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About this Entry

This page contains a single entry by lsaret published on October 22, 2008 4:44 AM.

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Stewart Andrew Marshall III

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Akerman Senterfitt

 
smarshall.jpg

CNL Center II at City Commons
420 South Orange Avenue
Suite 1200
Orlando, FL 32801-3336
www.akerman.com

stewart.marshall@akerman.com
Tel: 407.419.8516
Fax: 407.843.6610

 

Stewart Andrew Marshall III practice areas are mainly private client services. They include personal, business and family wealth planning, trusts, estates and guardianship, charitable and tax-exempt organizations, trusts, estates and guardianship litigation, family and martial law and general taxation. Some additional practice areas include prenuptial agreements, related state legislative drafting and lobbying, expert testimony and consultation regarding fiduciary compliance with prudent investor act and expert testimony regarding fiduciary liability.

He has been recognized in The Best Lawyers in America 2006 for trusts and estates. .

He practiced for thirty years in Central Florida and over twenty years with Akerman Senterfitt. He was previously with the Trust Department for the First National Bank of Atlanta (now Wachovia).

Education

1975: LL.M., Emory University School of Law, Major(s): Master of Law(s) Taxation
1975: University of Exeter; Exeter, England, (summer study in International Law, etc.)
1973: J.D., Stetson University College of Law
1970: B.A., University of South Florida, Major(s): Finance

Professional Memberships and Activities

Fellow, American College of Trust and Estate Counsel (ACTEC)
Orange County Bar Association (Estate; Guardianships & Trusts, Committee 1980, Chair 1985-1986)
The Florida Bar (Committees: Probate Law 1986; Probate Rules 1986, Chair 1994; Trust Law 1986; Fiduciary Accounting, Chair 1993; Liaison with Florida Bankers Association, Chair 1993- )
American Bar Association (Real Property, Probate and Trust Law Section)

Bar Admissions

1974, Florida

Court Admissions

U.S. Supreme Court
U.S. Court of Appeals, Fifth Circuit
U.S. Court of Appeals, Eleventh Circuit
U.S. District Court, Middle District of Florida
U.S. Tax Court
U.S. Court of Claims

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Edward A. Moses, Ph.D., J. Clay Singleton, Ph.D., Stewart A. Marshall III, Esq.Authors' Note: Modern Portfolio Theory has become a customary tool used by investment professionals and, as such, constitutes an industry standard that investment decision m... Read More