Practice and Experience
Rachel is a partner in the firm's Trusts and Estates and Tax Law departments. Rachel practices in the areas of estate planning, probate and trust administration and litigation, business succession planning and tax planning for high net worth individuals, business owners, and fiduciaries. She enjoys working with clients to design and implement plans to carry out their estate planning objectives, and often helps families and fiduciaries through the estate and trust administration process, including related tax issues and will and trust disputes.
Rachel earned her law degree, with honors, from the University of Florida Levin College of Law in 1999, subsequently earning her Master of Laws in Taxation from the University of Florida in 2001. Prior to attending law school, Rachel received her Bachelor of Arts degree from the University of South Florida in 1994, where she majored in International Studies. Rachel earned her law degree, with honors, from the University of Florida Levin College of Law in 1999, subsequently earning her Master of Laws in Taxation from the University of Florida in 2001. Prior to attending law school, Rachel received her Bachelor of Arts degree from the University of South Florida in 1994, where she majored in International Studies.
Rachel is one of fewer than 350 board certified Wills, Trusts and Estates attorneys in Florida. She is active in the Real Property, Probate & Trust Law Section of the Florida Bar and is a graduate of the inaugural class of the American College of Trusts & Estates Counsel (ACTEC) Florida Fellows Institute. She frequently speaks on estate planning topics including charitable giving. A Tampa native, she lives in Tampa with her husband and her two young children.
Probate, trust and guardianship administration
Federal income, estate and gift taxation
Charitable giving and exempt organizations
Probate and trust litigation
Board Certified by The Florida Bar in Wills, Trusts and Estates
AV Preeminent Peer Review Rated by Martindale Hubbell
Best Lawyers in America (Trusts & Estates 2016)
Super Lawyers Top 50 Women Lawyers in Florida (2015, 2016)
Florida Super Lawyers (Estate Planning and Probate 2014-2016, Rising Star 2009-2012)
Florida Trend Legal Elite (Wills, Trusts & Estates 2013-2014, 2016, Up & Comer 2012)
Tampa Bay Business Journal Up and Comer, 2009
James M. ”Red” McEwen Award for Outstanding Service to the Bar and the Community, Hillsborough County Bar Association, 2006
University of Florida Levin College of Law (J.D., with honors, 1999; LL. M. in taxation, 2001)
University of South Florida (B.A. in International Studies, 1994)
The Florida Bar U.S. Tax Court
PROFESSIONAL AND COMMUNITY ASSOCIATIONS:
The Florida Bar
Real Property, Probate and Trust Law Section
Asset Protection Committee
Trust Protector and Representation Subcommittees of the Trust Law Committee
American Bar Association (Tax Section; Real Property Probate and Trust Section)
Florida Fellows Institute of the American College of Trusts & Estates Counsel (ACTEC), 2016 Inaugural Class
USF Women in Leadership & Philanthropy
Hillsborough County Bar Association
Real Property, Probate and Trust Law Section Co-Chair, 2007-2010
Leadership Institute, 2008 Inaugural Class
Community Service Committee Co-Chair, 2004-2007
Tampa Bay Estate Planning Council
WEDU Professional Advisory Group Continuing Education Committee, 2009-present
PRESENTATIONS AND PUBLICATIONS:
“Biel and Statute of Limitations for Proceedings Supplementary,” Asset Protection Committee of the Florida Bar Real Property, Probate and Trust Law Section, October 2015.
“Last Wills of Prominent Celebrities,” 2008-2016.
“Disposition of Assets upon the Death of the Child,” The Lawyer (a publication of the Hillsborough County Bar Association), April 2009.
“Planning and Probate Practice Pointer: Adopted and Emancipated Heirs in Intestate Estates,” The Lawyer (a publication of the Hillsborough County Bar Association), co-author, September 2008.
“Practice Pointer: Residuary Homestead Devise,” The Lawyer (a publication of the Hillsborough County Bar Association), April 2008.
“A Comparative Analysis of The Channel Islands and Isle of Man TIEAs,” Tax Notes International, co-author, December 16, 2002, at 1127.
“U.S. Tax Information Exchange Agreements: A Comparative Analysis,” Tax Notes International, co-author, October 14, 2002, at 145.
Settling IRS Examinations and Tax Court Cases,” Tax Notes International, co-author, July 8, 2002, at 235.
Phone: (813) 253-2020
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