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Brandon Royce Simon
Senior Associate
1905 NW Corporate Blvd
Suite 310
Boca Raton, FL 33431
Brandon’s practice focuses on estate planning (both domestic and international), asset protection, estate and trust administration, and business planning for affluent individuals and their businesses. He also focuses on domestic and international tax matters. Brandon takes a holistic approach, carefully considering each client’s tax and liability needs to achieve their unique personal and financial goals.
He...
Brandon’s practice focuses on estate planning (both domestic and international), asset protection, estate and trust administration, and business planning for affluent individuals and their businesses. He also focuses on domestic and international tax matters. Brandon takes a holistic approach, carefully considering each client’s tax and liability needs to achieve their unique personal and financial goals.
He is experienced in preparing the full gamut of estate planning documents for ultra-high net worth individuals, including revocable trusts, wills, spousal lifetime access trusts, life insurance trusts, and grantor retained annuity trusts. Brandon is also experienced in planning for the transfer of business interests from generation to generation while minimizing transfer and income taxes. He is adept at breaking down complex concepts into easily understandable concepts, which enables him to listen to a client’s goals and unique situations while reducing tax exposure and increasing liability protection.
He has experience advising business entities and owners on Florida law and federal taxation issues through all phases of the business lifecycle. His experience as an estate planning and tax lawyer allows him to advise on these matters with an eye towards succession planning and overall tax reduction.
Brandon is well-versed in international tax planning as he has experience regularly advising multi-national families on business and tax issues. His practice includes pre-immigration planning, expatriation planning, and planning for cross-border exposure.
is experienced in preparing the full gamut of estate planning documents for ultra-high net worth individuals, including revocable trusts, wills, spousal lifetime access trusts, life insurance trusts, and grantor retained annuity trusts. Brandon is also experienced in planning for the transfer of business interests from generation to generation while minimizing transfer and income taxes. He is adept at breaking down complex concepts into easily understandable concepts, which enables him to listen to a client’s goals and unique situations while reducing tax exposure and increasing liability protection.
He has experience advising business entities and owners on Florida law and federal taxation issues through all phases of the business lifecycle. His experience as an estate planning and tax lawyer allows him to advise on these matters with an eye towards succession planning and overall tax reduction.
Brandon is well-versed in international tax planning as he has experience regularly advising multi-national families on business and tax issues. His practice includes pre-immigration planning, expatriation planning, and planning for cross-border exposure.
Experience
Representative Matters
- Use of gifting via lifetime exemption to reduce gift, estate, generation skipping transfer, and income tax exposure.
- Probate and trust administration for estates up to ten figures.
- Form and advise tax-exempt organizations.
- Drafted advanced-estate planning documents, including but not limited to: SLATs, ILITs, DAPTs, and GRATs.
- Gifting of hedge fund and private equity interests.
- Creation of “complex trusts” to stack QSBS exclusions and save millions in income tax.
- Represented owners in sale of sale of nine-figure eye care corporation to private equity firm.
- Represented original investors in joint venture (LLC) in the adult beverage industry with cross-border issues and incentive-based equity vesting provisions.
- Represented majority owner in sale of minority interest of ten-figure mortgage lender.
- Represented majority owners in sale of minority interests of closely held internet sales/services LLC.
- Represented owners of golf equipment corporation in deferred sales arrangement.
- Drafted business entity documents for syndicated real estate investments, including operating agreements designed to tackle disposition, managerial, and testamentary issues.
- Regularly form business entities and create governing instruments (operating agreements for LLCs, partnership agreements for partnerships, and shareholders/stockholders agreements for corporations.
- Regularly draft business entity governing instruments with built-in deal terms.
- Drafted equity incentive documents, including options and phantom stock plans.
- Create and advise tax-exempt business entities.
Previous Professional Experience
- Law clerk and attorney, Boca Raton-based boutique law firm (2018—2025)
- Attorney, Boca Raton office of international law firm (2020—2021)
Education
-
University of Florida Levin College of Law,
LLM,
Taxation
- Graduated first in class (4.00/4.00)
- Graduate Editor, Florida Tax Review
-
University of Miami School of Law,
JD,
magna cum laude
- Order of the Coif (top 10%)
- Editorial Board Member, University of Miami Law Review
- Dean’s List (four semesters)
- President, Cardozo Jewish Legal Society
- Advanced Tax Preparer (IRS VITA/TCE Certification), Volunteer Income Tax Assistance Program
-
Florida Atlantic University,
BS,
Finance,
summa cum laude
- Graduate of the University Honors Program
- Fraternity and Sorority Scholar of the Year
- Vice President, Jewish Student Union
- Vice President, Alpha Epsilon Pi
- President’s List (5 semesters)
- Dean’s List (8 semesters)
Admissions
- Florida
Representative Matters
- Use of gifting via lifetime exemption to reduce gift, estate, generation skipping transfer, and income tax exposure.
- Probate and trust administration for estates up to ten figures.
- Form and advise tax-exempt organizations.
- Drafted advanced-estate planning documents, including but not limited to: SLATs, ILITs, DAPTs, and GRATs.
- Gifting of hedge fund and private equity interests.
- Creation of “complex trusts” to stack QSBS exclusions and save millions in income tax.
