance Trusts {newline}- Section on Taxation {newline}-- Committee on Tax Legislation and Regulations {newline}--- Subcommittee on Disclaimers

· Florida Bar Association {newline}- Real Property, Probate and Trust Law Section {newline}- Probate and Guardianship Rules Committee {newline}- Probate Law Committee {newline}- Trust Law Committee {newline}-- Chairman {newline}-- Draftsman of Revisions to Chapter 737, Florida Statutes (Trust Administration) {newline}--- Chairman, Subcommittee on Antilapse Revisions {newline}- Section CL Publications Committee {newline}-- Co-Chairman {newline}- Consumer Protection Committee {newline}- Out-of-State Member Relations Committee {newline}- Estate and Trust Tax Planning Committee {newline}-- Vice Chairman {newline}- Asset Preservation Committee {newline}-- Vice Chairman {newline}-- Liaison with Asset Protection Subcommittee of Trust Law Committee {newline}- Tax Section {newline}-- Committee on Employee Benefits {newline}-- Committee on Professional Corporations {newline}-- Committee on Income Taxation of Estates and Trusts

· New York State Bar Association {newline}- Trusts and Estates Section {newline}- Committee on Estate Planning {newline}-- Subcommittee on Financial Planning {newline}--- Chairman {newline}-- Subcommittee on Community Property {newline}--- Chairman {newline}-- Subcommittee on Asset Protection Planning {newline}--- Co-Chairman {newline}- Trust Law Section

· Palm Beach County Bar Association {newline}- Probate Division {newline}- Continuing Legal Education Committee {newline}- Probate and Guardianship Rules Committee

· South Palm Beach County Bar Association {newline}- Probate Practice Committee {newline}- 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

Honors and Awards

· Top 100 Attorneys, Worth Magazine, 2005, 2006

· The Best Lawyers in America, 2006

· Strathmore's Who's Who Registry of Business Leaders

· Florida Super Lawyer, 2006, 2007, 2008

· Top Lawyer in Florida, South Florida Legal Guide, 2005-2009

· Annual Achievement Award, The Florida Bar, Real Property, Probate and Trust Law Section, 1993

Selected Publications

· 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

· "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

Member: 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.

(Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Tax and Estate Planning; Trusts and Estates; Entertainment; Tax-Exempt and Charitable Organizations; International Law; Wills; Probate.Email: Jerome L. Wolf, P.L.

ASSOCIATE

Danielle Rundlett Burns (Associate) admitted to bar, 2004, Florida. Education: University of Florida (B.S., cum laude; B.A., cum laude, 1998); University of Florida College of Law (J.D., cum laude, 2003); University of Florida College of Law (LL.M., Taxation, 2005).

Danielle Rundlett Burns practices in the area of estates and asset planning, assisting high-net-worth clients with estate planning, business succession planning and trust administration. Ms. Burns also advises clients on general tax matters, probate and trust administration, the preparation and review of estate planning documents, Federal Estate and Gift Tax Returns, and federal, state, gift and income tax issues.

Ms. Burns is a graduate of the University of Florida, Levin College of Law (J.D., cum laude, 2003; LL.M., Taxation, 2005), and the University of Florida (B.S., cum laude, B.A. cum laude, 1998).

Areas of Practice

· Estate Planning

· Business Succession Planning

· Estate and Trust Administration

Professional Activities

· The Florida Bar {newline}- Real Property and Probate Administration Section {newline}- Young Lawyers Division

· Florida Association of Women Lawyers

Experience

· Duane Morris LLP {newline}- Associate, 2009-present

· Tescher & Spallina, P.A. {newline}- Associate, 2009

· Gutter Chaves Josepher Rubin Forman Fleisher {newline}- Associate, 2005-2009

Member: The Florida Bar (Real Property and Probate Administration Section; Young Lawyers Division); Florida Association of Women Lawyers.

Practice Areas: Estate Planning; Business Succession Planning; Estate and Trust Administration.Email: Danielle Rundlett Burns

SPECIAL COUNSEL

Mayrav J. Bond (Special Counsel) born Ridgewood, New Jersey, August 16, 1973; admitted to bar, 1998, New York; 2005, Florida. Education: The Johns Hopkins University (B.A., 1994); Duke University School of Law (J.D., 1997); New York University School of Law (LL.M., 2001).

