Aug. 17, 2021
Three experienced wealth management attorneys have joined Nelson Mullins Riley & Scarborough LLP to expand its private wealth management and trusts and estates practice in Florida and beyond. Jonathan Gopman, Cynthia Bock, and Joe Cox join as partners from Akerman LLP and are based in Naples, Florida.
Gopman, who will co-chair the Private Wealth Services group, focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning. He is the originator of the idea for the statutory tenancy by the entireties trust (commonly referred to as a “STET,” a term he coined) that is set forth in § 3574(f) of Title 12 of Chapter 35 of the Delaware Statutes. In 2011 and 2012, Jonathan assisted the government of Nevis in revising its trust laws set forth in the Nevis International Exempt Trust Ordinance by rewriting almost the entire ordinance. Gopman is a well-known speaker on wealth and tax planning topics around the globe and is an author over 100 publications. Gopman will also manage the firm’s new office in Naples.
Bock works with families and individuals to create and execute plans that protect assets and plan for the future. Her practice focuses on estate planning, estate and trust administration, estate and gift tax planning, charitable planning, and forming and advising nonprofit organizations. Active in the legal and civic communities, she frequently speaks and writes on estate planning and taxation issues and works with a variety of organizations in the Naples area.
Cox is a nationally recognized lawyer with four decades of experience advising individuals and families in estate planning, insurance, trusts, and tax. Cox was named by Worth Magazine as “One of the Top 100 Attorneys in the Nation.” He was also selected by Florida Trend Magazine as “One of the Top 1.6% of Lawyers in Florida,” and “One of the Top 34 Wills, Trusts, & Estate Planning Lawyers.” He frequently speaks and writes on tax planning topics such as income taxes, insurance trusts, irrevocable trusts, and offshore asset protection trusts.
Nelson Mullins’ private wealth services include experienced trust and estate-planning attorneys with domestic and international experience in will contests, intentional interference with inheritance claims, challenges to capacity, undue influence, fraud, and related claims. Our attorneys have served as lead counsel with experience in both defending fiduciaries against damages claims and pursuing fiduciaries for breaches of duties.
Established in 1897, Nelson Mullins is an Am Law 100 firm that has more than 800 attorneys and government relations professionals with offices in 11 states and Washington, DC. For more information on the firm, go to www.nelsonmullins.com.
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