Roundtable Continental Breakfast- Topic: Modern-Day Estate Planning Challenges: What Roles Should Effective Advisors Play in Working with High-Net Worth Families with Difficult Heirs?
Date: Thursday, November 6, 2014
Time: 7:30am - 9:00am
Location: The Country Club at Mirasol
Speaker: Patrick M. Whitehead, J.D., LL.M.
Patrick is an attorney focusing on estate planning, probate and trust administration, guardianship issues, and non-profit counsel. He is the managing shareholder and founder of Whitehead Law Offices and is the current general counsel to Palm Beach Atlantic University.
Patrick counsels high net worth individuals in all aspects of effective estate planning, asset transfer, and tax planning. Additionally, he has extensive experience in setting up non-profit entities for his clients.
Education
- New York University, LL.M., Taxation, 1997
- University of Florida, Levin College of Law, J.D., with honors, 1996
- Florida State University, B.S., 1993
Practice Areas
- Estate Planning
- Probate and Trust Administration
- Guardianship
Bar Admissions
- Florida Bar
Professional Associations and Memberships
- Real Property, Probate & Trust Law Section; Florida Bar
- Tax Section; Florida Bar
- East Coast Estate Planning Council
- Palm Beach County Estate Planning Council
- Planned Giving Council of Palm Beach County
Awards and Accolades
Honors
- Senior Research Editor, Florida Law Review
Seminars and Presentations
- “Estate Planning Update” Raymond James 2012
- "Copyright Issues for Faculty," Seminole Community College, 2008
- "Under Attack: Partial Property Tax Exemptions for Educational Institutions," Florida Bar Education Law Committee, 2007
- "Attorney General Opinion 2007-20," Independent Colleges and Universities of Florida-Presidents' Retreat, 2007
- "Regulatory Alphabet, Risk Management Conference for Law School Administrators," Stetson College of Law, 2007
- "Integrating Retirement Plans into the Estate Planning Process," Lorman Education Services, 2001
Publications
- "Under Attack: Partial Property Tax Exemptions for Educational Institutions," 6 Educ. L.J. 4-6 (2007)
- Editor of Education Law Journal; Florida Bar
Civic and Community Service
- Director, Area Agency on Aging
- Past Director, Urban Youth Impact
- Past Director, Junior Achievement
- Past Director, Strategic Cultural Initiatives
- Past Director, Gulfstream Goodwill Foundation
