Seth R. Kaplan

office managing partner

About 

Seth R. Kaplan is the Office Managing Partner of Boca Raton/Miami locations. He began  his career at major national and international  law firms. He has over 25 years of experience and is admitted  to  the  New  York  Bar,  North  Carolina  Bar  and  Florida  Bar.  Seth  has been recognized  by  his peers  in  the  South  Florida  Legal  Guide,  Super Lawyers, and  Florida Trend’s Legal Elite. He also holds the Accredited  Estate Planner®  (AEP®)  designation.  He concentrates  his  practice  in  the  areas  of  tax  and  estate  planning  for  high  net  worth individuals  both  domestic  and international,  wealth  protection,  planning  for startups and tech businesses, and planned giving. His clients range from Gen X and Millennial entrepreneurs  to private equity fund managers and public company executives to high net worth investors and retirees.

In addition to assisting individuals and families reduce their tax exposure and organize their affairs,  Seth  has  been  involved  in  planning  and  coordinating   major  gifts  to  national universities  and  other  charitable  organizations.  Some  of  the  organizations  include  the University  of  Miami, Cornell  University,  Drexel  University,  the  University  of  Florida  and Dartmouth College, as well as the United Way of Miami-Dade and the Greater Miami Jewish Federation. Seth works with a number of families, some for over 20 years, assisting them as a trusted advisor and dealing with issues including business succession planning and post- mortem  tax  planning,  as well  as real  estate  and corporate  issues as they  relate  to  tax planning.  He  also  has  been  involved   in  the  development   of  sophisticated   business succession plans utilizing techniques such as intra-family carried interests and series LLCs, as well as the “Hub and Spoke approach”  to combine estate planning and planned giving goals, based on the original Delta Airlines and FedEx models.

Seth has lectured  extensively  on topics  that focus on personal  tax planning,  taxation  of trusts, international  planning, and high impact charitable giving. He has spoken at the NYU Institute  on Federal  Taxation, the American  Bar Association,  Section  of Taxation  and for several professional advisor groups. He received his B.A. from Northwestern  University, and LL.M. in Estate Planning and J.D. from the University of Miami School of Law.

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