About Jeffrey D. Glickman
With a practice dedicated to estate planning and trust administration, Jeffrey D. Glickman helps clients at all levels of wealth with their myriad and unique legal issues — both for matters during their lifetime and legacy planning beyond. A CPA and former tax accountant, Jeff combines his nuanced legal acumen of estate planning with the complex tax considerations of transferring wealth. Jeff's clients appreciate his attention to detail and his robust analytical skills. Jeff believes that estate planning is too important and can be too costly to correct. So, Jeff puts extensive effort into ensuring clients achieve their goals, no matter what unknowns may eventually surface. With extensive and comprehensive experience working with corporate trustees, Jeff is a sought-after counselor for trust modifications, providing the best service possible — and creative solutions — for all types of clients. He is licensed to practice law in Florida and Illinois and is a trusted resource in advising clients on establishing Florida residency.
Educating and empowering clients should be part of any good estate plan or administrative matter
Jeff makes it a point to ensure his clients truly understand the mechanics of their estate plans so clients can see for themselves that their wishes have been properly addressed. He firmly believes estate planning is too important to simply rely on an attorney's say so. Estate planning (and the tax strategies that go with it) are often not intuitive. Jeff breaks down the various estate planning components, using terms and illustrations that make the abstract much more understandable. He also helps clients with transferring their ownership interests in their businesses to best leverage their available estate planning techniques. In addition, he helps ensure that business owners have a well-designed succession plan in place for the next generation so that uncertainty regarding the direction of the business can be mitigated to the greatest extent possible.
Practice Focus
- Private wealth
- Fiduciary litigation
- Private client services
News
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August 15, 2024
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January 25, 2024
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August 17, 2023
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August 15, 2023
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January 24, 2023
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August 18, 2022
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August 19, 2021
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August 20, 2020
Publications
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November 20, 2023
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November 17, 2022
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November 22, 2021
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September 24, 2021
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January 15, 2021
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November 24, 2020
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November 25, 2019
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December 4–7, 2018
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November 19, 2018
Presentations and Events
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November 9, 2023Moderator
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October 11, 2023
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April 21, 2023Estate Planning Hot Topics for 2023
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February 22, 20232023andMe: Key Tips for Wealth Planners for the Year Ahead
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September 22, 2022
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August 24, 2022Help(!) in Navigating the Long and Winding Roads: Estate Planning with Cryptocurrency and Florida SLATs
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November 18, 2021Presenter
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November 10, 2020Speaker
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October 14, 2020Speaker | Advising UHNW Families During a Period of Seismic Changes
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