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Hahn Loeser & Parks LLPPartner
Jeffrey M. Folkman
Pro

Jeffrey M. Folkman

5.0
1 review

5811 Pelican Bay Boulevard, Suite 650, Naples, FL 34108

Business Law, Middle Market, Mergers & Acquisitions and 6 more

About Jeffrey M. Folkman

Estate Planning and Estate Trust Administration

Jeffrey M. Folkman is experienced in all phases of estate and charitable planning for individuals and families, including those where family-owned businesses are involved. Plans range from the modest in size to the very large and sophisticated. He works extensively with corporate trustees, financial planners, insurance agents, accountants and consultants. Jeffrey is also experienced in the administration of trusts and estates.

Corporate and Entrepreneurial Services

Jeffrey is knowledgeable with stock and asset acquisitions, dispositions and mergers, business restructuring, and buy-sell agreements.

He is an advisor to entrepreneurs in establishing, growing and maintaining newly-established business ventures.

Taxation and Employee Benefits

Jeffrey’s taxation and employee benefits practice consists of corporate and partnership tax planning, including limited liability companies, partnerships, and S corporations.

Jeffrey is knowledgeable in all phases of ERISA, including the design and implementation of defined benefit pension, profit sharing, cash balance, 401(k) and 403(b) tax-sheltered annuity plans, and employee stock ownership plans (ESOPs), with particular emphasis on ESOPs, S corporation ESOPs and the use of retirement plans to shelter income for highly-compensated employees and owners of the business.

He is experienced in the design and implementation of executive compensation plans of all types, including split-dollar, deferred compensation, restricted stock, phantom stock, and stock option plans, including plans funded through rabbi trusts.

Jeffrey has designed and implemented welfare plans, including health, disability, life and dependent care insurance plans, premium conversion plans, flexible spending accounts, cafeteria plans, and VEBAs.

He is experienced in the design and implementation of corporate or bank-owned life insurance plans (so-called “COLI” and “BOLI” plans).

Professional History

• Partner, Hahn Loeser & Parks LLP, 1986-present; Associate, 1984-85

• Associate, Guren, Merritt, Feibel, Sogg & Cohen, 1981-84

• Associate, Squire, Sanders & Dempsey, 1978-81

Experience

BestDrive, LLC, a Subsidiary of Continental Tire the Americas, LLC

February 01, 2016

Continental Automotive Systems

October 01, 2015

Publications & Speaking Engagements

"Dirty Dozen" Estate Planning Mistakes ...and how to detect and avoid them

March 12, 2016

"Business Planning"

October 13, 2013

2009 Required Minimum Distributions from IRAs and Certain Retirement Plans Suspended

January 29, 2009

Awards & Distinctions

The Best Lawyers in America®, Employee Benefits Law, 2008-21; Tax Law, 2009, 2012-21, Litigation - Trusts and Estates, 2021, Nonprofit/Charities Law, 2021

Top Lawyer, Naples Illustrated, Employee Benefits Law, Tax Law, 2018, 2020

FIVE STAR: Best in Client Satisfaction Wealth Managers, 2009-12

AV Preeminent®, Martindale-Hubbell

Memberships & Affiliations

Florida Bar Association, Member

 

Jeffrey M. Folkman (Naples, Florida) View website

Awards

AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Jeffrey M. Folkman got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Jeffrey M. Folkman

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Services

Areas of Law

  • Business Law
  • Trusts and Estates 1
    • Estate Planning
  • Other 7
    • Middle Market
    • Mergers & Acquisitions
    • Taxation & Employee Benefits
    • Nonprofit & Art Law
    • Fiduciary Litigation
    • Trusts & Estates
    • Taxation & Tax Controversy

Experience

  • Bar Admission & Memberships
    Admissions
    1978, Ohio
    2003, Florida
    Memberships
    Florida Bar Association.
  • Education & Certifications
    Law School
    Harvard Law School
    Class of 1978
    J.D.
    cum laude; Legislative Research Bureau
    Other Education
    Brown University
    Class of 1975
    B.A.
    Applied Mathematics, magna cum laude; Phi Beta Kappa; Sigma Xi

    Brown University
    Class of 1975
    M.S.
    Computer Science

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Attorneys FAQs

  • Is this attorney admitted to the bar in more than one state?
    Yes, Jeffrey M. Folkman is admitted to practice in Florida and Ohio.
  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Jeffrey M. Folkman has a 5.0 Peer Rating from Martindale-Hubbell.
  • How many attorneys are in this law firm?
    Hahn Loeser & Parks LLP has 130 attorneys at this location.
  • What law school did this attorney attend?
    Jeffrey M. Folkman attended Harvard Law School.
  • What year was this attorney's law firm established?
    Hahn Loeser & Parks LLP was established in 1920.

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• Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

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