|   | | Law Firm in Jacksonville, Florida | |
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| | Address | | 501 Riverside Avenue, Suite 600 | | Jacksonville, Florida 32202 | | (Duval Co.) | | | |
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(Main Office)
| Fisher, Tousey, Leas & Ball practices in the following areas of law:
Federal Income, Estate and Gift Taxation, Estate Planning, Probate, Pension and Profit Sharing Law. ERISA Planning and Compliance. Tax Litigation, Corporate and Business Law. Real Estate, Elder Law and Guardianship. | | Year Established: 1978 | Firm Profile:
Fisher, Tousey, Leas & Ball, established in 1978, practices in the areas of federal and state taxation, estate planning and administration, guardianship pension and compensation planning, real estate law, corporate law, business law and elder law. While clients include individuals and publicly held corporations, special emphasis is given to the needs of closely held businesses, their owners and other high net worth individuals. Many of the firm's attorneys are board certified and published in the areas of taxation or estate planning and probate. Litigation practice is limited to matters involving taxation, probate and qualified plans. | | Firm Size: 16 | References:
Bank of America; Wachovia Bank, National Association; Merrill Lynch Trust Co.; SunTrust, North Florida, N.A. |
Other Office Locations of Fisher, Tousey, Leas & Ball
Fernandina Beach, Florida, U.S.A.
Ponte Vedra Beach, Florida, U.S.A.
| | MEMBERS OF FIRM | | John S. Ball (Member) born Gladwin, Michigan; admitted to bar, 1974, Georgia; 1977, U.S. Tax Court; 1979, Florida and U.S. Claims Court; 1982, U.S. Court of Appeals, Eleventh Circuit. Education: Oglethorpe University (B.A., magna cum laude, 1971); Emory University School of Law (J.D., 1974); Georgetown University (LL.M., Taxation, 1978). Member of Board, Emory Law Journal, 1973-1974. Co-Author: "Defending the Accumulated Earnings Tax Case," The Florida Bar Journal, December, 1998. Trial Attorney: Office of Chief Counsel, Internal Revenue Service, Washington, D.C., 1974-1976; Office of District Counsel, Internal Revenue Service, Richmond, Virginia, 1977-1979. Member: Jacksonville and American Bar Associations; The Florida Bar; State Bar of Georgia. (Board Certified Tax Lawyer, Florida Board of Legal Specialization and Education). Practice Areas: Taxation; Corporate Law; Business Law; Estate Planning. Email: John S. Ball | | Robert A. Dawkins (Member) born Falls Church, Virginia; admitted to bar, 1980, Florida. Education: University of North Carolina at Chapel Hill (B.A., 1978; J.D., 1980). Phi Beta Kappa; Order of the Coif. Author: "Another Bite at the Apple: Using the Alternate Valuation Election to Restore a Credit Shelter Trust," Probate and Property, Jan/Feb, 2002; "The Disclaimer - The Estate Planner's New Best Friend," Actionline, Summer-Fall 2001; "Private Letter Ruling Allows Gifts from QTIP Trust," Actionline, July-October 1999. Co-Author: "Basic Practice Under Florida Probate Code," Fourth Edition, The Florida Bar, 2005. Member: Jacksonville and American (Member, Real Property, Probate and Trust Law Section) Bar Associations; The Florida Bar (Member, Real Property, Probate and Trust Law Section). (Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Estate Planning; Probate; Trust Administration; Post Mortem Tax Planning; Guardianship. Email: Robert A. Dawkins | | Michael W. Fisher (Member) born Jacksonville, Florida; admitted to bar, 1967, Florida. Education: University of Pennsylvania (B.S., 1964); Stetson University (J.D., 1967). Delta Theta Phi. Certified Public Accountant, Florida, 1969. Author: "Regressive Taxation under IRC Sections 121 and 1034," Taxes—The Tax Magazine, September, 1969; "Recent Litigation Highlights New Obstacles for Florida Timber Owners Seeking Long Term Capital Gains Treatment for Receipts under Timber Cutting Contracts," The Florida Bar Journal, July, 1975. Co-Author: "Administration of Trusts in Florida," The Florida Bar, 1981; "Charitable Alternatives