Jeffrey M. Gad

Jeffrey M. Gad


Johnson, Pope, Bokor, Ruppel & Burns LLP

Recognized since 2013

Tampa, Florida

Practice Areas

Tax Law

Trusts and Estates

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Jeffrey Gad focuses his practice on representing individuals, with an emphasis on estate planning, probate and trust administration, probate litigation and business planning. His practice integrates the personal and estate tax planning concerns of individuals with tax and business planning for their closely held businesses. As part of his corporate practice, Jeffrey assists businesses with choice-of-entity planning, the formation of business entities, business contracts, such as the preparation, review and negotiation of operating agreements and shareholder agreements. In addition to his corporate practice, Jeffrey has extensive experience in all aspects of probate and trust administration, including the preparation of estate tax returns. Jeffrey is also experienced in probate, trust and guardianship litigation and appeals, including will and trust contests and cases involving capacity, undue influence, determination of beneficiaries, homestead challenges, powers of attorney, spousal elective share, estate claims, breach of fiduciary duty, and tortious interference with inheritance. He also represents clients with IRS audits and investigations and has successfully resolved estate tax audits involving valuation issues raised by use of family limited partnerships in estate planning.

Location
  • 400 N Ashley Drive, Suite 3100
    Tampa, FL 33602
Education
  • Nova Southeastern University, J.D., graduated 1999
  • University of Florida, BA, graduated 1994
Bar Admissions
  • Florida, Florida Bar

Recognized in The Best Lawyers in America® 2025 for work in:
  • Tax Law
  • Trusts and Estates
Awards:
  • The Best Lawyers in America©, 2013-2020, Listed in Florida for Trusts and Estates and Tax Law
  • Florida Trend’s Legal Elite 2015-2020, Listed for Wills, Trusts & Estates Law

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Publications

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