- Represented owners in sale of sale of nine-figure eye care corporation to private equity firm.
- Represented original investors in joint venture (LLC) in the adult beverage industry with cross-border issues and incentive-based equity vesting provisions.
- Represented majority owner in sale of minority interest of ten-figure mortgage lender.
- Represented majority owners in sale of minority interests of closely held internet sales/services LLC.
- Represented owners of golf equipment corporation in deferred sales arrangement.
- Drafted business entity documents for syndicated real estate investments, including operating agreements designed to tackle disposition, managerial, and testamentary issues.
- Regularly form business entities and create governing instruments (operating agreements for LLCs, partnership agreements for partnerships, and shareholders/stockholders agreements for corporations.
- Regularly draft business entity governing instruments with built-in deal terms.
- Drafted equity incentive documents, including options and phantom stock plans.
- Create and advise tax-exempt business entities.
Previous Professional Experience
- Law clerk and attorney, Boca Raton-based boutique law firm (2018—2025)
- Attorney, Boca Raton office of international law firm (2020—2021)
Professional Activities
- Member, Greater Boca Raton Estate Planning Council
- Member, Florida Bar Real Property, Probate, and Trust Law Section
- Member, Florida Bar Tax Section
- Member, Florida Bar Young Lawyers Division
Community
- Board Member, Florida Atlantic University’s Palm Beach County Alumni Chapter
- Board of Trustees, Congregation Shaarei Kodesh
Brandon’s practice focuses on estate planning (both domestic and international), asset protection, estate and trust administration, and business planning for affluent individuals and their businesses. He also focuses on domestic and international tax matters. Brandon takes a holistic approach, carefully considering each client’s tax and liability needs to achieve their unique personal and financial goals.
He... is experienced in preparing the full gamut of estate planning documents for ultra-high net worth individuals, including revocable trusts, wills, spousal lifetime access trusts, life insurance trusts, and grantor retained annuity trusts. Brandon is also experienced in planning for the transfer of business interests from generation to generation while minimizing transfer and income taxes. He is adept at breaking down complex concepts into easily understandable concepts, which enables him to listen to a client’s goals and unique situations while reducing tax exposure and increasing liability protection.
He has experience advising business entities and owners on Florida law and federal taxation issues through all phases of the business lifecycle. His experience as an estate planning and tax lawyer allows him to advise on these matters with an eye towards succession planning and overall tax reduction.
Brandon is well-versed in international tax planning as he has experience regularly advising multi-national families on business and tax issues. His practice includes pre-immigration planning, expatriation planning, and planning for cross-border exposure.
Experience
The 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.Representative Matters
- Use of gifting via lifetime exemption to reduce gift, estate, generation skipping transfer, and income tax exposure.
- Probate and trust administration for estates up to ten figures.
- Form and advise tax-exempt organizations.
- Drafted advanced-estate planning documents, including but not limited to: SLATs, ILITs, DAPTs, and GRATs.
- Gifting of hedge fund and private equity interests.
- Creation of “complex trusts” to stack QSBS exclusions and save millions in income tax.
- Represented owners in sale of sale of nine-figure eye care corporation to private equity firm.
- Represented original investors in joint venture (LLC) in the adult beverage industry with cross-border issues and incentive-based equity vesting provisions.
- Represented majority owner in sale of minority interest of ten-figure mortgage lender.
- Represented majority owners in sale of minority interests of closely held internet sales/services LLC.
- Represented owners of golf equipment corporation in deferred sales arrangement.
- Drafted business entity documents for syndicated real estate investments, including operating agreements designed to tackle disposition, managerial, and testamentary issues.
- Regularly form business entities and create governing instruments (operating agreements for LLCs, partnership agreements for partnerships, and shareholders/stockholders agreements for corporations.
- Regularly draft business entity governing instruments with built-in deal terms.
- Drafted equity incentive documents, including options and phantom stock plans.
- Create and advise tax-exempt business entities.
Previous Professional Experience
- Law clerk and attorney, Boca Raton-based boutique law firm (2018—2025)
- Attorney, Boca Raton office of international law firm (2020—2021)
Education
-
University of Florida Levin College of Law,
LLM,
Taxation
- Graduated first in class (4.00/4.00)
- Graduate Editor, Florida Tax Review
-
University of Miami School of Law,
JD,
magna cum laude
- Order of the Coif (top 10%)
- Editorial Board Member, University of Miami Law Review
- Dean’s List (four semesters)
- President, Cardozo Jewish Legal Society
- Advanced Tax Preparer (IRS VITA/TCE Certification), Volunteer Income Tax Assistance Program
-
Florida Atlantic University,
BS,
Finance,
summa cum laude
- Graduate of the University Honors Program
- Fraternity and Sorority Scholar of the Year
- Vice President, Jewish Student Union
- Vice President, Alpha Epsilon Pi
- President’s List (5 semesters)
- Dean’s List (8 semesters)
Admissions
- Florida
Practice Areas
- Member, Greater Boca Raton Estate Planning Council
- Member, Florida Bar Real Property, Probate, and Trust Law Section
- Member, Florida Bar Tax Section
- Member, Florida Bar Young Lawyers Division
- Board Member, Florida Atlantic University’s Palm Beach County Alumni Chapter
- Board of Trustees, Congregation Shaarei Kodesh
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