Nathan R.  Brown

Nathan Brown is a senior counsel in the Private Client Services Department. 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.

Nathan is a member of the 2017-2019 class of the Dennis I. Belcher ACTEC Young Leaders, a former Trusts & Estates Fellow (class of 2015-2017) and current Vice-Chair of the Business Investment Entities, Partnerships, LLCs & Corporations Committee for the Real Property, Trusts & Estates Section of the American Bar Association, and a member of the inaugural class of the Florida Fellows Institute of the American College of Trust and Estate Counsel.  Nathan received his law degree, summa cum laude, from the University of Maine, and his LL.M. in Taxation from the University of Florida, where he received the Richard B. Stephens Award.  He is admitted to practice in Florida and Washington, D.C.