for Retirement Accumulation," The Review of Taxation of Individuals, Fall, 1992; "Charitable Gift Annuities: Opening the Door for Smaller Split Interest Gifts", Actionline, The Florida Bar, Spring, 1999; "Florida Homestead: A Difficult Post-Mortem Estate Tax Planning Property," The Florida Bar Journal, January, 2002. Member: Jacksonville (Chair, Trust and Probate Section, 2001-2004) and American Bar Associations; The Florida Bar (Chair, Charitable Organizations and Philanthropic Planning, Member, Sections on: Real Property; Probate; Trust Law). (Board Certified Wills, Trusts and Estates Lawyer, and Tax Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Estate Planning; Taxation. Email: Michael W. Fisher | | Beverly H. Furtick (Member) born Greenwood, South Carolina; admitted to bar, 1985, Florida and South Carolina. Education: University of South Carolina (B.S., in Business Administration, 1982); University of South Carolina (J.D., 1985). Phi Beta Kappa. Co-Author: "Defending the Accumulated Earnings Tax Case," The Florida Bar Journal, December 1998. Member: Jacksonville and American (Member, Real Property, Probate and Trust Law Section) Bar Associations; The Florida Bar; South Carolina Bar. (Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Estate Planning; Probate; Guardianship; Taxation. Email: Beverly H. Furtick | | John E. Lawlor, III (Member) born Chicago, Illinois; admitted to bar, 1975, Florida; 1990, U.S. Tax Court. Education: Washington and Lee University (B.S., 1972); University of Florida (J.D., with honors, 1975; LL.M., Taxation, 1989). Member, Editorial Board, Florida Law Review, 1975. Assistant U.S. Attorney, Middle District of Florida, 1978-1989. Estate Tax Attorney, Internal Revenue Service, 1975-1978. Member: Jacksonville and American Bar Associations; The Florida Bar. (Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Estate Planning; Taxation; Litigation; Probate; Guardianship. Email: John E. Lawlor, III | | Michael R. Leas (Member) born Jacksonville, Florida; admitted to bar, 1979, Florida. Education: Duke University (B.A., magna cum laude, 1976; J.D., 1979). Member: Jacksonville and American (Member, Section of: Taxation) Bar Associations; The Florida Bar (Member, Sections on: Tax; Business Law); Employee Benefits Council of Northeast Florida (President, 1990). (Board Certified Tax Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Taxation; Pension and Profit Sharing Plans; ERISA; Employee Benefits; Corporate Law; Business Law. Email: Michael R. Leas | | Robert N. Miller (Member) born October 2, 1963; admitted to bar, 1995, Florida, U.S. District Court, Middle District of Florida, U.S. Court of Appeals, Eleventh Circuit and U.S. Tax Court. Education: Washington & Lee University (B.A., magna cum laude, 1985; J.D., cum laude, 1994). Member, Washington & Lee Law Review, 1992-1993. Member: Jacksonville Bar Association, The Florida Bar (Member, Sections on: Real Property, Probate and Trust; Elder Law). [Lt., U.S. Army, 1985-1989]. (Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Trusts and Estates; Wills; Probate; Guardianship; Elder Law. Email: Robert N. Miller | | Mary A. Robison (Member) born St. Paul, Minnesota; admitted to bar, 1983, Florida. Education: University of Minnesota Duluth (B.A., magna cum laude, 1980); Duke University (J.D., 1983). Phi Kappa Phi. Co-Author: "Florida Homestead: A Difficult Post-Mortem Estate Tax Planning Property," The Florida Bar Journal, January 2002. Chair, The Florida Bar Real Estate Certification Committee, 2004-2005. Member: Jacksonville and American (Member, Section of Taxation) Bar Associations; The Florida Bar (Member, Real Property, Probate and Trust Law Section). (Board Certified Real Estate Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Real Estate; Taxation; Corporate Law; Business Law. Email: Mary A. Robison | | Clay B. Tousey, Jr. (Member) born Jacksonville, Florida; admitted to bar, 1976, Florida. Education: University of Florida (B.S.B.A., 1973); Duke University (J.D., 1976). Order of the Coif. Member, Editorial