AV Peer Review Rated by Martindale-Hubbell

Donna L. Longhouse has experience with estate and business planning; trust and estate administration; tax-exempt organizations and charitable planning; taxation. She represents individuals of substantial means in connection with tax, business, charitable and estate planning; tax-exempt organizations; individuals and financial institutions in connection with the administration of trusts and estates.

Presentations

• "Trust Accounting Under the New Florida Trust Code," Presenter, Clearwater, Florida, 2006
• "Florida's New Elective Share Law, Part II," Presenter, CPE Extravaganza, Clearwater, Florida, 2005
• "Issues in Florida Probate Process," Presenter, Clearwater, Florida, 2004
• "Florida's New Elective Share Law, Part I," Presenter, CPE Extravaganza, Clearwater, Florida, November 2003
• "Planning in an Uncertain Environment," Presenter, St. Petersburg, Florida, September 2003
• "Cross-Border Living Workshop (US-Canada)," Presenter,  Ritz-Carlton Naples, FL, February 2002
• "Family Limited Partnerships in Florida," Presenter, Tampa, Florida, October 2001
• "Issues in Fiduciary Accounting: Principal and Income Act," Presenter,  Seventh Annual CPE Extravaganza, May 2001
• "Issues in Fiduciary Accounting: Trust Funding," Presenter, Sixth Annual CLE Extravaganza, May 2000
• "Probate, Beyond the Basics," Presenter, November 1997
• "Federal Estate and Gift Tax Returns in Florida: Keys to Preparing IRS Forms 706 and 709 for the Paralegal," Presenter, July 1997
• "Estate Planning Using the §2702 Personal Residence Trust," Presenter, 1993