Workshop -- Statutory Update: Risk Management for the Life Insurance Trust Trustee
Patrick J. Lannon is of counsel with Goldman Felcoski & Stone P.A. He practices in the areas of estate planning, estate administration, and trust administration. He is admitted to practice in Florida and New York.
Patrick earned his undergraduate degree (B.A., summa cum laude, 1991) from Columbia University where he was elected to Phi Beta Kappa and his law degree (J.D., magna cum laude, 1996) from Harvard University where he was a member of the Journal of Law and Public Policy.
Patrick is board certified by the Florida Bar in Wills, Trusts and Estates and “AV” rated by Martindale-Hubbell. He is a member of the Real Property, Probate and Trust Law Section of The Florida Bar. He is a Circuit Representative and a member of the Section's Trust Law, Estate and Trust Tax Planning, and Attorney Trust Officer Liaison Conference Committees. He is a past member of the Probate Rules Committee of the Florida Bar, Secretary of the South Dade Estate Planning Council, a member of the Miami Beach Estate Planning Group, and Secretary of the Estate Planning Council of Greater Miami. Patrick is listed in Florida Super Lawyers in 2010 and was listed as a Rising Star in 2009. He was chosen as one of the 2010 Florida Legal Elite by Florida Trend. Patrick is a past board member of the Miami MetroZoo “Feast for the Beast” fundraiser. Patrick lectures frequently on estate planning, probate and trust topics and is the author of the following publications:
“Domicile Planning - Don’t Take it for Granted,”
The Florida Bar Journal, January 2006
“Planning Opportunities With Irrevocable Life Insurance Trusts,”
Estate Planning, May 2007
“What Every Attorney Needs to Know About Estate Planning,”
The Florida Bar Journal, November 2007
“Challenging Inter Vivos Transfers Procured by Undue Influence: Factors to Consider,”
The Florida Bar Journal, March 2008
“The ILIT “Accommodation Trustee” – Florida Law Options,”
Actionline, Fall 2008
“Trust Owned Life Insurance Portfolio Management – Statutory Reduction of Fiduciary Liability,”
Steve Leimberg's Estate Planning Email Newsletter - Archive Message #1342, September 10, 2008
“Jittery Markets - and Clients – Create Need for Flexible Estate Plans,”
Practical Tax Strategies, May 2009 (with Michael Gerson)
“Cochran v. KeyBank – TOLI Case Law Guidance,”
Steve Leimberg's Estate Planning Email Newsletter - Archive Message #1486, June 29, 2009 (with Barry Flagg). For a reprint, see Actionline, Fall 2009
