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Matthew Palma

Associate

390 North Orange Avenue
Suite 1400
Orlando, FL 32801
matthew.palma@nelsonmullins.com

Matthew 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...

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Matthew 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, healthcare surrogate designations, and durable powers of attorney; probate administration and trust administration.

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, healthcare surrogate designations, and durable powers of attorney; probate administration and trust administration.

Matthew 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, healthcare surrogate designations, and durable powers of attorney; probate administration and trust administration.

Experience

Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

  • Advises in various 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

Education

  • University of Miami School of Law Heckerling Graduate Program, LLM, Estate Planning (2015)
  • Barry University Dwayne O. Andreas School of Law, JD (2014)
  • Florida State University, BA, Humanities (2009)

Admissions

  • Florida

Practice Areas

  • The Florida Bar 
  • Board of Directors, Dave’s House, Inc.
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