Nathan Brown is an Associate in the Personal Planning Department, resident in the Boca Raton office. Nathan advises clients on a wide range of tax and estate planning matters, as well as estate and trust administration. He assists high net worth individuals and families develop suitable estate plans to maximize and protect the transfer of wealth to future generations.
Nathan is experienced in implementing advanced estate planning techniques, including irrevocable insurance trusts, grantor retained annuity trusts, sales to defective grantor trusts, inter vivos qualified terminable interest property trusts, family limited partnerships, all aspects of estate and trust administration and preparing Federal Estate Tax Returns.
In law school, Nathan received the Faculty Significant Achievement Award and the Outstanding Scholastic Achievement Award in Taxation, and in the process of earning his LL.M. he served as a Graduate Editor of the Florida Tax Review and received the Richard B. Stephens Award, given to the most outstanding student in the graduate tax program.