Mayrav Bond practices in the area of estate planning. Ms. Bond advises high net worth individuals with respect to their estate planning and asset protection needs, including gift tax, generation-skipping transfer tax and income tax.

In 2006, Ms. Bond was named a finalist in the Legal-Tax Category by the South Florida Business Journal Key Partners Awards. Admitted to practice in Florida and New York, Ms. Bond is a 1997 graduate of Duke University School of Law and a graduate of New York University School of Law (LL.M., Taxation) and The Johns Hopkins University (B.A.).

Areas Of Practice

· Estate Planning

Professional Activities

· American Bar Association

· Florida Bar Association

· New York Bar Association

Experience

· Duane Morris LLP {newline}- Special Counsel, 2008-present {newline}- Associate, 2007-2008

· Berger Singerman {newline}- Associate, 2004-2007

· Arnold & Porter LLP {newline}- Associate, 2001-2004

· Cahill Gordon & Reindel {newline}- Associate, 1999-2001

· Stroock & Stroock & Lavan LLP {newline}- Associate, 1997-1999

Civic and Charitable Activities

· Leadership Boca Class of 2006

Honors and Awards

· Finalist in the 2006 Key Partners Awards, sponsored by the South Florida Business Journal, in the Legal Tax category

Selected Speaking Engagements

· Speaker, "Family Limited Partnership Update: Is the IRS Winning the Battle?" SunTrust Bank's Trust & Estate Roundtable and Berger Singerman's WPTPG Breakfast Series, February 2006

Member: American Bar Association; Florida Bar Association; New York Bar Association.

Practice Areas: Tax Law; Trusts and Estates; Wills; Probate.Email: Mayrav J. Bond

Charles B. Shields, Jr. (Special Counsel) admitted to bar, 1999, Florida. Education: University of Florida (B.S., with high honors, 1996); University of Florida College of Law (J.D., with honors, 1999); University of Florida College of Law (LL.M., Taxation, with honors, 2000).

Charles B. Shields practices in the areas of tax, estate planning and asset protection, probate and trust administration, as well as strategic tax planning and structuring involving corporations, partnerships and limited liability companies. He regularly counsels individuals on estate planning strategies designed to minimize taxes and protect wealth for future generations, as well as business succession planning. He has developed asset protection structures for real estate developers and other clients with significant risk and also advises clients on probate and trust administration issues, including federal gift and estate tax returns.

Mr. Shields' practice also includes advising individuals and businesses (for profit and not-for-profit) on federal, state and local tax issues such as debt workouts, as well as non-tax issues, from the formation of the business to the ultimate disposition of the business. He also advises tax-exempt organizations on general business and tax issues, including the formation and operation of low-income housing tax credit partnerships.

Mr. Shields is a graduate of the University of Florida College of Law (LL.M., Taxation, with honors, 2000; J.D., with honors, 1999) and a graduate of the University of Florida.

Areas of Practice

· Estates and Asset Planning

· Tax Law

· Corporate

Professional Activities

· Florida Bar Association {newline}- Tax Section {newline}- Real Property, Probate & Trust Section

· American Bar Association

Experience

· Duane Morris LLP {newline}- Special Counsel, 2009-present

· Bilzin Sumberg Baena Price & Axelrod LLP {newline}- Partner, 2008-2009 {newline}- Associate, 2003-2007

· Porter, Wright, Morris & Arthur LLP {newline}- Associate, 2000-2003

Selected Publications

· Co-Author, "Tax Consequences of Real Estate Debt Workouts - 'Don't Let a Bad Situation Turn Worse,'" Bilzin Sumberg Baena Price & Axelrod LLP Alert

Selected Speaking Engagements

· "Recent Developments in Family Limited Partnerships," The Florida Bar Tax Section, 2006

Member: Florida Bar Association (Tax Section; Real Property, Probate & Trust Section); American Bar Association.

Practice Areas: Estates and Asset Planning; Tax Law.Email: Charles B. Shields, Jr.