Palma , Matthew

In addition to his juris doctor, Matthew Palma holds a master of laws in estate planning from the University of Miami School of Law Heckerling Graduate Program.

Palma primarily focuses his practice in the areas of estate planning, trusts, estate and tax matters. He is well-versed and fully prepared to advise clients on the following matters: asset protection; revocable living trusts; estate tax marital deduction planning and credit shelter trusts; irrevocable life insurance trusts for disposition of insurance proceeds; charitable trusts to minimize income or estate tax liabilities; gifting to trusts; preparation and review of corporate shareholder agreements, partnership agreements and limited liability company operating agreements; last wills and testaments, living wills, health care surrogate designations and durable powers of attorney; probate administration and trust administration.

Unfortunately, disputes sometimes arise during probate and trust administration. Palma is fully prepared to advise in all areas of probate and trust litigation, including: will contests; trusts contests; claims of undue influence; claims of lack of capacity; probate accountings; trust accountings; actions brought against personal representatives; actions brought against trustees; federal and state tax litigation, including tax appropriation issues; and creditor claim actions.

Palma is an active member of various professional and community organizations. He is a member of the board of directors for Dave’s House, Inc., a non-profit charitable organization dedicated to permanent supportive housing for homeless individuals with mental illness.

Bar Membership

Florida

Education

University of Miami School of Law Heckerling Graduate Program in Estate Planning
Miami, Florida, 2015
LL.M., Estate Planning

Barry University Dwayne O. Andreas School of Law
Orlando, Florida, 2014
J.D., Juris Doctor

Florida State University
Tallahassee, Florida, 2009
B.A., Humanities

Affiliations

The Florida Bar
Member

Dave’s House, Inc.
Member, Board of Directors