Seth R. Kaplan

Office Managing Partner

AREAS OF EXPERTISE:

Private Wealth & Taxation, Trusts & Estates

Seth R. Kaplan

Office Managing Partner

AREAS OF EXPERTISE:

Private Wealth & Taxation, Trusts & Estates

Bio

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.

Seth is originally from South Florida and is an avid Miami Hurricanes fan. His wife Amy was born in Queens and grew up in Manhattan. She worked as a clinical nutritionist for a nonprofit in New York assisting homeless individuals and is now an insolvency attorney and member of the Bankruptcy Bar Association of the Southern District of Florida. She is still a Yankees fan. 

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