Experience

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  Affiliated 1031, LLC

  • Miami, Florida, United States

  • Partner

    • Jun 2022 - Present
    • Miami, Florida, United States

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  Marin, Eljaiek, Lopez, & Martinez, P.L.

  • Partner

    • Jan 2015 - Dec 2022

    • Advise domestic and international clients on tax and estate planning strategies, in bound tax implications, probate issues, asset protection issues, and real estate matters, as well as create tax efficient structures for clients.• Draft comprehensive estate plans including, wills, enhanced life estate deeds, advanced directives, revocable trusts, qualified domestic trusts, irrevocable life insurance trusts, grantor retained annuity trusts, family limited partnerships, intentionally defective grantor trusts, and other tax savings vehicles, and counsel clients on the tax benefits of each structure. • Developed strategic transitions and corporate structures to reduce tax liabilities of high-net-worth U.S. Citizens and non-U.S. Citizen Latin Americans resulting in multi-million dollar tax savings.• Probate and administer estates, including distribution and probate litigation. • Draft operating agreements and sale and purchase agreements for multimillion dollar property acquisitions and corporate transactions.• Draft pleadings, motions, and appellate briefs, and attend corresponding hearings, trials, and oral arguments before the district courts of appeal for probate and business litigation cases.

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  Sordo and Associates, P.A.

  • Coconut Grove, Florida

  • Associate Attorney

    • Jan 2013 - Jan 2015
    • Coconut Grove, Florida

    • Researched, prepared briefs, and memoranda of law on real estate, corporate, family law, probate, estate planning, estate administration, and general tax planning issues.• Advised domestic and international clients on tax and estate planning strategies, probate issues, asset protection issues, and real estate matters, as well as created tax efficient structures for clients.• Drafted operating agreements and sale and purchase agreements for multimillion dollar property acquisitions and corporate transactions.• Drafted comprehensive estate plans including, wills, trusts, family limited partnerships, advanced directives, and other tax savings vehicles, and counseled clients on the benefits of each structure. • Probated and administered estates, including distribution and probate litigation. • Drafted pleadings, motions, and appellate briefs, and attend corresponding hearings and trials for real estate litigation and probate cases.

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  Jorge L. Gurian, P.A

  • Coconut Grove, Florida

  • Law Clerk/Associate

    • Jun 2010 - Jan 2015
    • Coconut Grove, Florida

    • Researched and prepared briefs for estate planning, individual tax planning, international tax, corporate tax, and corporate law issues.• Prepared tax models for asset transactions to compare benefits associated with each alternative, and researched prerequisites for mergers and acquisitions.• Drafted operating agreements, nondisclosure agreements, testamentary documents, and memorandums of law on tax and estate planning issues.