Board, Duke Law Journal, 1975-1976. Co-Author: Comment, 1975 Duke Law Journal 1417, 1975; "Administration of Trusts in Florida," The Florida Bar, 1981; "Basic Practice Under Florida Probate Code," The Florida Bar, 1989. Contributing Editor, "Estate Planning," Journal of Partnership Taxation, 1989-1995. Lecturer: Estate Planning for Owners of Closely Held Businesses, N.Y.U. Institute on Federal Taxation, 1989; Estate Administration, Florida Institute on Federal Taxation, 1994. Member: Jacksonville and American Bar Associations; The Florida Bar (Member, Real Property, Probate and Trust Law Section). Fellow, American College of Trust and Estate Counsel. (Also at Ponte Vedra Beach Office) (Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education). Practice Areas: Estate Planning; Probate. Email: Clay B. Tousey, Jr. | | OF COUNSEL | | W. Hamilton Traylor (Of Counsel) admitted to bar, 1981, Florida. Education: University of Virginia (B.A., 1978); University of Florida School of Law (J.D., with honors, 1981). Order of the Coif. Member: Jacksonville and American (Member, Section on Business Law) Bar Associations; The Florida Bar (Member, Section on Business Law). Practice Areas: Business Law; Corporate Law; Partnership Law; Securities; Mergers and Acquisitions. Email: W. Hamilton Traylor | | ASSOCIATES | | Krista Waldron Ray (Associate) born Quantico, Virginia; admitted to bar, 2000, Florida. Education: University of Florida (B.S.B.A., with honors, 1997; J.D., with high honors, 2000). Order of the Coif. Member: Jacksonville and American Bar Associations; The Florida Bar. Practice Areas: Estate Planning; Probate; Taxation; Pension and Profit Sharing Plans; Employee Benefits. Email: Krista Waldron Ray | | Shannon P. Valentine (Associate) born Lakeland, Florida; admitted to bar, 2003, Florida. Education: Florida Southern College (B.S., summa cum laude, 1998); University of Florida (J.D., magna cum laude, 2003; M.B.A., 2003). Omicron Delta Kappa. Certified Public Accountant, Florida, 1999. Member: American Bar Association. Practice Areas: Estate Planning Law; Taxation Law. Email: Shannon P. Valentine | | Allison N. Landgraff (Associate) born Hartford, Connecticut; admitted to bar, 2004, Florida. Education: University of Florida (B.S.B.A. in Finance, summa cum laude, 2001; J.D., magna cum laude, 2004; LL.M. in taxation, 2005). Order of the Coif. Recipient, Graduate Tax Scholar, 2004-2005. Member, Editorial Board, University of Florida Journal of Law and Public Policy, 2002-2004. Member: Jacksonville and American Bar Associations; The Florida Bar. Practice Areas: Taxation; Corporate Law. Email: Allison N. Landgraff | | Carrie O. Boyles (Associate) born Gainesville, Florida; admitted to bar, 1999, Florida and Nebraska. Education: Cornell College (B.A., 1999); University of Nebraska (J.D., 2004). Member: The Florida Bar(Member, Real Property, Probate and Trust Law Section); The Nebraska Bar; Jacksonville and American Bar Associations. Practice Areas: Real Estate; Taxation. Email: Carrie O. Boyles | | Clay B. Tousey, III (Associate) admitted to bar, 2005, North Carolina. (Not admitted in Florida). Education: Harvard University (A.B., 2002); University of Virginia School of Law (J.D., 2005). Order of the Coif. Author: "Exceptional Circumstances: The Material Benefit Rule in Practice and Theory," 28 Campbell Law Review (July, 2006). Practice Areas: Trusts and Estates; Corporate Law. Email: Clay B. Tousey, III | | David Duncan (Associate) born West Palm Beach, Florida, October 9, 1980; admitted to bar, 2006, Florida. Education: University of Florida (B.S., 2002; J.D., 2006; LL.M., 2008). Practice Areas: Wills; Trusts and Estates; Probate. Email: David Duncan | Other Office Addresses: Links to Other Offices
Ponte Vedra Beach, Florida Office: 818 A1A North, Suite 104, 32082. Telephone: 904-285-2601.
Fernandina Beach, Florida Office: 5211 S. Fletcher Avenue, Suite 270, 32034. Telephone: 904-321-1220.
| | Maintains an office in more than one location. |
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